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.
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
|
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).
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.
The Inflation Adjusted Capital now would be 8004.79$, with a net total return of 700.48% (10.96% annualized).
The Inflation Adjusted Capital now would be 3197.54$, with a net total return of 219.75% (5.05% annualized).
Drawdowns
Worst drawdowns since August 2002.
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.
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
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% |
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?
For further information about the seasonality, check the Asset Class Seasonality page.
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 |
Monthly/Yearly Returns
Technology Select Sector SPDR (XLK) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?
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 |