Data Source: from January 1999 to July 2022
Consolidated Returns as of 31 Jul 2022
Live Update: Aug 15 2022
Category: Stocks
ETF: Technology Select Sector SPDR (XLK)
ETF • LIVE PERFORMANCE (USD currency)
0.63%
1 Day
Aug 15 2022
5.09%
Current Month
August 2022

In the last 20 Years, the Technology Select Sector SPDR (XLK) ETF obtained a 13.76% compound annual return, with a 18.91% standard deviation.

In 2021, the ETF granted a 0.87% dividend yield. If you are interested in getting periodic income, please refer to the Technology Select Sector SPDR (XLK) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Growth
  • Region: North America
  • Country: U.S.
  • Sector: Technology
  • Industry: Broad Technology

Historical Returns as of Jul 31, 2022

Historical returns and stats of Technology Select Sector SPDR (XLK) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

TECHNOLOGY SELECT SECTOR SPDR (XLK) ETF
Consolidated returns as of 31 Jul 2022
Data Source: from January 1999 to July 2022
Swipe left to see all data
Period Return (%)
as of Jul 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Jul 2022
13.45
13.47
0.00
1 - 0
3M
2.24
-0.23
-9.88
May 2022 - Jun 2022
1 - 2
6M
-10.57
-15.13
-21.17
Feb 2022 - Jun 2022
2 - 4
YTD
-16.69
-21.60
-26.57
Jan 2022 - Jun 2022
2 - 5
1Y
-5.22
-12.67
24.78
-26.57
Jan 2022 - Jun 2022
6 - 6
50% pos
3Y(*)
22.60
16.86
22.10
-26.57
Jan 2022 - Jun 2022
23 - 13
64% pos
5Y(*)
21.79
17.22
20.36
-26.57
Jan 2022 - Jun 2022
39 - 21
65% pos
10Y(*)
19.09
16.07
16.68
-26.57
Jan 2022 - Jun 2022
80 - 40
67% pos
15Y(*)
13.91
11.27
18.38
-49.46
Nov 2007 - Feb 2009
115 - 65
64% pos
20Y(*)
13.76
10.96
18.91
-49.46
Nov 2007 - Feb 2009
149 - 91
62% pos
MAX(*)
01 Jan 1999
7.72
5.05
23.04
-80.47
Apr 2000 - Sep 2002
168 - 115
59% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Jul 2022. Current inflation (annualized) is 1Y: 8.52% , 5Y: 3.89% , 10Y: 2.60%

Correlations as of Jul 31, 2022

Monthly correlations of Technology Select Sector SPDR (XLK) ETF vs the main Asset Classes, over different timeframes.

Columns are sortable (click on table header to sort).

TECHNOLOGY SELECT SECTOR SPDR (XLK) ETF
Monthly correlations as of 31 Jul 2022
Swipe left to see all data
Correlation vs XLK
 
Asset Class 1 Year 5 Years 10 Years Since
Jan 1999
US Total Stock Market
VTI
0.96
0.92
0.89
0.86
US Large Cap
SPY
0.96
0.92
0.90
0.86
US Small Cap
IJR
0.87
0.76
0.69
0.71
US REITs
VNQ
0.83
0.66
0.54
0.40
US Technology
QQQ
0.99
0.98
0.97
0.96
Preferred Stocks
PFF
0.86
0.72
0.65
0.30
EAFE Stocks
EFA
0.83
0.78
0.74
0.70
World All Countries
VT
0.93
0.88
0.85
0.81
Emerging Markets
EEM
0.59
0.60
0.58
0.67
Europe
VGK
0.82
0.77
0.73
0.69
Pacific
VPL
0.75
0.75
0.68
0.61
Latin America
FLLA
0.42
0.41
0.40
0.57
US Total Bond Market
BND
0.75
0.39
0.28
0.00
Long Term Treasuries
TLT
0.70
0.03
-0.02
-0.19
US Cash
BIL
-0.05
-0.15
-0.08
-0.13
TIPS
TIP
0.81
0.53
0.37
0.04
Investment Grade Bonds
LQD
0.84
0.58
0.46
0.16
High Yield Bonds
HYG
0.79
0.72
0.65
0.51
International Bond Market
BNDX
0.78
0.38
0.31
0.05
Emerging Market Bonds
EMB
0.87
0.63
0.55
0.43
Gold
GLD
0.12
0.11
0.04
-0.03
Commodities
DBC
-0.16
0.37
0.31
0.24

Capital Growth as of Jul 31, 2022

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the Technology Select Sector SPDR (XLK) ETF: Dividend Yield page.

An investment of 1000$, since August 2002, now would be worth 13168.39$, with a total return of 1216.84% (13.76% annualized).

The Inflation Adjusted Capital now would be 8004.79$, with a net total return of 700.48% (10.96% annualized).
An investment of 1000$, since January 1999, now would be worth 5780.08$, with a total return of 478.01% (7.72% annualized).

The Inflation Adjusted Capital now would be 3197.54$, with a net total return of 219.75% (5.05% annualized).

Drawdowns

Worst drawdowns since August 2002.

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Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-49.46% Nov 2007 Feb 2009 16 Jan 2012 35 51
-26.57% Jan 2022 Jun 2022 6 in progress 1 7
-17.39% Aug 2002 Sep 2002 2 Oct 2002 1 3
-17.37% Sep 2018 Dec 2018 4 Apr 2019 4 8
-16.15% Dec 2002 Mar 2003 4 Jun 2003 3 7
-15.25% Feb 2020 Mar 2020 2 May 2020 2 4
-12.56% Feb 2004 Aug 2004 7 Dec 2004 4 11
-10.61% Jan 2005 Apr 2005 4 Nov 2005 7 11
-10.57% Apr 2006 Jul 2006 4 Oct 2006 3 7
-10.07% Sep 2020 Oct 2020 2 Nov 2020 1 3
-8.66% May 2019 May 2019 1 Jul 2019 2 3
-8.07% Jun 2015 Sep 2015 4 Oct 2015 1 5
-7.39% Apr 2012 May 2012 2 Aug 2012 3 5
-6.36% Oct 2012 Oct 2012 1 Apr 2013 6 7
-6.32% Dec 2015 Feb 2016 3 Mar 2016 1 4
-5.84% Sep 2021 Sep 2021 1 Oct 2021 1 2
-5.61% Dec 2014 Jan 2015 2 Feb 2015 1 3
-5.03% Apr 2016 Apr 2016 1 Jul 2016 3 4
-4.13% Feb 2018 Mar 2018 2 May 2018 2 4
-3.44% Mar 2015 Mar 2015 1 May 2015 2 3

Worst drawdowns since January 1999.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-80.47% Apr 2000 Sep 2002 30 Jan 2017 172 202
-26.57% Jan 2022 Jun 2022 6 in progress 1 7
-17.37% Sep 2018 Dec 2018 4 Apr 2019 4 8
-15.25% Feb 2020 Mar 2020 2 May 2020 2 4
-10.07% Sep 2020 Oct 2020 2 Nov 2020 1 3
-9.92% Feb 1999 Feb 1999 1 Jun 1999 4 5
-8.66% May 2019 May 2019 1 Jul 2019 2 3
-6.15% Jan 2000 Jan 2000 1 Feb 2000 1 2
-5.84% Sep 2021 Sep 2021 1 Oct 2021 1 2
-4.13% Feb 2018 Mar 2018 2 May 2018 2 4
-2.81% Jun 2017 Jun 2017 1 Jul 2017 1 2
-1.54% Aug 2019 Aug 2019 1 Sep 2019 1 2
-1.16% Jul 1999 Jul 1999 1 Aug 1999 1 2
-0.93% May 2021 May 2021 1 Jun 2021 1 2
-0.84% Jan 2021 Jan 2021 1 Feb 2021 1 2
-0.41% Sep 1999 Sep 1999 1 Oct 1999 1 2
-0.26% Jun 2018 Jun 2018 1 Jul 2018 1 2

Rolling Returns ( more details)

Technology Select Sector SPDR (XLK) ETF: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
10.93 66.90
Apr 2020 - Mar 2021
-59.28
Sep 2000 - Aug 2001
23.16%
2 Years
8.74 46.70
Jan 2019 - Dec 2020
-49.88
Sep 2000 - Aug 2002
22.69%
3 Years
8.53 42.63
Jan 2019 - Dec 2021
-38.14
Apr 2000 - Mar 2003
25.81%
5 Years
9.10 30.82
Jan 2017 - Dec 2021
-19.76
Apr 2000 - Mar 2005
19.20%
7 Years
8.99 24.54
Jan 2015 - Dec 2021
-12.19
Apr 2000 - Mar 2007
19.50%
10 Years
8.90 23.07
Jan 2012 - Dec 2021
-8.78
Sep 2000 - Aug 2010
15.85%
15 Years
8.73 16.35
Aug 2006 - Jul 2021
-1.40
Apr 2000 - Mar 2015
7.69%
20 Years
7.63 13.76
Aug 2002 - Jul 2022
2.69
Apr 2000 - Mar 2020
0.00%
(*) Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Technology Select Sector SPDR (XLK) ETF: Rolling Returns page.

Seasonality

Technology Select Sector SPDR (XLK) ETF: in which months is it better to invest?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.

For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
0.78
50%
-1.03
54%
1.54
67%
1.51
67%
0.61
58%
0.14
46%
1.71
67%
1.17
61%
-1.96
48%
2.86
65%
2.29
74%
0.58
57%
Best
Year
19.1
2001
10.5
2000
11.2
2009
16.2
2001
8.6
2003
10.0
2000
13.5
2022
11.9
2020
11.7
2010
24.8
2002
15.9
2002
15.4
1999
Worst
Year
-12.8
2008
-24.9
2001
-11.5
2001
-12.1
2002
-10.4
2000
-13.4
2002
-9.5
2002
-12.2
2001
-18.0
2000
-16.1
2008
-20.5
2000
-13.2
2002
Statistics calculated for the period Jan 1999 - Jul 2022

Monthly/Yearly Returns

Technology Select Sector SPDR (XLK) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
168 Positive Months (59%) - 115 Negative Months (41%)
Jan 1999 - Jul 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-16.69 -21.60 -6.8 -4.9 3.3 -11.0 -0.7 -9.3 13.5
2021
+34.83 +25.97 -0.8 1.4 1.9 5.2 -0.9 6.9 3.9 3.6 -5.8 8.2 4.5 3.2
2020
+43.62 +41.69 4.0 -7.3 -8.6 13.7 7.2 6.9 5.7 11.9 -5.3 -5.0 11.4 5.5
2019
+49.86 +46.51 6.9 6.9 4.8 6.4 -8.7 8.9 3.5 -1.5 1.6 3.9 5.4 4.3
2018
-1.66 -3.50 7.0 -0.4 -3.7 0.1 6.8 -0.3 2.1 6.6 0.0 -8.0 -2.0 -8.4
2017
+34.25 +31.48 3.6 4.5 2.2 2.0 4.0 -2.8 4.5 2.9 0.8 6.5 1.4 0.5
2016
+15.02 +12.68 -3.7 -0.7 8.8 -5.0 4.9 -1.4 7.1 1.2 2.1 -0.8 0.2 2.3
2015
+5.49 +4.72 -3.5 8.0 -3.4 2.8 1.9 -4.1 2.9 -5.5 -1.3 10.5 0.7 -2.1
2014
+17.85 +16.96 -2.6 4.4 0.4 0.3 3.8 1.9 1.7 3.3 -0.5 1.6 4.8 -2.2
2013
+26.25 +24.38 1.9 0.8 2.6 1.8 2.8 -2.9 3.7 -1.0 2.5 5.0 3.1 3.5
2012
+15.30 +13.32 6.2 7.1 4.5 -1.1 -6.3 3.3 1.8 4.2 1.5 -6.4 0.9 -0.4
2011
+2.61 -0.34 3.2 2.2 -1.6 2.6 -1.0 -2.5 0.4 -5.3 -3.1 10.2 -1.5 -0.2
2010
+11.39 +9.75 -8.6 3.5 6.8 1.3 -7.5 -5.4 7.5 -5.6 11.7 5.8 -1.6 5.6
2009
+51.32 +47.31 -4.7 -3.8 11.2 10.4 2.3 3.6 8.2 1.6 4.6 -1.2 5.5 5.8
2008
-41.51 -41.56 -12.8 -4.7 1.2 6.3 6.5 -9.4 -2.4 1.8 -12.5 -16.1 -8.4 1.6
2007
+15.45 +10.92 2.0 -2.7 1.0 4.7 5.0 -0.1 -0.2 1.9 3.8 5.3 -7.5 2.0
2006
+12.16 +9.38 3.3 0.2 2.3 -1.3 -6.5 -0.5 -2.6 7.0 4.0 4.0 2.8 -0.5
2005
-0.32 -3.61 -5.6 0.2 -2.0 -3.5 6.9 -1.3 5.7 -1.0 0.2 -2.3 6.3 -3.1
2004
+5.65 +2.32 4.3 -2.5 -2.7 -3.8 3.9 2.7 -6.1 -4.4 2.9 4.4 5.1 2.6
2003
+38.68 +36.12 -2.4 0.5 -1.5 9.2 8.6 0.7 3.1 4.8 -0.9 7.3 1.4 3.1
2002
-38.17 -39.60 -1.1 -13.0 4.9 -12.1 -4.1 -13.4 -9.5 -0.8 -16.7 24.8 15.9 -13.2
2001
-23.35 -24.52 19.1 -24.9 -11.5 16.2 -4.1 2.0 -6.9 -12.2 -16.4 10.9 14.9 -2.2
2000
-41.88 -43.78 -6.1 10.5 8.4 -9.2 -10.4 10.0 -5.3 10.2 -18.0 -5.7 -20.5 -9.9
1999
+65.14 +60.82 15.9 -9.9 7.4 0.6 0.3 9.6 -1.2 3.5 -0.4 3.0 9.8 15.4
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