Data Source: from January 1999 to June 2024 (~26 years)
Consolidated Returns as of 30 June 2024
Consolidated Returns as of 30 June 2024
Holding the Consumer Staples Select Sector SPDR Fund (XLP) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~26 years), the longest period with a negative return lasted 124 months (from January 1999 to April 2009).
This means that every rolling period of 125 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Consumer Staples Select Sector SPDR Fund (XLP) 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.
CONSUMER STAPLES SELECT SECTOR SPDR FUND (XLP) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 July 2004 - 30 June 2024 (20 Years)
Data Source: 1 January 1999 - 30 June 2024 (~26 years)
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Annualized Rolling Returns - 1 Year (12 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.91% |
+36.82%
Mar 2009 - Feb 2010 |
-27.40%
Apr 2002 - Mar 2003 |
20.34%
60 out of 295 |
| US Inflation Adjusted | +5.89% |
+33.94%
Mar 2009 - Feb 2010 |
-29.53%
Apr 2002 - Mar 2003 |
28.47%
84 out of 295 |
1 Year Annualized Rolling Returns
Timeframes ending in every month
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1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 2 Years (24 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.91% |
+24.33%
Mar 2009 - Feb 2011 |
-15.16%
Jan 2001 - Dec 2002 |
16.25%
46 out of 283 |
| US Inflation Adjusted | +5.74% |
+21.73%
Mar 2009 - Feb 2011 |
-16.86%
Jan 2001 - Dec 2002 |
26.15%
74 out of 283 |
2 Years Annualized Rolling Returns
Timeframes ending in every month
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2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 3 Years (36 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.07% |
+21.16%
Mar 2009 - Feb 2012 |
-7.16%
Jan 2001 - Dec 2003 |
15.13%
41 out of 271 |
| US Inflation Adjusted | +4.98% |
+18.33%
Mar 2009 - Feb 2012 |
-9.02%
Jan 2001 - Dec 2003 |
21.03%
57 out of 271 |
3 Years Annualized Rolling Returns
Timeframes ending in every month
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3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 4 Years (48 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.13% |
+20.60%
Apr 2009 - Mar 2013 |
-7.16%
Mar 1999 - Feb 2003 |
13.13%
34 out of 259 |
| US Inflation Adjusted | +5.31% |
+17.95%
Apr 2009 - Mar 2013 |
-9.64%
Mar 1999 - Feb 2003 |
17.37%
45 out of 259 |
4 Years Annualized Rolling Returns
Timeframes ending in every month
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4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 5 Years (60 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.31% |
+19.10%
Mar 2009 - Feb 2014 |
-2.94%
Jan 1999 - Dec 2003 |
7.29%
18 out of 247 |
| US Inflation Adjusted | +5.48% |
+16.70%
Mar 2009 - Feb 2014 |
-5.26%
Jan 1999 - Dec 2003 |
17.41%
43 out of 247 |
5 Years Annualized Rolling Returns
Timeframes ending in every month
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5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 6 Years (72 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.57% |
+19.44%
Mar 2009 - Feb 2015 |
-1.25%
Jan 1999 - Dec 2004 |
2.55%
6 out of 235 |
| US Inflation Adjusted | +6.10% |
+17.44%
Mar 2009 - Feb 2015 |
-3.75%
Jan 1999 - Dec 2004 |
11.06%
26 out of 235 |
6 Years Annualized Rolling Returns
Timeframes ending in every month
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6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 7 Years (84 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.97% |
+17.26%
Apr 2009 - Mar 2016 |
-1.39%
Mar 2002 - Feb 2009 |
2.69%
6 out of 223 |
| US Inflation Adjusted | +6.47% |
+15.37%
Apr 2009 - Mar 2016 |
-3.87%
Mar 2002 - Feb 2009 |
11.21%
25 out of 223 |
7 Years Annualized Rolling Returns
Timeframes ending in every month
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7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 8 Years (96 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.68% |
+16.38%
Mar 2009 - Feb 2017 |
-1.47%
Mar 2001 - Feb 2009 |
1.90%
4 out of 211 |
| US Inflation Adjusted | +7.32% |
+14.40%
Mar 2009 - Feb 2017 |
-3.78%
Mar 2001 - Feb 2009 |
10.90%
23 out of 211 |
8 Years Annualized Rolling Returns
Timeframes ending in every month
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8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 9 Years (108 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.90% |
+14.38%
Mar 2009 - Feb 2018 |
+0.86%
Jul 2000 - Jun 2009 |
0.00%
0 out of 199 |
| US Inflation Adjusted | +7.47% |
+12.37%
Mar 2009 - Feb 2018 |
-1.58%
Jul 2000 - Jun 2009 |
12.56%
25 out of 199 |
9 Years Annualized Rolling Returns
Timeframes ending in every month
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9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 10 Years (120 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.90% |
+13.38%
Mar 2009 - Feb 2019 |
-0.90%
Mar 1999 - Feb 2009 |
1.60%
3 out of 187 |
| US Inflation Adjusted | +7.79% |
+11.42%
Mar 2009 - Feb 2019 |
-3.41%
Mar 1999 - Feb 2009 |
6.95%
13 out of 187 |
10 Years Annualized Rolling Returns
Timeframes ending in every month
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10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 11 Years (132 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.02% |
+13.05%
Feb 2009 - Jan 2020 |
+1.63%
Jan 1999 - Dec 2009 |
0.00%
0 out of 175 |
| US Inflation Adjusted | +7.64% |
+11.02%
Mar 2009 - Feb 2020 |
-0.92%
Jan 1999 - Dec 2009 |
4.00%
7 out of 175 |
11 Years Annualized Rolling Returns
Timeframes ending in every month
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11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 12 Years (144 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.77% |
+13.35%
Apr 2009 - Mar 2021 |
+2.58%
Feb 1999 - Jan 2011 |
0.00%
0 out of 163 |
| US Inflation Adjusted | +7.61% |
+11.28%
Apr 2009 - Mar 2021 |
+0.09%
Feb 1999 - Jan 2011 |
0.00%
0 out of 163 |
12 Years Annualized Rolling Returns
Timeframes ending in every month
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12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 13 Years (156 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.69% |
+13.59%
Mar 2009 - Feb 2022 |
+3.42%
Feb 1999 - Jan 2012 |
0.00%
0 out of 151 |
| US Inflation Adjusted | +7.44% |
+11.08%
Mar 2009 - Feb 2022 |
+0.87%
Feb 1999 - Jan 2012 |
0.00%
0 out of 151 |
13 Years Annualized Rolling Returns
Timeframes ending in every month
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13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 14 Years (168 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.55% |
+12.45%
Mar 2009 - Feb 2023 |
+3.94%
Jan 1999 - Dec 2012 |
0.00%
0 out of 139 |
| US Inflation Adjusted | +7.41% |
+9.68%
Mar 2009 - Feb 2023 |
+1.44%
Jan 1999 - Dec 2012 |
0.00%
0 out of 139 |
14 Years Annualized Rolling Returns
Timeframes ending in every month
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14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 15 Years (180 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.30% |
+12.02%
Mar 2009 - Feb 2024 |
+5.02%
Feb 1999 - Jan 2014 |
0.00%
0 out of 127 |
| US Inflation Adjusted | +7.04% |
+9.21%
Mar 2009 - Feb 2024 |
+2.55%
Feb 1999 - Jan 2014 |
0.00%
0 out of 127 |
15 Years Annualized Rolling Returns
Timeframes ending in every month
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15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 16 Years (192 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.08% |
+10.65%
Jan 2006 - Dec 2021 |
+5.92%
Jan 1999 - Dec 2014 |
0.00%
0 out of 115 |
| US Inflation Adjusted | +6.71% |
+8.26%
Jan 2006 - Dec 2021 |
+3.55%
Jan 1999 - Dec 2014 |
0.00%
0 out of 115 |
16 Years Annualized Rolling Returns
Timeframes ending in every month
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16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 17 Years (204 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.02% |
+10.30%
May 2005 - Apr 2022 |
+5.98%
Jan 1999 - Dec 2015 |
0.00%
0 out of 103 |
| US Inflation Adjusted | +6.59% |
+7.74%
May 2005 - Apr 2022 |
+3.70%
Jan 1999 - Dec 2015 |
0.00%
0 out of 103 |
17 Years Annualized Rolling Returns
Timeframes ending in every month
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17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 18 Years (216 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.01% |
+10.22%
Apr 2003 - Mar 2021 |
+5.71%
Jan 2001 - Dec 2018 |
0.00%
0 out of 91 |
| US Inflation Adjusted | +6.51% |
+8.01%
Apr 2003 - Mar 2021 |
+3.56%
Jan 2001 - Dec 2018 |
0.00%
0 out of 91 |
18 Years Annualized Rolling Returns
Timeframes ending in every month
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18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 19 Years (228 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.89% |
+10.40%
Apr 2003 - Mar 2022 |
+5.95%
Jun 1999 - May 2018 |
0.00%
0 out of 79 |
| US Inflation Adjusted | +5.70% |
+7.84%
Apr 2003 - Mar 2022 |
+3.67%
Jun 1999 - May 2018 |
0.00%
0 out of 79 |
19 Years Annualized Rolling Returns
Timeframes ending in every month
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19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 20 Years (240 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.00% |
+9.95%
May 2003 - Apr 2023 |
+5.51%
Jan 1999 - Dec 2018 |
0.00%
0 out of 67 |
| US Inflation Adjusted | +5.60% |
+7.23%
Apr 2003 - Mar 2023 |
+3.27%
Jan 1999 - Dec 2018 |
0.00%
0 out of 67 |
20 Years Annualized Rolling Returns
Timeframes ending in every month
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20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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To obtain comprehensive information, please consult the Consumer Staples Select Sector SPDR Fund (XLP) ETF: Historical Returns page.
