Last Update: 31 Dec 2020

Category: Stocks
ETF: Technology Select Sector SPDR (XLK)

In the last 10 years, the Technology Select Sector SPDR (XLK) ETF obtained a 19.76% compound annual return, with a 15.49% standard deviation.

In 2020, the portfolio granted a 1.31% dividend yield. If you are interested in getting periodic income, please refer to the Technology Select Sector SPDR (XLK): 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

Capital Growth and Historical Returns

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): Dividend Yield page.

Capital Growth:
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Period Returns
Dec 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+5.54%
0.00%
1 - 0
3M
+11.67%
-5.00%
Oct 2020 - Oct 2020
2 - 1
6M
+25.00%
-10.07%
Sep 2020 - Oct 2020
4 - 2
YTD
+43.62%
26.16%
-15.24%
Feb 2020 - Mar 2020
8 - 4
1Y
+43.62%
26.16%
-15.24%
Feb 2020 - Mar 2020
8 - 4
3Y
+28.39%
annualized
20.97%
-17.36%
Sep 2018 - Dec 2018
23 - 13
5Y
+26.72%
annualized
17.78%
-17.36%
Sep 2018 - Dec 2018
41 - 19
10Y
+19.76%
annualized
15.49%
-17.36%
Sep 2018 - Dec 2018
79 - 41
MAX
01 Jan 1999
+7.73%
annualized
23.18%
-80.47%
Apr 2000 - Sep 2002
157 - 107

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+9.52% +65.50%
Apr 1999 - Mar 2000
-59.28%
Sep 2000 - Aug 2001
24.11%
2 Years
+6.74% +46.70%
Jan 2019 - Dec 2020
-49.88%
Sep 2000 - Aug 2002
24.48%
3 Years
+6.81% +29.90%
Sep 2017 - Aug 2020
-38.13%
Apr 2000 - Mar 2003
27.95%
5 Years
+7.46% +27.15%
Sep 2015 - Aug 2020
-19.76%
Apr 2000 - Mar 2005
20.98%
7 Years
+7.58% +23.64%
Sep 2013 - Aug 2020
-12.19%
Apr 2000 - Mar 2007
21.55%
10 Years
+7.38% +21.55%
Sep 2010 - Aug 2020
-8.78%
Sep 2000 - Aug 2010
17.93%
15 Years
+7.33% +14.62%
Jan 2006 - Dec 2020
-1.40%
Apr 2000 - Mar 2015
9.41%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

Technology Select Sector SPDR (XLK) ETF Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 1.2 -1.0 1.4 1.9 0.7 0.3 1.1 1.1 -1.8 2.6 2.2 0.5
Best 19.1
2001
10.5
2000
11.2
2009
16.2
2001
8.6
2003
10.0
2000
8.2
2009
11.9
2020
11.7
2010
24.8
2002
15.9
2002
15.4
1999
Worst -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
Gain
Frequency
55 55 64 68 64 45 64 59 50 64 73 55

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
+43.62% 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% 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% 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% 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% -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% -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% -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% 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% 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% 3.2 2.2 -1.6 2.6 -1.1 -2.5 0.4 -5.3 -3.1 10.2 -1.5 -0.2
2010
+11.39% -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% -4.7 -3.8 11.2 10.4 2.3 3.6 8.2 1.6 4.6 -1.3 5.5 5.8
2008
-41.51% -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% 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% 3.4 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% -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% 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% -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% -1.1 -13.0 4.9 -12.1 -4.2 -13.4 -9.5 -0.8 -16.7 24.8 15.9 -13.2
2001
-23.35% 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% -6.2 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% 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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