Consolidated Returns as of 31 March 2024
Holding the Materials Select Sector SPDR Fund (XLB) 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 118 months (from May 1999 to February 2009).
This means that every rolling period of 119 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Materials Select Sector SPDR Fund (XLB) 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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.18% |
+78.41%
Apr 2020 - Mar 2021 |
-51.37%
Mar 2008 - Feb 2009 |
28.42%
83 out of 292 |
US Inflation Adjusted | +7.93% |
+73.86%
Apr 2020 - Mar 2021 |
-51.38%
Mar 2008 - Feb 2009 |
32.88%
96 out of 292 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.06% |
+46.78%
Mar 2009 - Feb 2011 |
-26.21%
Mar 2007 - Feb 2009 |
20.00%
56 out of 280 |
US Inflation Adjusted | +5.20% |
+43.70%
Mar 2009 - Feb 2011 |
-27.69%
Mar 2007 - Feb 2009 |
29.64%
83 out of 280 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.97% |
+27.27%
Mar 2009 - Feb 2012 |
-12.44%
Mar 2006 - Feb 2009 |
14.18%
38 out of 268 |
US Inflation Adjusted | +6.65% |
+24.29%
Mar 2009 - Feb 2012 |
-14.31%
Mar 2006 - Feb 2009 |
18.28%
49 out of 268 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.69% |
+22.58%
Apr 2003 - Mar 2007 |
-9.02%
Mar 2005 - Feb 2009 |
8.98%
23 out of 256 |
US Inflation Adjusted | +7.16% |
+19.25%
Apr 2003 - Mar 2007 |
-11.27%
Mar 2005 - Feb 2009 |
15.63%
40 out of 256 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.88% |
+22.42%
Mar 2009 - Feb 2014 |
-4.16%
Mar 2004 - Feb 2009 |
3.69%
9 out of 244 |
US Inflation Adjusted | +5.69% |
+19.95%
Mar 2009 - Feb 2014 |
-6.62%
Mar 2004 - Feb 2009 |
10.25%
25 out of 244 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.12% |
+20.53%
Mar 2009 - Feb 2015 |
+1.25%
Apr 2014 - Mar 2020 |
0.00%
0 out of 232 |
US Inflation Adjusted | +5.69% |
+18.52%
Mar 2009 - Feb 2015 |
-0.30%
Jul 2007 - Jun 2013 |
0.86%
2 out of 232 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.80% |
+15.50%
Oct 2000 - Sep 2007 |
-0.27%
Mar 2002 - Feb 2009 |
0.45%
1 out of 220 |
US Inflation Adjusted | +6.34% |
+12.51%
Oct 2000 - Sep 2007 |
-2.77%
Mar 2002 - Feb 2009 |
1.36%
3 out of 220 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.23% |
+15.85%
Mar 2009 - Feb 2017 |
+1.15%
Mar 2001 - Feb 2009 |
0.00%
0 out of 208 |
US Inflation Adjusted | +5.79% |
+13.88%
Mar 2009 - Feb 2017 |
-1.22%
Mar 2001 - Feb 2009 |
0.96%
2 out of 208 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.14% |
+15.89%
Mar 2009 - Feb 2018 |
+0.67%
Jan 2000 - Dec 2008 |
0.00%
0 out of 196 |
US Inflation Adjusted | +5.56% |
+13.85%
Mar 2009 - Feb 2018 |
-1.81%
Jan 2000 - Dec 2008 |
2.55%
5 out of 196 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.47% |
+13.51%
Mar 2009 - Feb 2019 |
+1.29%
Mar 1999 - Feb 2009 |
0.00%
0 out of 184 |
US Inflation Adjusted | +5.76% |
+11.54%
Mar 2009 - Feb 2019 |
-1.26%
Mar 1999 - Feb 2009 |
2.72%
5 out of 184 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.02% |
+12.66%
Jul 2010 - Jun 2021 |
+3.12%
Jul 1999 - Jun 2010 |
0.00%
0 out of 172 |
US Inflation Adjusted | +5.77% |
+10.43%
Jul 2010 - Jun 2021 |
+0.64%
Jul 1999 - Jun 2010 |
0.00%
0 out of 172 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.92% |
+14.26%
Mar 2009 - Feb 2021 |
+3.28%
Apr 2008 - Mar 2020 |
0.00%
0 out of 160 |
US Inflation Adjusted | +5.64% |
+12.24%
Mar 2009 - Feb 2021 |
+1.66%
Apr 2008 - Mar 2020 |
0.00%
0 out of 160 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.28% |
+14.35%
Mar 2009 - Feb 2022 |
+3.62%
Apr 2007 - Mar 2020 |
0.00%
0 out of 148 |
US Inflation Adjusted | +5.99% |
+11.82%
Mar 2009 - Feb 2022 |
+1.81%
Apr 2007 - Mar 2020 |
0.00%
0 out of 148 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.93% |
+13.29%
Mar 2009 - Feb 2023 |
+4.75%
Apr 2006 - Mar 2020 |
0.00%
0 out of 136 |
US Inflation Adjusted | +5.86% |
+10.50%
Mar 2009 - Feb 2023 |
+2.70%
May 1999 - Apr 2013 |
0.00%
0 out of 136 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.89% |
+13.02%
Mar 2009 - Feb 2024 |
+5.08%
Apr 2005 - Mar 2020 |
0.00%
0 out of 124 |
US Inflation Adjusted | +5.71% |
+10.19%
Mar 2009 - Feb 2024 |
+3.06%
Apr 2005 - Mar 2020 |
0.00%
0 out of 124 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.06% |
+10.13%
Oct 2002 - Sep 2018 |
+5.60%
Jan 2000 - Dec 2015 |
0.00%
0 out of 112 |
US Inflation Adjusted | +5.85% |
+7.87%
Oct 2002 - Sep 2018 |
+3.31%
Nov 2007 - Oct 2023 |
0.00%
0 out of 112 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.36% |
+9.90%
Jun 2004 - May 2021 |
+5.72%
May 1999 - Apr 2016 |
0.00%
0 out of 100 |
US Inflation Adjusted | +5.95% |
+7.63%
Jun 2004 - May 2021 |
+3.48%
May 1999 - Apr 2016 |
0.00%
0 out of 100 |
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.23% |
+10.86%
Apr 2003 - Mar 2021 |
+5.98%
Apr 2002 - Mar 2020 |
0.00%
0 out of 88 |
US Inflation Adjusted | +5.78% |
+8.64%
Apr 2003 - Mar 2021 |
+3.83%
Apr 2002 - Mar 2020 |
0.00%
0 out of 88 |
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.36% |
+11.02%
Apr 2003 - Mar 2022 |
+5.85%
Jan 2000 - Dec 2018 |
0.00%
0 out of 76 |
US Inflation Adjusted | +5.83% |
+8.43%
Apr 2003 - Mar 2022 |
+3.63%
Jan 2000 - Dec 2018 |
0.00%
0 out of 76 |
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.92% |
+10.20%
Feb 2003 - Jan 2023 |
+5.83%
Apr 2000 - Mar 2020 |
0.00%
0 out of 64 |
US Inflation Adjusted | +6.31% |
+7.58%
Nov 2001 - Oct 2021 |
+3.68%
Apr 2000 - Mar 2020 |
0.00%
0 out of 64 |
To obtain comprehensive information, please consult the Materials Select Sector SPDR Fund (XLB) ETF: Historical Returns page.