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

Data Source: from January 1999 to April 2024 (~25 years)
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)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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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)

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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
15.66%
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)

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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 +7.08% +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)

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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)

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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)

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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)

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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 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)

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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)

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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)

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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 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)

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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)

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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)

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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)

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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)

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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)

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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.