Consolidated Returns as of 31 March 2024
Holding the Communication Services Select Sector SPDR Fund (XLC) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~19 years), the longest period with a negative return lasted 78 months (from July 2016 to December 2022).
This means that every rolling period of 79 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Communication Services Select Sector SPDR Fund (XLC) ETF: Historical Returns page.
Rolling Returns
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.82% |
+66.98%
Apr 2020 - Mar 2021 |
-43.38%
Nov 2007 - Oct 2008 |
28.64%
63 out of 220 |
US Inflation Adjusted | +9.33% |
+62.72%
Apr 2020 - Mar 2021 |
-45.42%
Nov 2007 - Oct 2008 |
32.73%
72 out of 220 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.14% |
+32.57%
Sep 2019 - Aug 2021 |
-24.52%
Mar 2007 - Feb 2009 |
28.85%
60 out of 208 |
US Inflation Adjusted | +5.85% |
+28.44%
Sep 2019 - Aug 2021 |
-26.04%
Mar 2007 - Feb 2009 |
32.69%
68 out of 208 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.75% |
+24.47%
Jan 2019 - Dec 2021 |
-11.26%
Jun 2007 - May 2010 |
19.39%
38 out of 196 |
US Inflation Adjusted | +4.73% |
+20.18%
Jan 2019 - Dec 2021 |
-12.72%
Jun 2007 - May 2010 |
32.65%
64 out of 196 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.61% |
+18.74%
Mar 2009 - Feb 2013 |
-4.90%
Oct 2007 - Sep 2011 |
14.13%
26 out of 184 |
US Inflation Adjusted | +3.95% |
+16.07%
Mar 2009 - Feb 2013 |
-6.85%
Oct 2007 - Sep 2011 |
25.00%
46 out of 184 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.11% |
+18.43%
Mar 2009 - Feb 2014 |
-2.52%
Jun 2007 - May 2012 |
4.65%
8 out of 172 |
US Inflation Adjusted | +4.32% |
+16.04%
Mar 2009 - Feb 2014 |
-4.47%
Jun 2007 - May 2012 |
16.28%
28 out of 172 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.80% |
+17.44%
Mar 2009 - Feb 2015 |
-0.92%
Jan 2017 - Dec 2022 |
0.63%
1 out of 160 |
US Inflation Adjusted | +4.49% |
+15.48%
Mar 2009 - Feb 2015 |
-4.30%
Jan 2017 - Dec 2022 |
8.75%
14 out of 160 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.78% |
+15.31%
Mar 2009 - Feb 2016 |
+1.99%
Nov 2015 - Oct 2022 |
0.00%
0 out of 148 |
US Inflation Adjusted | +4.85% |
+13.52%
Mar 2009 - Feb 2016 |
-1.24%
Nov 2015 - Oct 2022 |
4.05%
6 out of 148 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.68% |
+15.13%
Mar 2009 - Feb 2017 |
+1.95%
Nov 2014 - Oct 2022 |
0.00%
0 out of 136 |
US Inflation Adjusted | +5.51% |
+13.17%
Mar 2009 - Feb 2017 |
-0.90%
Nov 2014 - Oct 2022 |
3.68%
5 out of 136 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.94% |
+12.66%
Feb 2009 - Jan 2018 |
+2.42%
Jan 2014 - Dec 2022 |
0.00%
0 out of 124 |
US Inflation Adjusted | +5.87% |
+10.67%
Feb 2009 - Jan 2018 |
-0.29%
Jan 2014 - Dec 2022 |
1.61%
2 out of 124 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.53% |
+12.11%
Oct 2011 - Sep 2021 |
+4.01%
Oct 2012 - Sep 2022 |
0.00%
0 out of 112 |
US Inflation Adjusted | +5.34% |
+10.00%
Oct 2011 - Sep 2021 |
+1.45%
Oct 2012 - Sep 2022 |
0.00%
0 out of 112 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.69% |
+12.69%
Jul 2010 - Jun 2021 |
+3.03%
Jan 2008 - Dec 2018 |
0.00%
0 out of 100 |
US Inflation Adjusted | +5.34% |
+10.46%
Jul 2010 - Jun 2021 |
+1.30%
Jun 2007 - May 2018 |
0.00%
0 out of 100 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.55% |
+13.12%
Mar 2009 - Feb 2021 |
+3.18%
Jun 2007 - May 2019 |
0.00%
0 out of 88 |
US Inflation Adjusted | +5.27% |
+11.11%
Mar 2009 - Feb 2021 |
+1.34%
Jan 2007 - Dec 2018 |
0.00%
0 out of 88 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.05% |
+12.42%
Nov 2008 - Oct 2021 |
+3.26%
Apr 2007 - Mar 2020 |
0.00%
0 out of 76 |
US Inflation Adjusted | +4.87% |
+10.35%
Nov 2008 - Oct 2021 |
+1.46%
Apr 2007 - Mar 2020 |
0.00%
0 out of 76 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.87% |
+9.91%
Mar 2010 - Feb 2024 |
+4.63%
Apr 2006 - Mar 2020 |
0.00%
0 out of 64 |
US Inflation Adjusted | +4.90% |
+7.13%
Mar 2010 - Feb 2024 |
+2.73%
Apr 2006 - Mar 2020 |
0.00%
0 out of 64 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.18% |
+11.32%
Mar 2009 - Feb 2024 |
+2.95%
Oct 2007 - Sep 2022 |
0.00%
0 out of 52 |
US Inflation Adjusted | +4.99% |
+8.53%
Mar 2009 - Feb 2024 |
+0.57%
Oct 2007 - Sep 2022 |
0.00%
0 out of 52 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.04% |
+9.59%
Sep 2005 - Aug 2021 |
+3.59%
Jan 2007 - Dec 2022 |
0.00%
0 out of 40 |
US Inflation Adjusted | +3.65% |
+7.35%
Sep 2005 - Aug 2021 |
+1.12%
Jan 2007 - Dec 2022 |
0.00%
0 out of 40 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.18% |
+8.43%
Feb 2005 - Jan 2022 |
+5.29%
Jan 2006 - Dec 2022 |
0.00%
0 out of 28 |
US Inflation Adjusted | +3.66% |
+5.98%
Feb 2005 - Jan 2022 |
+2.77%
Jan 2006 - Dec 2022 |
0.00%
0 out of 28 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.96% |
+7.49%
Jan 2006 - Dec 2023 |
+5.10%
Jan 2005 - Dec 2022 |
0.00%
0 out of 16 |
US Inflation Adjusted | +4.39% |
+4.87%
Jan 2006 - Dec 2023 |
+2.54%
Jan 2005 - Dec 2022 |
0.00%
0 out of 16 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.76% |
+8.25%
Apr 2005 - Mar 2024 |
+7.19%
Jan 2005 - Dec 2023 |
0.00%
0 out of 4 |
US Inflation Adjusted | +5.07% |
+5.54%
Apr 2005 - Mar 2024 |
+4.54%
Jan 2005 - Dec 2023 |
0.00%
0 out of 4 |
To obtain comprehensive information, please consult the Communication Services Select Sector SPDR Fund (XLC) ETF: Historical Returns page.