Health Care Select Sector SPDR Fund (XLV): Rolling Returns

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

Holding the Health Care Select Sector SPDR Fund (XLV) 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 123 months (from February 1999 to April 2009).

This means that every rolling period of 124 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Health Care Select Sector SPDR Fund (XLV) 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.

HEALTH CARE SELECT SECTOR SPDR FUND (XLV) 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	+8.53%	+41.40% Jan 2013 - Dec 2013	-30.48% Dec 2007 - Nov 2008	23.39% 69 out of 295
US Inflation Adjusted	+5.41%	+39.30% Jan 2013 - Dec 2013	-31.23% Dec 2007 - Nov 2008	31.19% 92 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	+8.13%	+33.73% Dec 2012 - Nov 2014	-16.59% May 2007 - Apr 2009	15.55% 44 out of 283
US Inflation Adjusted	+5.20%	+32.10% Dec 2012 - Nov 2014	-17.93% May 2007 - Apr 2009	26.50% 75 out of 283

2 Years Annualized Rolling Returns

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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	+8.63%	+29.65% Jun 2012 - May 2015	-9.42% Mar 2006 - Feb 2009	15.50% 42 out of 271
US Inflation Adjusted	+5.79%	+28.12% Jun 2012 - May 2015	-11.35% Mar 2006 - Feb 2009	23.25% 63 out of 271

3 Years Annualized Rolling Returns

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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	+8.87%	+25.45% Dec 2010 - Nov 2014	-5.08% Mar 2005 - Feb 2009	9.27% 24 out of 259
US Inflation Adjusted	+5.79%	+23.08% Dec 2010 - Nov 2014	-7.43% Mar 2005 - Feb 2009	27.03% 70 out of 259

4 Years Annualized Rolling Returns

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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	+9.06%	+23.99% Aug 2010 - Jul 2015	-4.60% Mar 2004 - Feb 2009	4.45% 11 out of 247
US Inflation Adjusted	+6.71%	+21.79% Aug 2010 - Jul 2015	-7.06% Mar 2004 - Feb 2009	21.46% 53 out of 247

5 Years Annualized Rolling Returns

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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	+9.94%	+23.32% Mar 2009 - Feb 2015	-0.71% May 2003 - Apr 2009	2.13% 5 out of 235
US Inflation Adjusted	+7.15%	+21.26% Mar 2009 - Feb 2015	-3.15% May 2003 - Apr 2009	18.30% 43 out of 235

6 Years Annualized Rolling Returns

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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	+10.67%	+18.91% Oct 2011 - Sep 2018	-1.47% Mar 2002 - Feb 2009	1.79% 4 out of 223
US Inflation Adjusted	+7.31%	+17.11% Oct 2011 - Sep 2018	-3.95% Mar 2002 - Feb 2009	13.45% 30 out of 223

7 Years Annualized Rolling Returns

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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	+10.56%	+18.08% Sep 2010 - Aug 2018	-1.55% Mar 2001 - Feb 2009	3.32% 7 out of 211
US Inflation Adjusted	+7.58%	+16.01% Mar 2009 - Feb 2017	-3.85% Mar 2001 - Feb 2009	11.85% 25 out of 211

8 Years Annualized Rolling Returns

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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	+10.08%	+17.55% Mar 2009 - Feb 2018	-1.48% Apr 2000 - Mar 2009	4.02% 8 out of 199
US Inflation Adjusted	+7.84%	+15.49% Mar 2009 - Feb 2018	-3.83% Apr 2000 - Mar 2009	13.07% 26 out of 199

9 Years Annualized Rolling Returns

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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	+10.69%	+17.00% Sep 2011 - Aug 2021	-0.73% May 1999 - Apr 2009	1.60% 3 out of 187
US Inflation Adjusted	+8.39%	+14.82% Sep 2011 - Aug 2021	-3.20% Mar 1999 - Feb 2009	12.83% 24 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	+10.28%	+17.38% Sep 2010 - Aug 2021	+0.84% Jul 1999 - Jun 2010	0.00% 0 out of 175
US Inflation Adjusted	+8.13%	+15.00% Sep 2010 - Aug 2021	-1.60% Jul 1999 - Jun 2010	8.57% 15 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	+10.14%	+16.41% May 2009 - Apr 2021	+2.30% Jan 2000 - Dec 2011	0.00% 0 out of 163
US Inflation Adjusted	+8.03%	+14.24% May 2009 - Apr 2021	-0.21% Jan 2000 - Dec 2011	1.23% 2 out of 163

12 Years Annualized Rolling Returns

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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	+10.01%	+16.25% Mar 2009 - Feb 2022	+3.27% Jun 1999 - May 2012	0.00% 0 out of 151
US Inflation Adjusted	+7.85%	+13.68% Mar 2009 - Feb 2022	+0.76% Jun 1999 - May 2012	0.00% 0 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	+9.69%	+15.03% Dec 2008 - Nov 2022	+4.46% Jan 1999 - Dec 2012	0.00% 0 out of 139
US Inflation Adjusted	+7.56%	+12.30% Dec 2008 - Nov 2022	+1.94% Jan 1999 - Dec 2012	0.00% 0 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	+9.72%	+15.01% Mar 2009 - Feb 2024	+6.17% May 1999 - Apr 2014	0.00% 0 out of 127
US Inflation Adjusted	+7.51%	+12.13% Mar 2009 - Feb 2024	+3.69% May 1999 - Apr 2014	0.00% 0 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	+9.71%	+12.16% Jul 2008 - Jun 2024	+6.55% Feb 2000 - Jan 2016	0.00% 0 out of 115
US Inflation Adjusted	+7.47%	+9.64% Jul 2008 - Jun 2024	+4.31% Feb 2000 - Jan 2016	0.00% 0 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	+9.71%	+11.47% Nov 2004 - Oct 2021	+6.32% Jan 2000 - Dec 2016	0.00% 0 out of 103
US Inflation Adjusted	+7.50%	+9.06% Nov 2004 - Oct 2021	+4.07% Jan 2000 - Dec 2016	0.00% 0 out of 103

17 Years Annualized Rolling Returns

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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	+9.76%	+11.02% Sep 2003 - Aug 2021	+6.87% Feb 1999 - Jan 2017	0.00% 0 out of 91
US Inflation Adjusted	+7.38%	+8.64% Sep 2003 - Aug 2021	+4.57% Feb 1999 - Jan 2017	0.00% 0 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	+9.59%	+10.98% Jan 2003 - Dec 2021	+7.08% Jan 2000 - Dec 2018	0.00% 0 out of 79
US Inflation Adjusted	+7.12%	+8.47% Jan 2003 - Dec 2021	+4.82% May 1999 - Apr 2018	0.00% 0 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	+9.54%	+10.79% Nov 2001 - Oct 2021	+7.02% Apr 2000 - Mar 2020	0.00% 0 out of 67
US Inflation Adjusted	+6.89%	+8.37% Nov 2001 - Oct 2021	+4.84% Apr 2000 - Mar 2020	0.00% 0 out of 67

20 Years Annualized Rolling Returns

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20 Years Annualized Rolling Returns

Annualized Rolling Return Distribution

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To obtain comprehensive information, please consult the Health Care Select Sector SPDR Fund (XLV) ETF: Historical Returns page.