Data Source: from January 1999 to April 2024 (~25 years)
Consolidated Returns as of 30 April 2024
Consolidated Returns as of 30 April 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 (~25 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 May 2004 - 30 April 2024 (20 Years)
Data Source: 1 January 1999 - 30 April 2024 (~25 years)
Annualized Rolling Returns - 1 Year (12 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.50% |
+41.40%
Jan 2013 - Dec 2013 |
-30.48%
Dec 2007 - Nov 2008 |
23.55%
69 out of 293 |
| US Inflation Adjusted | +5.39% |
+39.30%
Jan 2013 - Dec 2013 |
-31.23%
Dec 2007 - Nov 2008 |
31.40%
92 out of 293 |
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 2 Years (24 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.13% |
+33.73%
Dec 2012 - Nov 2014 |
-16.59%
May 2007 - Apr 2009 |
15.66%
44 out of 281 |
| US Inflation Adjusted | +5.22% |
+32.10%
Dec 2012 - Nov 2014 |
-17.93%
May 2007 - Apr 2009 |
26.69%
75 out of 281 |
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 3 Years (36 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.69% |
+29.65%
Jun 2012 - May 2015 |
-9.42%
Mar 2006 - Feb 2009 |
15.61%
42 out of 269 |
| US Inflation Adjusted | +5.94% |
+28.12%
Jun 2012 - May 2015 |
-11.35%
Mar 2006 - Feb 2009 |
23.42%
63 out of 269 |
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 4 Years (48 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.83% |
+25.45%
Dec 2010 - Nov 2014 |
-5.08%
Mar 2005 - Feb 2009 |
9.34%
24 out of 257 |
| US Inflation Adjusted | +5.79% |
+23.08%
Dec 2010 - Nov 2014 |
-7.43%
Mar 2005 - Feb 2009 |
27.24%
70 out of 257 |
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 5 Years (60 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.89% |
+23.99%
Aug 2010 - Jul 2015 |
-4.60%
Mar 2004 - Feb 2009 |
4.49%
11 out of 245 |
| US Inflation Adjusted | +6.53% |
+21.79%
Aug 2010 - Jul 2015 |
-7.06%
Mar 2004 - Feb 2009 |
21.63%
53 out of 245 |
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 6 Years (72 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.87% |
+23.32%
Mar 2009 - Feb 2015 |
-0.71%
May 2003 - Apr 2009 |
2.15%
5 out of 233 |
| US Inflation Adjusted | +7.10% |
+21.26%
Mar 2009 - Feb 2015 |
-3.15%
May 2003 - Apr 2009 |
18.45%
43 out of 233 |
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 7 Years (84 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.53% |
+18.91%
Oct 2011 - Sep 2018 |
-1.47%
Mar 2002 - Feb 2009 |
1.81%
4 out of 221 |
| US Inflation Adjusted | +7.31% |
+17.11%
Oct 2011 - Sep 2018 |
-3.95%
Mar 2002 - Feb 2009 |
13.57%
30 out of 221 |
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 8 Years (96 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.47% |
+18.08%
Sep 2010 - Aug 2018 |
-1.55%
Mar 2001 - Feb 2009 |
3.35%
7 out of 209 |
| US Inflation Adjusted | +7.58% |
+16.01%
Mar 2009 - Feb 2017 |
-3.85%
Mar 2001 - Feb 2009 |
11.96%
25 out of 209 |
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 9 Years (108 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.14% |
+17.55%
Mar 2009 - Feb 2018 |
-1.48%
Apr 2000 - Mar 2009 |
4.06%
8 out of 197 |
| US Inflation Adjusted | +7.89% |
+15.49%
Mar 2009 - Feb 2018 |
-3.83%
Apr 2000 - Mar 2009 |
13.20%
26 out of 197 |
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 10 Years (120 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.68% |
+17.00%
Sep 2011 - Aug 2021 |
-0.73%
May 1999 - Apr 2009 |
1.62%
3 out of 185 |
| US Inflation Adjusted | +8.41% |
+14.82%
Sep 2011 - Aug 2021 |
-3.20%
Mar 1999 - Feb 2009 |
12.97%
24 out of 185 |
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 11 Years (132 months)
Swipe left to see all data
| 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 173 |
| US Inflation Adjusted | +8.01% |
+15.00%
Sep 2010 - Aug 2021 |
-1.60%
Jul 1999 - Jun 2010 |
8.67%
15 out of 173 |
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 12 Years (144 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.13% |
+16.41%
May 2009 - Apr 2021 |
+2.30%
Jan 2000 - Dec 2011 |
0.00%
0 out of 161 |
| US Inflation Adjusted | +7.96% |
+14.24%
May 2009 - Apr 2021 |
-0.21%
Jan 2000 - Dec 2011 |
1.24%
2 out of 161 |
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 13 Years (156 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.97% |
+16.25%
Mar 2009 - Feb 2022 |
+3.27%
Jun 1999 - May 2012 |
0.00%
0 out of 149 |
| US Inflation Adjusted | +7.82% |
+13.68%
Mar 2009 - Feb 2022 |
+0.76%
Jun 1999 - May 2012 |
0.00%
0 out of 149 |
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 14 Years (168 months)
Swipe left to see all data
| 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 137 |
| US Inflation Adjusted | +7.56% |
+12.30%
Dec 2008 - Nov 2022 |
+1.94%
Jan 1999 - Dec 2012 |
0.00%
0 out of 137 |
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 15 Years (180 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.65% |
+15.01%
Mar 2009 - Feb 2024 |
+6.17%
May 1999 - Apr 2014 |
0.00%
0 out of 125 |
| US Inflation Adjusted | +7.49% |
+12.13%
Mar 2009 - Feb 2024 |
+3.69%
May 1999 - Apr 2014 |
0.00%
0 out of 125 |
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 16 Years (192 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.70% |
+12.13%
Apr 2008 - Mar 2024 |
+6.55%
Feb 2000 - Jan 2016 |
0.00%
0 out of 113 |
| US Inflation Adjusted | +7.46% |
+9.49%
Apr 2008 - Mar 2024 |
+4.31%
Feb 2000 - Jan 2016 |
0.00%
0 out of 113 |
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 17 Years (204 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.67% |
+11.47%
Nov 2004 - Oct 2021 |
+6.32%
Jan 2000 - Dec 2016 |
0.00%
0 out of 101 |
| US Inflation Adjusted | +7.46% |
+9.06%
Nov 2004 - Oct 2021 |
+4.07%
Jan 2000 - Dec 2016 |
0.00%
0 out of 101 |
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 18 Years (216 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.72% |
+11.02%
Sep 2003 - Aug 2021 |
+6.87%
Feb 1999 - Jan 2017 |
0.00%
0 out of 89 |
| US Inflation Adjusted | +7.37% |
+8.64%
Sep 2003 - Aug 2021 |
+4.57%
Feb 1999 - Jan 2017 |
0.00%
0 out of 89 |
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 19 Years (228 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.54% |
+10.98%
Jan 2003 - Dec 2021 |
+7.08%
Jan 2000 - Dec 2018 |
0.00%
0 out of 77 |
| US Inflation Adjusted | +7.09% |
+8.47%
Jan 2003 - Dec 2021 |
+4.82%
May 1999 - Apr 2018 |
0.00%
0 out of 77 |
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
Annualized Rolling Returns - 20 Years (240 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.47% |
+10.79%
Nov 2001 - Oct 2021 |
+7.02%
Apr 2000 - Mar 2020 |
0.00%
0 out of 65 |
| US Inflation Adjusted | +6.89% |
+8.37%
Nov 2001 - Oct 2021 |
+4.84%
Apr 2000 - Mar 2020 |
0.00%
0 out of 65 |
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
To obtain comprehensive information, please consult the Health Care Select Sector SPDR Fund (XLV) ETF: Historical Returns page.
