Financial Select Sector SPDR (XLF): Rolling Returns

Data Source: from January 1999 to June 2024 (~26 years)
Consolidated Returns as of 30 June 2024

Holding the Financial Select Sector SPDR (XLF) 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 185 months (from October 2000 to February 2016).

This means that every rolling period of 186 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Financial Select Sector SPDR (XLF) 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.

FINANCIAL SELECT SECTOR SPDR (XLF) 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)

Inflation Adjusted:

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Annualized Rolling Returns - 1 Year (12 months)

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	Median	Best	Worst	Negative Periods
Annualized Rolling Return	+8.82%	+97.52% Mar 2009 - Feb 2010	-69.38% Mar 2008 - Feb 2009	36.95% 109 out of 295
US Inflation Adjusted	+5.43%	+93.36% Mar 2009 - Feb 2010	-69.39% Mar 2008 - Feb 2009	40.68% 120 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	+7.79%	+51.34% Mar 2009 - Feb 2011	-52.49% Mar 2007 - Feb 2009	25.80% 73 out of 283
US Inflation Adjusted	+5.22%	+48.17% Mar 2009 - Feb 2011	-53.44% Mar 2007 - Feb 2009	29.68% 84 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	+8.66%	+27.40% Oct 2011 - Sep 2014	-36.60% Mar 2006 - Feb 2009	21.03% 57 out of 271
US Inflation Adjusted	+5.63%	+25.42% Oct 2011 - Sep 2014	-37.95% Mar 2006 - Feb 2009	28.78% 78 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	+8.75%	+25.44% Mar 2009 - Feb 2013	-26.81% Mar 2005 - Feb 2009	23.17% 60 out of 259
US Inflation Adjusted	+5.72%	+22.62% Mar 2009 - Feb 2013	-28.62% Mar 2005 - Feb 2009	26.25% 68 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	+7.78%	+25.42% Mar 2009 - Feb 2014	-21.87% Mar 2004 - Feb 2009	24.29% 60 out of 247
US Inflation Adjusted	+4.61%	+22.89% Mar 2009 - Feb 2014	-23.88% Mar 2004 - Feb 2009	26.32% 65 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	+6.83%	+23.46% Mar 2009 - Feb 2015	-13.41% Mar 2003 - Feb 2009	28.51% 67 out of 235
US Inflation Adjusted	+4.09%	+21.40% Mar 2009 - Feb 2015	-15.50% Mar 2003 - Feb 2009	32.34% 76 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	+7.43%	+18.37% Oct 2011 - Sep 2018	-13.79% Mar 2002 - Feb 2009	35.87% 80 out of 223
US Inflation Adjusted	+5.33%	+16.58% Oct 2011 - Sep 2018	-15.95% Mar 2002 - Feb 2009	39.46% 88 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	+5.09%	+20.91% Mar 2009 - Feb 2017	-12.78% Mar 2001 - Feb 2009	43.60% 92 out of 211
US Inflation Adjusted	+2.46%	+18.85% Mar 2009 - Feb 2017	-14.82% Mar 2001 - Feb 2009	45.97% 97 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	+0.79%	+20.76% Mar 2009 - Feb 2018	-8.53% Apr 2000 - Mar 2009	49.25% 98 out of 199
US Inflation Adjusted	-1.97%	+18.63% Mar 2009 - Feb 2018	-10.71% Apr 2000 - Mar 2009	53.27% 106 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	+0.25%	+17.72% Mar 2009 - Feb 2019	-9.00% Mar 1999 - Feb 2009	45.99% 86 out of 187
US Inflation Adjusted	-1.84%	+15.68% Mar 2009 - Feb 2019	-11.29% Mar 1999 - Feb 2009	56.68% 106 out of 187

10 Years Annualized Rolling Returns

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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	+1.41%	+16.23% Mar 2009 - Feb 2020	-5.84% Oct 2000 - Sep 2011	27.43% 48 out of 175
US Inflation Adjusted	-0.51%	+14.16% Mar 2009 - Feb 2020	-8.09% Oct 2000 - Sep 2011	57.14% 100 out of 175

11 Years Annualized Rolling Returns

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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	+2.24%	+16.91% Mar 2009 - Feb 2021	-3.24% Dec 1999 - Nov 2011	22.09% 36 out of 163
US Inflation Adjusted	+0.27%	+14.84% Mar 2009 - Feb 2021	-5.63% Dec 1999 - Nov 2011	46.63% 76 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	+2.21%	+17.25% Mar 2009 - Feb 2022	-2.46% Jan 1999 - Dec 2011	15.23% 23 out of 151
US Inflation Adjusted	+0.20%	+14.65% Mar 2009 - Feb 2022	-4.86% Jan 1999 - Dec 2011	41.06% 62 out of 151

13 Years Annualized Rolling Returns

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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	+3.11%	+15.47% Mar 2009 - Feb 2023	-0.53% Jan 1999 - Dec 2012	4.32% 6 out of 139
US Inflation Adjusted	+1.05%	+12.63% Mar 2009 - Feb 2023	-2.92% Jan 1999 - Dec 2012	38.13% 53 out of 139

14 Years Annualized Rolling Returns

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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	+3.25%	+15.44% Mar 2009 - Feb 2024	+0.04% Feb 2001 - Jan 2016	0.00% 0 out of 127
US Inflation Adjusted	+1.09%	+12.56% Mar 2009 - Feb 2024	-1.96% Feb 2001 - Jan 2016	25.20% 32 out of 127

15 Years Annualized Rolling Returns

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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	+3.34%	+7.95% Jul 2008 - Jun 2024	+0.81% Oct 2000 - Sep 2016	0.00% 0 out of 115
US Inflation Adjusted	+1.12%	+5.52% Jul 2008 - Jun 2024	-1.24% Oct 2000 - Sep 2016	21.74% 25 out of 115

16 Years Annualized Rolling Returns

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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	+3.54%	+5.45% Nov 2004 - Oct 2021	+1.17% Mar 1999 - Feb 2016	0.00% 0 out of 103
US Inflation Adjusted	+1.27%	+3.23% Jan 2003 - Dec 2019	-0.98% Mar 1999 - Feb 2016	8.74% 9 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	+3.99%	+6.17% Apr 2003 - Mar 2021	+1.77% Apr 2002 - Mar 2020	0.00% 0 out of 91
US Inflation Adjusted	+1.67%	+4.04% Apr 2003 - Mar 2021	-0.29% Apr 2002 - Mar 2020	2.20% 2 out of 91

18 Years Annualized Rolling Returns

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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	+4.12%	+6.59% Apr 2003 - Mar 2022	+1.88% Apr 2001 - Mar 2020	0.00% 0 out of 79
US Inflation Adjusted	+1.70%	+4.21% Oct 2002 - Sep 2021	-0.15% Apr 2001 - Mar 2020	1.27% 1 out of 79

19 Years Annualized Rolling Returns

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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	+4.53%	+5.92% Mar 2003 - Feb 2023	+2.17% Nov 2000 - Oct 2020	0.00% 0 out of 67
US Inflation Adjusted	+2.13%	+3.46% Nov 2001 - Oct 2021	+0.13% Oct 2000 - Sep 2020	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 Financial Select Sector SPDR (XLF) ETF: Historical Returns page.