Communication Services Select Sector SPDR Fund (XLC): Rolling Returns

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Period: January 2005 - January 2025 (~20 years)
Currency: USD
Inflation: US
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When holding the Communication Services Select Sector SPDR Fund (XLC) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~20 years), the longest duration with a negative return was 78 months (from July 2016 to December 2022).

This indicates that, within the same timeframe, any rolling period of 79 months or more has consistently resulted in a positive return.

Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.

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.

COMMUNICATION SERVICES SELECT SECTOR SPDR FUND (XLC) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 February 2005 - 31 January 2025 (20 Years)
Time Period: 1 January 2005 - 31 January 2025 (~20 years)
US Inflation Adjusted:

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Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

COMMUNICATION SERVICES SELECT SECTOR SPDR FUND (XLC) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 2005 - 31 January 2025 (~20 years)
US Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-43.38%
Nov 2007 - Oct 2008
+12.59% +66.98%
Apr 2020 - Mar 2021
27.39%
63 out of 230
-45.42%
Nov 2007 - Oct 2008
+10.46% +62.72%
Apr 2020 - Mar 2021
31.30%
72 out of 230
-24.52%
Mar 2007 - Feb 2009
+8.47% +43.48%
Jan 2023 - Dec 2024
27.52%
60 out of 218
-26.04%
Mar 2007 - Feb 2009
+6.81% +39.15%
Jan 2023 - Dec 2024
31.19%
68 out of 218
-11.26%
Jun 2007 - May 2010
+6.65% +24.47%
Jan 2019 - Dec 2021
18.45%
38 out of 206
-12.72%
Jun 2007 - May 2010
+4.54% +20.18%
Jan 2019 - Dec 2021
33.50%
69 out of 206
-4.90%
Oct 2007 - Sep 2011
+7.18% +18.74%
Mar 2009 - Feb 2013
13.40%
26 out of 194
-6.85%
Oct 2007 - Sep 2011
+4.24% +16.07%
Mar 2009 - Feb 2013
23.71%
46 out of 194
-2.52%
Jun 2007 - May 2012
+7.53% +18.43%
Mar 2009 - Feb 2014
4.40%
8 out of 182
-4.47%
Jun 2007 - May 2012
+4.85% +16.04%
Mar 2009 - Feb 2014
15.38%
28 out of 182
-0.92%
Jan 2017 - Dec 2022
+7.42% +17.44%
Mar 2009 - Feb 2015
0.59%
1 out of 170
-4.30%
Jan 2017 - Dec 2022
+5.10% +15.48%
Mar 2009 - Feb 2015
8.24%
14 out of 170
+1.99%
Nov 2015 - Oct 2022
+7.10% +15.31%
Mar 2009 - Feb 2016
0.00%
0 out of 158
-1.24%
Nov 2015 - Oct 2022
+4.97% +13.52%
Mar 2009 - Feb 2016
3.80%
6 out of 158
+1.95%
Nov 2014 - Oct 2022
+7.75% +15.13%
Mar 2009 - Feb 2017
0.00%
0 out of 146
-0.90%
Nov 2014 - Oct 2022
+5.38% +13.17%
Mar 2009 - Feb 2017
3.42%
5 out of 146
+2.42%
Jan 2014 - Dec 2022
+8.08% +12.66%
Feb 2009 - Jan 2018
0.00%
0 out of 134
-0.29%
Jan 2014 - Dec 2022
+5.88% +10.67%
Feb 2009 - Jan 2018
1.49%
2 out of 134
+4.01%
Oct 2012 - Sep 2022
+7.74% +12.11%
Oct 2011 - Sep 2021
0.00%
0 out of 122
+1.45%
Oct 2012 - Sep 2022
+5.34% +10.00%
Oct 2011 - Sep 2021
0.00%
0 out of 122
+3.03%
Jan 2008 - Dec 2018
+7.87% +12.69%
Jul 2010 - Jun 2021
0.00%
0 out of 110
+1.30%
Jun 2007 - May 2018
+5.51% +10.46%
Jul 2010 - Jun 2021
0.00%
0 out of 110
+3.18%
Jun 2007 - May 2019
+7.79% +13.12%
Mar 2009 - Feb 2021
0.00%
0 out of 98
+1.34%
Jan 2007 - Dec 2018
+5.58% +11.11%
Mar 2009 - Feb 2021
0.00%
0 out of 98
+3.26%
Apr 2007 - Mar 2020
+7.49% +12.42%
Nov 2008 - Oct 2021
0.00%
0 out of 86
+1.46%
Apr 2007 - Mar 2020
+4.98% +10.35%
Nov 2008 - Oct 2021
0.00%
0 out of 86
+4.63%
Apr 2006 - Mar 2020
+7.11% +10.51%
Jul 2010 - Jun 2024
0.00%
0 out of 74
+2.73%
Apr 2006 - Mar 2020
+5.05% +7.66%
Jul 2010 - Jun 2024
0.00%
0 out of 74
+2.95%
Oct 2007 - Sep 2022
+7.55% +11.32%
Mar 2009 - Feb 2024
0.00%
0 out of 62
+0.57%
Oct 2007 - Sep 2022
+5.49% +8.53%
Mar 2009 - Feb 2024
0.00%
0 out of 62
+3.59%
Jan 2007 - Dec 2022
+7.40% +12.19%
Feb 2009 - Jan 2025
0.00%
0 out of 50
+1.12%
Jan 2007 - Dec 2022
+4.96% +9.36%
Feb 2009 - Jan 2025
0.00%
0 out of 50
+5.29%
Jan 2006 - Dec 2022
+6.31% +8.63%
Feb 2008 - Jan 2025
0.00%
0 out of 38
+2.77%
Jan 2006 - Dec 2022
+3.75% +6.05%
Feb 2008 - Jan 2025
0.00%
0 out of 38
+5.10%
Jan 2005 - Dec 2022
+7.18% +7.74%
Jun 2006 - May 2024
0.00%
0 out of 26
+2.54%
Jan 2005 - Dec 2022
+4.56% +5.13%
Jul 2006 - Jun 2024
0.00%
0 out of 26
+7.19%
Jan 2005 - Dec 2023
+8.25% +8.80%
Feb 2006 - Jan 2025
0.00%
0 out of 14
+4.54%
Jan 2005 - Dec 2023
+5.55% +6.14%
Feb 2006 - Jan 2025
0.00%
0 out of 14
+8.43%
Jan 2005 - Dec 2024
+8.43% +9.04%
Feb 2005 - Jan 2025
0.00%
0 out of 2
+5.72%
Jan 2005 - Dec 2024
+5.72% +6.29%
Feb 2005 - Jan 2025
0.00%
0 out of 2
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