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

Data Source: from January 1999 to January 2024 (~25 years)
Consolidated Returns as of 31 January 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 February 2004 - 31 January 2024 (20 Years)
Data Source: 1 January 1999 - 31 January 2024 (~25 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -30.48 12/2007
11/2008
0.69$ -2.09 0.97$ 9.88 1.09$ 25.59 1.25$ 41.40 01/2013
12/2013
1.41$ 7.02 20.52%
2Y -16.59 05/2007
04/2009
0.69$ 1.54 1.03$ 10.20 1.21$ 20.97 1.46$ 33.73 12/2012
11/2014
1.78$ 5.09 11.06%
3Y -9.42 03/2006
02/2009
0.74$ 1.76 1.05$ 11.29 1.37$ 20.04 1.72$ 29.65 06/2012
05/2015
2.17$ 8.41 13.17%
4Y -5.08 03/2005
02/2009
0.81$ 1.17 1.04$ 11.86 1.56$ 19.08 2.01$ 25.45 12/2010
11/2014
2.47$ 10.75 9.33%
5Y -4.60 03/2004
02/2009
0.79$ 2.28 1.11$ 11.55 1.72$ 18.66 2.35$ 23.99 08/2010
07/2015
2.93$ 10.97 4.97%
6Y 0.29 07/2004
06/2010
1.01$ 4.09 1.27$ 11.85 1.95$ 17.29 2.60$ 23.32 03/2009
02/2015
3.51$ 9.87 0.00%
7Y 1.96 02/2004
01/2011
1.14$ 5.94 1.49$ 12.15 2.23$ 16.29 2.87$ 18.91 10/2011
09/2018
3.36$ 12.15 0.00%
8Y 3.54 03/2004
02/2012
1.32$ 8.64 1.94$ 12.38 2.54$ 15.78 3.22$ 18.08 09/2010
08/2018
3.78$ 11.59 0.00%
9Y 5.48 02/2004
01/2013
1.61$ 9.47 2.25$ 12.52 2.89$ 15.87 3.76$ 17.55 03/2009
02/2018
4.28$ 9.91 0.00%
10Y 7.93 02/2004
01/2014
2.14$ 9.96 2.58$ 12.23 3.17$ 15.59 4.25$ 17.00 09/2011
08/2021
4.80$ 11.39 0.00%
11Y 9.20 01/2006
12/2016
2.63$ 9.76 2.78$ 12.26 3.56$ 15.25 4.76$ 17.38 09/2010
08/2021
5.82$ 13.17 0.00%
12Y 8.23 03/2004
02/2016
2.58$ 9.73 3.04$ 11.13 3.54$ 15.15 5.43$ 16.41 05/2009
04/2021
6.19$ 13.91 0.00%
13Y 8.32 02/2004
01/2017
2.82$ 9.89 3.40$ 10.89 3.83$ 14.54 5.84$ 16.25 03/2009
02/2022
7.08$ 14.02 0.00%
14Y 9.05 05/2004
04/2018
3.36$ 9.67 3.64$ 11.00 4.31$ 13.22 5.68$ 15.03 12/2008
11/2022
7.10$ 13.21 0.00%
15Y 8.99 06/2004
05/2019
3.63$ 9.65 3.97$ 10.87 4.70$ 11.93 5.42$ 13.76 02/2009
01/2024
6.91$ 13.76 0.00%
16Y 8.83 03/2004
02/2020
3.87$ 9.94 4.55$ 10.71 5.09$ 11.28 5.53$ 11.67 01/2006
12/2021
5.84$ 11.23 0.00%
17Y 9.66 03/2004
02/2021
4.79$ 10.19 5.20$ 10.62 5.56$ 11.14 6.01$ 11.47 11/2004
10/2021
6.32$ 10.49 0.00%
18Y 9.97 06/2005
05/2023
5.53$ 10.04 5.59$ 10.25 5.79$ 10.64 6.16$ 11.00 12/2004
11/2022
6.54$ 10.40 0.00%
19Y 9.45 03/2004
02/2023
5.55$ 9.59 5.69$ 9.96 6.07$ 10.16 6.28$ 10.44 02/2005
01/2024
6.60$ 10.44 0.00%
20Y 9.64 02/2004
01/2024
6.30$ 9.64 6.30$ 9.64 6.30$ 9.64 6.30$ 9.64 02/2004
01/2024
6.30$ 9.64 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -31.23 12/2007
11/2008
0.68$ -5.55 0.94$ 7.24 1.07$ 23.41 1.23$ 39.30 01/2013
12/2013
1.39$ 3.79 26.20%
2Y -17.93 05/2007
04/2009
0.67$ -1.97 0.96$ 7.54 1.15$ 17.38 1.37$ 32.10 12/2012
11/2014
1.74$ 0.35 19.82%
3Y -11.35 03/2006
02/2009
0.69$ -1.45 0.95$ 8.65 1.28$ 18.06 1.64$ 28.12 06/2012
05/2015
2.10$ 2.60 17.07%
4Y -7.43 03/2005
02/2009
0.73$ -1.08 0.95$ 8.78 1.40$ 17.13 1.88$ 23.08 12/2010
11/2014
2.29$ 5.90 22.28%
5Y -7.06 03/2004
02/2009
0.69$ 0.12 1.00$ 8.98 1.53$ 16.42 2.13$ 21.79 08/2010
07/2015
2.67$ 6.53 13.81%
6Y -2.01 07/2004
06/2010
0.88$ 1.54 1.09$ 9.78 1.75$ 15.59 2.38$ 21.26 03/2009
02/2015
3.17$ 5.94 4.73%
7Y -0.51 02/2004
01/2011
0.96$ 3.67 1.28$ 9.99 1.94$ 14.47 2.57$ 17.11 10/2011
09/2018
3.02$ 8.37 1.27%
8Y 0.97 03/2004
02/2012
1.08$ 5.69 1.55$ 10.24 2.18$ 13.87 2.82$ 16.01 03/2009
02/2017
3.27$ 7.96 0.00%
9Y 2.94 03/2004
02/2013
1.29$ 7.07 1.84$ 10.25 2.40$ 13.93 3.23$ 15.49 03/2009
02/2018
3.65$ 6.58 0.00%
10Y 5.44 02/2004
01/2014
1.69$ 7.74 2.10$ 10.15 2.62$ 13.39 3.51$ 14.82 09/2011
08/2021
3.98$ 8.37 0.00%
11Y 7.15 02/2004
01/2015
2.13$ 7.73 2.26$ 10.10 2.88$ 12.96 3.82$ 15.00 09/2010
08/2021
4.65$ 10.22 0.00%
12Y 6.09 03/2004
02/2016
2.03$ 7.60 2.40$ 9.33 2.91$ 12.55 4.12$ 14.24 05/2009
04/2021
4.94$ 11.03 0.00%
13Y 6.11 02/2004
01/2017
2.16$ 7.80 2.65$ 8.90 3.03$ 11.67 4.19$ 13.68 03/2009
02/2022
5.29$ 11.10 0.00%
14Y 6.82 05/2004
04/2018
2.51$ 7.56 2.77$ 8.97 3.32$ 10.70 4.15$ 12.30 12/2008
11/2022
5.07$ 10.39 0.00%
15Y 6.80 06/2004
05/2019
2.68$ 7.49 2.95$ 8.75 3.51$ 9.59 3.95$ 10.92 02/2009
01/2024
4.73$ 10.92 0.00%
16Y 6.62 03/2004
02/2020
2.78$ 7.47 3.16$ 8.29 3.57$ 8.84 3.87$ 9.34 11/2005
10/2021
4.17$ 8.63 0.00%
17Y 7.25 11/2006
10/2023
3.28$ 7.58 3.46$ 8.07 3.74$ 8.62 4.08$ 9.06 11/2004
10/2021
4.36$ 7.79 0.00%
18Y 7.26 06/2005
05/2023
3.52$ 7.42 3.62$ 7.58 3.72$ 7.91 3.93$ 8.30 12/2004
11/2022
4.20$ 7.73 0.00%
19Y 6.72 03/2004
02/2023
3.44$ 6.87 3.53$ 7.24 3.77$ 7.44 3.91$ 7.69 02/2005
01/2024
4.08$ 7.69 0.00%
20Y 6.89 02/2004
01/2024
3.79$ 6.89 3.79$ 6.89 3.79$ 6.89 3.79$ 6.89 02/2004
01/2024
3.79$ 6.89 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -30.48 12/2007
11/2008
0.69$ -2.94 0.97$ 8.45 1.08$ 23.33 1.23$ 41.40 01/2013
12/2013
1.41$ 7.02 23.79%
2Y -16.59 05/2007
04/2009
0.69$ -0.14 0.99$ 8.24 1.17$ 18.93 1.41$ 33.73 12/2012
11/2014
1.78$ 5.09 15.83%
3Y -9.42 03/2006
02/2009
0.74$ -0.47 0.98$ 8.63 1.28$ 16.81 1.59$ 29.65 06/2012
05/2015
2.17$ 8.41 15.79%
4Y -5.08 03/2005
02/2009
0.81$ 0.53 1.02$ 8.61 1.39$ 17.90 1.93$ 25.45 12/2010
11/2014
2.47$ 10.75 9.45%
5Y -4.60 03/2004
02/2009
0.79$ 1.77 1.09$ 8.77 1.52$ 17.49 2.23$ 23.99 08/2010
07/2015
2.93$ 10.97 4.55%
6Y -0.71 05/2003
04/2009
0.95$ 2.18 1.13$ 9.65 1.73$ 16.59 2.51$ 23.32 03/2009
02/2015
3.51$ 9.87 2.17%
7Y -1.47 03/2002
02/2009
0.90$ 2.96 1.22$ 10.47 2.00$ 15.62 2.76$ 18.91 10/2011
09/2018
3.36$ 12.15 1.83%
8Y -1.55 03/2001
02/2009
0.88$ 3.22 1.28$ 10.44 2.21$ 15.34 3.13$ 18.08 09/2010
08/2018
3.78$ 11.59 3.40%
9Y -1.48 04/2000
03/2009
0.87$ 2.81 1.28$ 10.20 2.39$ 15.54 3.66$ 17.55 03/2009
02/2018
4.28$ 9.91 4.12%
10Y -0.73 05/1999
04/2009
0.92$ 2.85 1.32$ 10.57 2.73$ 15.13 4.09$ 17.00 09/2011
08/2021
4.80$ 11.39 1.65%
11Y 0.84 07/1999
06/2010
1.09$ 3.56 1.46$ 10.23 2.91$ 14.83 4.57$ 17.38 09/2010
08/2021
5.82$ 13.17 0.00%
12Y 2.30 01/2000
12/2011
1.31$ 4.76 1.74$ 10.09 3.16$ 14.62 5.14$ 16.41 05/2009
04/2021
6.19$ 13.91 0.00%
13Y 3.27 06/1999
05/2012
1.52$ 5.91 2.10$ 9.90 3.41$ 13.71 5.31$ 16.25 03/2009
02/2022
7.08$ 14.02 0.00%
14Y 4.46 01/1999
12/2012
1.84$ 6.96 2.56$ 9.67 3.64$ 12.58 5.25$ 15.03 12/2008
11/2022
7.10$ 13.21 0.00%
15Y 6.17 05/1999
04/2014
2.45$ 7.46 2.94$ 9.60 3.95$ 11.52 5.13$ 13.76 02/2009
01/2024
6.91$ 13.76 0.00%
16Y 6.55 02/2000
01/2016
2.75$ 7.48 3.16$ 9.55 4.30$ 10.93 5.26$ 11.67 01/2006
12/2021
5.84$ 11.23 0.00%
17Y 6.32 01/2000
12/2016
2.83$ 7.43 3.38$ 9.59 4.74$ 10.70 5.62$ 11.47 11/2004
10/2021
6.32$ 10.49 0.00%
18Y 6.87 02/1999
01/2017
3.30$ 7.48 3.66$ 9.48 5.10$ 10.40 5.93$ 11.02 09/2003
08/2021
6.56$ 10.40 0.00%
19Y 7.08 01/2000
12/2018
3.66$ 7.57 3.99$ 9.51 5.62$ 10.30 6.44$ 10.98 01/2003
12/2021
7.23$ 10.44 0.00%
20Y 7.02 04/2000
03/2020
3.88$ 7.70 4.40$ 9.33 5.95$ 10.02 6.74$ 10.79 11/2001
10/2021
7.76$ 9.64 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -31.23 12/2007
11/2008
0.68$ -6.23 0.93$ 5.28 1.05$ 20.64 1.20$ 39.30 01/2013
12/2013
1.39$ 3.79 31.72%
2Y -17.93 05/2007
04/2009
0.67$ -3.06 0.93$ 5.24 1.10$ 16.17 1.34$ 32.10 12/2012
11/2014
1.74$ 0.35 26.98%
3Y -11.35 03/2006
02/2009
0.69$ -2.82 0.91$ 6.04 1.19$ 14.60 1.50$ 28.12 06/2012
05/2015
2.10$ 2.60 23.68%
4Y -7.43 03/2005
02/2009
0.73$ -1.68 0.93$ 5.72 1.24$ 15.97 1.80$ 23.08 12/2010
11/2014
2.29$ 5.90 27.56%
5Y -7.06 03/2004
02/2009
0.69$ -0.58 0.97$ 6.32 1.35$ 15.87 2.08$ 21.79 08/2010
07/2015
2.67$ 6.53 21.90%
6Y -3.15 05/2003
04/2009
0.82$ -0.51 0.96$ 6.88 1.49$ 14.77 2.28$ 21.26 03/2009
02/2015
3.17$ 5.94 18.70%
7Y -3.95 03/2002
02/2009
0.75$ 0.24 1.01$ 7.30 1.63$ 13.82 2.47$ 17.11 10/2011
09/2018
3.02$ 8.37 13.76%
8Y -3.85 03/2001
02/2009
0.73$ 0.43 1.03$ 7.58 1.79$ 13.45 2.74$ 16.01 03/2009
02/2017
3.27$ 7.96 12.14%
9Y -3.83 04/2000
03/2009
0.70$ 0.29 1.02$ 7.94 1.98$ 13.59 3.14$ 15.49 03/2009
02/2018
3.65$ 6.58 13.40%
10Y -3.20 03/1999
02/2009
0.72$ 0.48 1.04$ 8.48 2.25$ 13.04 3.40$ 14.82 09/2011
08/2021
3.98$ 8.37 13.19%
11Y -1.60 07/1999
06/2010
0.83$ 1.09 1.12$ 7.98 2.32$ 12.52 3.65$ 15.00 09/2010
08/2021
4.65$ 10.22 8.82%
12Y -0.21 01/2000
12/2011
0.97$ 2.33 1.31$ 7.95 2.50$ 11.95 3.87$ 14.24 05/2009
04/2021
4.94$ 11.03 1.27%
13Y 0.76 06/1999
05/2012
1.10$ 3.50 1.56$ 7.80 2.65$ 11.10 3.93$ 13.68 03/2009
02/2022
5.29$ 11.10 0.00%
14Y 1.94 01/1999
12/2012
1.30$ 4.53 1.85$ 7.50 2.75$ 10.09 3.84$ 12.30 12/2008
11/2022
5.07$ 10.39 0.00%
15Y 3.69 05/1999
04/2014
1.72$ 5.12 2.11$ 7.39 2.91$ 9.08 3.68$ 10.92 02/2009
01/2024
4.73$ 10.92 0.00%
16Y 4.31 02/2000
01/2016
1.96$ 5.19 2.24$ 7.34 3.10$ 8.62 3.75$ 9.34 11/2005
10/2021
4.17$ 8.63 0.00%
17Y 4.07 01/2000
12/2016
1.97$ 5.17 2.35$ 7.33 3.32$ 8.12 3.76$ 9.06 11/2004
10/2021
4.36$ 7.79 0.00%
18Y 4.57 02/1999
01/2017
2.23$ 5.26 2.51$ 7.26 3.52$ 8.03 4.01$ 8.64 09/2003
08/2021
4.44$ 7.73 0.00%
19Y 4.82 05/1999
04/2018
2.44$ 5.31 2.67$ 7.06 3.65$ 7.73 4.11$ 8.47 01/2003
12/2021
4.68$ 7.69 0.00%
20Y 4.84 04/2000
03/2020
2.57$ 5.42 2.87$ 6.88 3.78$ 7.39 4.16$ 8.37 11/2001
10/2021
4.99$ 6.89 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.45% +41.40%
Jan 2013 - Dec 2013
-30.48%
Dec 2007 - Nov 2008
23.79%
69 out of 290
US Inflation Adjusted +5.28% +39.30%
Jan 2013 - Dec 2013
-31.23%
Dec 2007 - Nov 2008
31.72%
92 out of 290
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.24% +33.73%
Dec 2012 - Nov 2014
-16.59%
May 2007 - Apr 2009
15.83%
44 out of 278
US Inflation Adjusted +5.24% +32.10%
Dec 2012 - Nov 2014
-17.93%
May 2007 - Apr 2009
26.98%
75 out of 278
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 +8.63% +29.65%
Jun 2012 - May 2015
-9.42%
Mar 2006 - Feb 2009
15.79%
42 out of 266
US Inflation Adjusted +6.04% +28.12%
Jun 2012 - May 2015
-11.35%
Mar 2006 - Feb 2009
23.68%
63 out of 266
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 +8.61% +25.45%
Dec 2010 - Nov 2014
-5.08%
Mar 2005 - Feb 2009
9.45%
24 out of 254
US Inflation Adjusted +5.72% +23.08%
Dec 2010 - Nov 2014
-7.43%
Mar 2005 - Feb 2009
27.56%
70 out of 254
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.77% +23.99%
Aug 2010 - Jul 2015
-4.60%
Mar 2004 - Feb 2009
4.55%
11 out of 242
US Inflation Adjusted +6.32% +21.79%
Aug 2010 - Jul 2015
-7.06%
Mar 2004 - Feb 2009
21.90%
53 out of 242
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 +9.65% +23.32%
Mar 2009 - Feb 2015
-0.71%
May 2003 - Apr 2009
2.17%
5 out of 230
US Inflation Adjusted +6.88% +21.26%
Mar 2009 - Feb 2015
-3.15%
May 2003 - Apr 2009
18.70%
43 out of 230
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 +10.47% +18.91%
Oct 2011 - Sep 2018
-1.47%
Mar 2002 - Feb 2009
1.83%
4 out of 218
US Inflation Adjusted +7.30% +17.11%
Oct 2011 - Sep 2018
-3.95%
Mar 2002 - Feb 2009
13.76%
30 out of 218
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.44% +18.08%
Sep 2010 - Aug 2018
-1.55%
Mar 2001 - Feb 2009
3.40%
7 out of 206
US Inflation Adjusted +7.58% +16.01%
Mar 2009 - Feb 2017
-3.85%
Mar 2001 - Feb 2009
12.14%
25 out of 206
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.20% +17.55%
Mar 2009 - Feb 2018
-1.48%
Apr 2000 - Mar 2009
4.12%
8 out of 194
US Inflation Adjusted +7.94% +15.49%
Mar 2009 - Feb 2018
-3.83%
Apr 2000 - Mar 2009
13.40%
26 out of 194
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.57% +17.00%
Sep 2011 - Aug 2021
-0.73%
May 1999 - Apr 2009
1.65%
3 out of 182
US Inflation Adjusted +8.48% +14.82%
Sep 2011 - Aug 2021
-3.20%
Mar 1999 - Feb 2009
13.19%
24 out of 182
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.23% +17.38%
Sep 2010 - Aug 2021
+0.84%
Jul 1999 - Jun 2010
0.00%
0 out of 170
US Inflation Adjusted +7.98% +15.00%
Sep 2010 - Aug 2021
-1.60%
Jul 1999 - Jun 2010
8.82%
15 out of 170
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.09% +16.41%
May 2009 - Apr 2021
+2.30%
Jan 2000 - Dec 2011
0.00%
0 out of 158
US Inflation Adjusted +7.95% +14.24%
May 2009 - Apr 2021
-0.21%
Jan 2000 - Dec 2011
1.27%
2 out of 158
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.90% +16.25%
Mar 2009 - Feb 2022
+3.27%
Jun 1999 - May 2012
0.00%
0 out of 146
US Inflation Adjusted +7.80% +13.68%
Mar 2009 - Feb 2022
+0.76%
Jun 1999 - May 2012
0.00%
0 out of 146
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.67% +15.03%
Dec 2008 - Nov 2022
+4.46%
Jan 1999 - Dec 2012
0.00%
0 out of 134
US Inflation Adjusted +7.50% +12.30%
Dec 2008 - Nov 2022
+1.94%
Jan 1999 - Dec 2012
0.00%
0 out of 134
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.60% +13.76%
Feb 2009 - Jan 2024
+6.17%
May 1999 - Apr 2014
0.00%
0 out of 122
US Inflation Adjusted +7.39% +10.92%
Feb 2009 - Jan 2024
+3.69%
May 1999 - Apr 2014
0.00%
0 out of 122
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.55% +11.67%
Jan 2006 - Dec 2021
+6.55%
Feb 2000 - Jan 2016
0.00%
0 out of 110
US Inflation Adjusted +7.34% +9.34%
Nov 2005 - Oct 2021
+4.31%
Feb 2000 - Jan 2016
0.00%
0 out of 110
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.59% +11.47%
Nov 2004 - Oct 2021
+6.32%
Jan 2000 - Dec 2016
0.00%
0 out of 98
US Inflation Adjusted +7.33% +9.06%
Nov 2004 - Oct 2021
+4.07%
Jan 2000 - Dec 2016
0.00%
0 out of 98
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.48% +11.02%
Sep 2003 - Aug 2021
+6.87%
Feb 1999 - Jan 2017
0.00%
0 out of 86
US Inflation Adjusted +7.26% +8.64%
Sep 2003 - Aug 2021
+4.57%
Feb 1999 - Jan 2017
0.00%
0 out of 86
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.51% +10.98%
Jan 2003 - Dec 2021
+7.08%
Jan 2000 - Dec 2018
0.00%
0 out of 74
US Inflation Adjusted +7.06% +8.47%
Jan 2003 - Dec 2021
+4.82%
May 1999 - Apr 2018
0.00%
0 out of 74
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.33% +10.79%
Nov 2001 - Oct 2021
+7.02%
Apr 2000 - Mar 2020
0.00%
0 out of 62
US Inflation Adjusted +6.88% +8.37%
Nov 2001 - Oct 2021
+4.84%
Apr 2000 - Mar 2020
0.00%
0 out of 62
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.