Materials Select Sector SPDR Fund (XLB): Rolling Returns

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

MATERIALS SELECT SECTOR SPDR FUND (XLB) 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	+11.31%	+78.41% Apr 2020 - Mar 2021	-51.37% Mar 2008 - Feb 2009	28.14% 83 out of 295
US Inflation Adjusted	+8.17%	+73.86% Apr 2020 - Mar 2021	-51.38% Mar 2008 - Feb 2009	32.54% 96 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	+8.06%	+46.78% Mar 2009 - Feb 2011	-26.21% Mar 2007 - Feb 2009	19.79% 56 out of 283
US Inflation Adjusted	+5.20%	+43.70% Mar 2009 - Feb 2011	-27.69% Mar 2007 - Feb 2009	29.33% 83 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	+8.96%	+27.27% Mar 2009 - Feb 2012	-12.44% Mar 2006 - Feb 2009	14.02% 38 out of 271
US Inflation Adjusted	+6.62%	+24.29% Mar 2009 - Feb 2012	-14.31% Mar 2006 - Feb 2009	19.19% 52 out of 271

3 Years Annualized Rolling Returns

Timeframes ending in every month

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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	+9.71%	+22.58% Apr 2003 - Mar 2007	-9.02% Mar 2005 - Feb 2009	8.88% 23 out of 259
US Inflation Adjusted	+7.35%	+19.25% Apr 2003 - Mar 2007	-11.27% Mar 2005 - Feb 2009	15.44% 40 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	+9.00%	+22.42% Mar 2009 - Feb 2014	-4.16% Mar 2004 - Feb 2009	3.64% 9 out of 247
US Inflation Adjusted	+5.98%	+19.95% Mar 2009 - Feb 2014	-6.62% Mar 2004 - Feb 2009	10.12% 25 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	+8.16%	+20.53% Mar 2009 - Feb 2015	+1.25% Apr 2014 - Mar 2020	0.00% 0 out of 235
US Inflation Adjusted	+5.71%	+18.52% Mar 2009 - Feb 2015	-0.30% Jul 2007 - Jun 2013	0.85% 2 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	+8.82%	+15.50% Oct 2000 - Sep 2007	-0.27% Mar 2002 - Feb 2009	0.45% 1 out of 223
US Inflation Adjusted	+6.34%	+12.51% Oct 2000 - Sep 2007	-2.77% Mar 2002 - Feb 2009	1.35% 3 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	+8.27%	+15.85% Mar 2009 - Feb 2017	+1.15% Mar 2001 - Feb 2009	0.00% 0 out of 211
US Inflation Adjusted	+5.82%	+13.88% Mar 2009 - Feb 2017	-1.22% Mar 2001 - Feb 2009	0.95% 2 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	+8.19%	+15.89% Mar 2009 - Feb 2018	+0.67% Jan 2000 - Dec 2008	0.00% 0 out of 199
US Inflation Adjusted	+5.57%	+13.85% Mar 2009 - Feb 2018	-1.81% Jan 2000 - Dec 2008	2.51% 5 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	+8.51%	+13.51% Mar 2009 - Feb 2019	+1.29% Mar 1999 - Feb 2009	0.00% 0 out of 187
US Inflation Adjusted	+5.75%	+11.54% Mar 2009 - Feb 2019	-1.26% Mar 1999 - Feb 2009	2.67% 5 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	+8.09%	+12.66% Jul 2010 - Jun 2021	+3.12% Jul 1999 - Jun 2010	0.00% 0 out of 175
US Inflation Adjusted	+5.78%	+10.43% Jul 2010 - Jun 2021	+0.64% Jul 1999 - Jun 2010	0.00% 0 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	+7.95%	+14.26% Mar 2009 - Feb 2021	+3.28% Apr 2008 - Mar 2020	0.00% 0 out of 163
US Inflation Adjusted	+5.69%	+12.24% Mar 2009 - Feb 2021	+1.66% Apr 2008 - Mar 2020	0.00% 0 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	+8.29%	+14.35% Mar 2009 - Feb 2022	+3.62% Apr 2007 - Mar 2020	0.00% 0 out of 151
US Inflation Adjusted	+5.99%	+11.82% Mar 2009 - Feb 2022	+1.81% Apr 2007 - Mar 2020	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	+7.95%	+13.29% Mar 2009 - Feb 2023	+4.75% Apr 2006 - Mar 2020	0.00% 0 out of 139
US Inflation Adjusted	+5.89%	+10.50% Mar 2009 - Feb 2023	+2.70% May 1999 - Apr 2013	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	+7.90%	+13.02% Mar 2009 - Feb 2024	+5.08% Apr 2005 - Mar 2020	0.00% 0 out of 127
US Inflation Adjusted	+5.72%	+10.19% Mar 2009 - Feb 2024	+3.06% Apr 2005 - Mar 2020	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	+8.05%	+10.13% Oct 2002 - Sep 2018	+5.60% Jan 2000 - Dec 2015	0.00% 0 out of 115
US Inflation Adjusted	+5.84%	+7.87% Oct 2002 - Sep 2018	+3.31% Nov 2007 - Oct 2023	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	+8.33%	+9.90% Jun 2004 - May 2021	+5.72% May 1999 - Apr 2016	0.00% 0 out of 103
US Inflation Adjusted	+5.92%	+7.63% Jun 2004 - May 2021	+3.48% May 1999 - Apr 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	+8.23%	+10.86% Apr 2003 - Mar 2021	+5.98% Apr 2002 - Mar 2020	0.00% 0 out of 91
US Inflation Adjusted	+5.78%	+8.64% Apr 2003 - Mar 2021	+3.83% Apr 2002 - Mar 2020	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	+8.41%	+11.02% Apr 2003 - Mar 2022	+5.85% Jan 2000 - Dec 2018	0.00% 0 out of 79
US Inflation Adjusted	+5.86%	+8.43% Apr 2003 - Mar 2022	+3.63% Jan 2000 - Dec 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	+8.93%	+10.20% Feb 2003 - Jan 2023	+5.83% Apr 2000 - Mar 2020	0.00% 0 out of 67
US Inflation Adjusted	+6.30%	+7.58% Nov 2001 - Oct 2021	+3.68% 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 Materials Select Sector SPDR Fund (XLB) ETF: Historical Returns page.