Technology Select Sector SPDR (XLK): Historical Returns

Data Source: from January 1999 to September 2021

Last Update: 30 Sep 2021

Category: Stocks

ETF: Technology Select Sector SPDR (XLK)

In the last 10 years, the Technology Select Sector SPDR (XLK) ETF obtained a 22.16% compound annual return, with a 15.51% 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) 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

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) ETF: Dividend Yield page.

Time Range:

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Period	Returns Sep 2021	Standard Deviation *	Max Drawdown	Months Pos - Neg
1M	-5.84%		-5.84% Sep 2021 - Sep 2021	0 - 1
3M	+1.31%		-5.84% Sep 2021 - Sep 2021	2 - 1
6M	+12.84%		-5.84% Sep 2021 - Sep 2021	4 - 2
YTD	+15.57%		-5.84% Sep 2021 - Sep 2021	6 - 3
1Y	+29.06%	16.35%	-5.84% Sep 2021 - Sep 2021	8 - 4
3Y	+27.15% annualized	20.96%	-17.34% Oct 2018 - Dec 2018	24 - 12
5Y	+27.26% annualized	17.42%	-17.36% Sep 2018 - Dec 2018	42 - 18
10Y	+22.16% annualized	15.51%	-17.36% Sep 2018 - Dec 2018	81 - 39
20Y	+12.25% annualized	19.51%	-51.79% Dec 2001 - Sep 2002	147 - 93
MAX 01 Jan 1999	+8.15% annualized	22.91%	-80.47% Apr 2000 - Sep 2002	163 - 110

* Annualized St.Dev. of monthly returns

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Drawdowns

Drawdonws Chart:

Worst drawdowns since October 2001.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-51.79%	Dec 2001	Sep 2002	10	Jan 2007	52	62
-49.45%	Nov 2007	Feb 2009	16	Jan 2012	35	51
-17.36%	Sep 2018	Dec 2018	4	Apr 2019	4	8
-15.24%	Feb 2020	Mar 2020	2	May 2020	2	4
-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
-7.40%	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	in progress		1
-5.61%	Dec 2014	Jan 2015	2	Feb 2015	1	3
-5.03%	Apr 2016	Apr 2016	1	Jul 2016	3	4
-4.12%	Feb 2018	Mar 2018	2	May 2018	2	4
-3.44%	Mar 2015	Mar 2015	1	May 2015	2	3
-2.89%	Jun 2013	Jun 2013	1	Jul 2013	1	2
-2.81%	Jun 2017	Jun 2017	1	Jul 2017	1	2
-2.70%	Feb 2007	Feb 2007	1	Apr 2007	2	3
-2.57%	Jan 2014	Jan 2014	1	Feb 2014	1	2
-1.54%	Aug 2019	Aug 2019	1	Sep 2019	1	2

Worst drawdowns since January 1999.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-80.47%	Apr 2000	Sep 2002	30	Jan 2017	172	202
-17.36%	Sep 2018	Dec 2018	4	Apr 2019	4	8
-15.24%	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	in progress		1
-4.12%	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

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	*Return ()**			Negative Periods
Rolling Period	Average	Best	Worst	Negative Periods
1 Year	+10.69%	+66.90% Apr 2020 - Mar 2021	-59.28% Sep 2000 - Aug 2001	23.28%
2 Years	+7.89%	+46.70% Jan 2019 - Dec 2020	-49.88% Sep 2000 - Aug 2002	23.60%
3 Years	+7.62%	+30.97% Aug 2018 - Jul 2021	-38.13% Apr 2000 - Mar 2003	26.89%
5 Years	+8.33%	+29.52% Jul 2016 - Jun 2021	-19.76% Apr 2000 - Mar 2005	20.09%
7 Years	+8.30%	+23.64% Sep 2013 - Aug 2020	-12.19% Apr 2000 - Mar 2007	20.53%
10 Years	+8.15%	+22.52% Sep 2011 - Aug 2021	-8.78% Sep 2000 - Aug 2010	16.88%
15 Years	+8.08%	+16.35% Aug 2006 - Jul 2021	-1.40% Apr 2000 - Mar 2015	8.51%
20 Years	+6.30%	+12.25% Oct 2001 - Sep 2021	+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 and Yearly/Monthly Returns

In the table below, for the Technology Select Sector SPDR (XLK) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

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

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	Monthly Average Return (%) and Gain Frequency
Return (%)	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Average Win %	1.11 52%	-0.86 57%	1.46 65%	2.05 70%	0.66 61%	0.54 48%	1.19 65%	1.17 61%	-1.96 48%	2.62 64%	2.19 73%	0.46 55%
Best Year	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 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 - Sep 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly Returns of Technology Select Sector SPDR (XLK) ETF:

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		Months
Year	Return	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2021	+15.57%	-0.8	1.4	1.9	5.2	-0.9	6.9	3.9	3.6	-5.8
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