Real Estate Select Sector SPDR (XLRE): Rolling Returns

Data Source: from January 1994 to February 2024 (~30 years)
Consolidated Returns as of 29 February 2024

Holding the Real Estate Select Sector SPDR (XLRE) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~30 years), the longest period with a negative return lasted 92 months (from July 2001 to February 2009).

This means that every rolling period of 93 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Real Estate Select Sector SPDR (XLRE) ETF: Historical Returns page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

REAL ESTATE SELECT SECTOR SPDR (XLRE) ETF
Previous vs Next Returns - 10 Years annualized
Updated to February 2024

The annualized return of the last 10 years has been 7.19% (updated at Feb 29, 2024).

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.

REAL ESTATE SELECT SECTOR SPDR (XLRE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1994 - 29 February 2024 (~30 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 -58.17 04/2008
03/2009
0.41$ -6.41 0.93$ 12.23 1.12$ 30.36 1.30$ 110.54 04/2009
03/2010
2.10$ 6.03 24.36%
2Y -42.93 03/2007
02/2009
0.32$ -2.20 0.95$ 11.15 1.23$ 23.04 1.51$ 65.96 03/2009
02/2011
2.75$ -3.56 17.21%
3Y -25.03 04/2006
03/2009
0.42$ 2.09 1.06$ 10.78 1.35$ 20.46 1.74$ 43.49 04/2009
03/2012
2.95$ 4.79 10.46%
4Y -13.75 03/2005
02/2009
0.55$ 3.26 1.13$ 9.51 1.43$ 18.81 1.99$ 35.97 03/2009
02/2013
3.41$ 4.87 11.50%
5Y -8.74 04/2004
03/2009
0.63$ 3.51 1.18$ 8.91 1.53$ 18.55 2.34$ 29.54 03/2009
02/2014
3.64$ 5.75 4.98%
6Y -1.10 03/2003
02/2009
0.93$ 4.81 1.32$ 8.84 1.66$ 15.96 2.43$ 28.34 03/2009
02/2015
4.46$ 7.94 0.69%
7Y -1.16 04/2002
03/2009
0.92$ 5.93 1.49$ 9.38 1.87$ 14.83 2.63$ 23.84 04/2009
03/2016
4.46$ 6.27 0.72%
8Y 1.13 03/2001
02/2009
1.09$ 6.00 1.59$ 9.76 2.10$ 13.28 2.71$ 21.58 03/2009
02/2017
4.77$ 7.23 0.00%
9Y 3.13 02/2007
01/2016
1.31$ 6.76 1.80$ 10.13 2.38$ 13.71 3.17$ 18.57 04/2009
03/2018
4.63$ 5.62 0.00%
10Y 3.15 03/1999
02/2009
1.36$ 6.97 1.96$ 10.23 2.64$ 14.03 3.71$ 18.80 04/2009
03/2019
5.59$ 7.19 0.00%
11Y 1.10 03/1998
02/2009
1.12$ 6.71 2.04$ 10.63 3.03$ 13.62 4.07$ 17.77 03/2009
02/2020
6.04$ 7.15 0.00%
12Y 2.23 03/1997
02/2009
1.30$ 6.59 2.15$ 10.33 3.25$ 13.18 4.41$ 16.95 04/2009
03/2021
6.54$ 7.98 0.00%
13Y 4.18 03/1996
02/2009
1.70$ 7.06 2.42$ 9.66 3.31$ 12.25 4.48$ 17.54 04/2009
03/2022
8.17$ 7.80 0.00%
14Y 4.99 03/1995
02/2009
1.97$ 7.56 2.77$ 9.63 3.62$ 11.62 4.65$ 14.78 03/2009
02/2023
6.89$ 9.78 0.00%
15Y 3.84 03/1994
02/2009
1.75$ 7.09 2.79$ 9.56 3.93$ 11.03 4.80$ 14.18 03/2009
02/2024
7.30$ 14.18 0.00%
16Y 4.94 11/2007
10/2023
2.16$ 7.84 3.34$ 9.99 4.59$ 11.06 5.35$ 12.11 04/1999
03/2015
6.22$ 7.42 0.00%
17Y 4.66 11/2006
10/2023
2.17$ 8.64 4.09$ 10.07 5.11$ 10.99 5.88$ 11.71 03/2000
02/2017
6.57$ 5.23 0.00%
18Y 6.24 10/2005
09/2023
2.97$ 8.87 4.61$ 10.39 5.92$ 10.90 6.43$ 11.82 05/1995
04/2013
7.46$ 6.51 0.00%
19Y 6.80 11/2004
10/2023
3.48$ 8.84 5.00$ 10.34 6.48$ 11.07 7.35$ 11.83 01/2003
12/2021
8.36$ 7.63 0.00%
20Y 7.80 11/2003
10/2023
4.49$ 9.04 5.64$ 10.27 7.06$ 11.07 8.16$ 11.81 02/1995
01/2015
9.32$ 8.05 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 -57.99 04/2008
03/2009
0.42$ -9.51 0.90$ 10.11 1.10$ 26.22 1.26$ 105.83 04/2009
03/2010
2.05$ 3.23 30.09%
2Y -44.07 03/2007
02/2009
0.31$ -4.12 0.91$ 8.75 1.18$ 20.02 1.44$ 62.48 03/2009
02/2011
2.64$ -7.55 20.77%
3Y -26.57 04/2006
03/2009
0.39$ -1.18 0.96$ 8.30 1.27$ 17.26 1.61$ 39.99 04/2009
03/2012
2.74$ -0.69 18.46%
4Y -15.88 03/2005
02/2009
0.50$ -0.32 0.98$ 7.36 1.32$ 15.96 1.80$ 32.91 03/2009
02/2013
3.12$ 0.31 15.65%
5Y -11.03 04/2004
03/2009
0.55$ 1.06 1.05$ 7.03 1.40$ 15.68 2.07$ 26.93 03/2009
02/2014
3.29$ 1.58 10.30%
6Y -3.50 03/2003
02/2009
0.80$ 2.20 1.13$ 6.91 1.49$ 13.36 2.12$ 26.19 03/2009
02/2015
4.03$ 4.12 4.15%
7Y -3.60 04/2002
03/2009
0.77$ 3.29 1.25$ 7.27 1.63$ 12.17 2.23$ 21.85 04/2009
03/2016
3.98$ 2.71 2.17%
8Y -1.24 03/2001
02/2009
0.90$ 3.50 1.31$ 7.38 1.76$ 10.77 2.26$ 19.51 03/2009
02/2017
4.16$ 3.72 0.75%
9Y 1.07 03/2000
02/2009
1.10$ 4.53 1.48$ 7.68 1.94$ 10.77 2.51$ 16.47 04/2009
03/2018
3.94$ 2.45 0.00%
10Y 0.54 03/1999
02/2009
1.05$ 4.64 1.57$ 7.74 2.10$ 11.34 2.92$ 16.68 04/2009
03/2019
4.67$ 4.30 0.00%
11Y -1.37 03/1998
02/2009
0.85$ 4.58 1.63$ 8.04 2.34$ 10.97 3.14$ 15.67 03/2009
02/2020
4.95$ 4.42 0.87%
12Y -0.18 03/1997
02/2009
0.97$ 4.46 1.68$ 7.89 2.48$ 10.56 3.33$ 14.82 04/2009
03/2021
5.25$ 5.27 0.46%
13Y 1.68 03/1996
02/2009
1.24$ 5.06 1.90$ 7.23 2.47$ 9.54 3.26$ 14.84 04/2009
03/2022
6.04$ 5.07 0.00%
14Y 2.44 03/1995
02/2009
1.40$ 5.48 2.11$ 7.05 2.59$ 8.96 3.32$ 11.96 03/2009
02/2023
4.86$ 7.03 0.00%
15Y 1.30 03/1994
02/2009
1.21$ 5.00 2.07$ 7.21 2.84$ 8.66 3.47$ 11.36 03/2009
02/2024
5.01$ 11.36 0.00%
16Y 2.45 11/2007
10/2023
1.47$ 5.49 2.35$ 7.48 3.17$ 8.63 3.76$ 9.74 04/2000
03/2016
4.42$ 4.92 0.00%
17Y 2.11 11/2006
10/2023
1.42$ 6.46 2.89$ 7.77 3.56$ 8.54 4.02$ 9.36 03/2000
02/2017
4.57$ 2.69 0.00%
18Y 3.70 10/2005
09/2023
1.92$ 6.58 3.14$ 8.00 3.99$ 8.45 4.30$ 9.22 05/1995
04/2013
4.88$ 3.94 0.00%
19Y 4.15 11/2004
10/2023
2.16$ 6.55 3.33$ 7.85 4.20$ 8.65 4.83$ 9.30 01/2003
12/2021
5.41$ 4.97 0.00%
20Y 5.09 11/2003
10/2023
2.70$ 6.66 3.63$ 7.98 4.64$ 8.63 5.23$ 9.35 02/1995
01/2015
5.97$ 5.35 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 -58.17 04/2008
03/2009
0.41$ -6.57 0.93$ 12.13 1.12$ 30.08 1.30$ 110.54 04/2009
03/2010
2.10$ 6.03 24.79%
2Y -42.93 03/2007
02/2009
0.32$ -2.20 0.95$ 11.14 1.23$ 23.04 1.51$ 65.96 03/2009
02/2011
2.75$ -3.56 17.11%
3Y -25.03 04/2006
03/2009
0.42$ 2.09 1.06$ 10.78 1.35$ 20.46 1.74$ 43.49 04/2009
03/2012
2.95$ 4.79 10.40%
4Y -13.75 03/2005
02/2009
0.55$ 3.26 1.13$ 9.57 1.44$ 18.81 1.99$ 35.97 03/2009
02/2013
3.41$ 4.87 11.43%
5Y -8.74 04/2004
03/2009
0.63$ 3.51 1.18$ 8.90 1.53$ 18.55 2.34$ 29.54 03/2009
02/2014
3.64$ 5.75 4.95%
6Y -1.10 03/2003
02/2009
0.93$ 4.65 1.31$ 8.78 1.65$ 15.55 2.38$ 28.34 03/2009
02/2015
4.46$ 7.94 0.69%
7Y -1.16 04/2002
03/2009
0.92$ 5.93 1.49$ 9.36 1.87$ 14.83 2.63$ 23.84 04/2009
03/2016
4.46$ 6.27 0.72%
8Y 1.13 03/2001
02/2009
1.09$ 6.00 1.59$ 9.74 2.10$ 13.28 2.71$ 21.58 03/2009
02/2017
4.77$ 7.23 0.00%
9Y 3.13 02/2007
01/2016
1.31$ 6.76 1.80$ 10.06 2.36$ 13.71 3.17$ 18.57 04/2009
03/2018
4.63$ 5.62 0.00%
10Y 3.15 03/1999
02/2009
1.36$ 6.97 1.96$ 10.23 2.64$ 14.03 3.71$ 18.80 04/2009
03/2019
5.59$ 7.19 0.00%
11Y 1.10 03/1998
02/2009
1.12$ 6.79 2.06$ 10.66 3.04$ 13.59 4.06$ 17.77 03/2009
02/2020
6.04$ 7.15 0.00%
12Y 2.23 03/1997
02/2009
1.30$ 6.59 2.15$ 10.34 3.25$ 13.18 4.41$ 16.95 04/2009
03/2021
6.54$ 7.98 0.00%
13Y 4.18 03/1996
02/2009
1.70$ 7.06 2.42$ 9.67 3.32$ 12.42 4.57$ 17.54 04/2009
03/2022
8.17$ 7.80 0.00%
14Y 4.99 03/1995
02/2009
1.97$ 7.56 2.77$ 9.68 3.64$ 11.62 4.65$ 14.78 03/2009
02/2023
6.89$ 9.78 0.00%
15Y 3.84 03/1994
02/2009
1.75$ 7.05 2.77$ 9.55 3.92$ 11.03 4.80$ 14.18 03/2009
02/2024
7.30$ 14.18 0.00%
16Y 4.94 11/2007
10/2023
2.16$ 7.84 3.34$ 9.97 4.57$ 11.05 5.35$ 12.11 04/1999
03/2015
6.22$ 7.42 0.00%
17Y 4.66 11/2006
10/2023
2.17$ 8.64 4.09$ 10.06 5.09$ 10.99 5.88$ 11.71 03/2000
02/2017
6.57$ 5.23 0.00%
18Y 6.24 10/2005
09/2023
2.97$ 8.87 4.61$ 10.38 5.91$ 10.90 6.43$ 11.82 05/1995
04/2013
7.46$ 6.51 0.00%
19Y 6.80 11/2004
10/2023
3.48$ 8.84 5.00$ 10.33 6.47$ 11.07 7.35$ 11.83 01/2003
12/2021
8.36$ 7.63 0.00%
20Y 7.80 11/2003
10/2023
4.49$ 9.04 5.64$ 10.23 7.01$ 11.07 8.16$ 11.81 02/1995
01/2015
9.32$ 8.05 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 -57.99 04/2008
03/2009
0.42$ -9.70 0.90$ 10.01 1.10$ 26.00 1.26$ 105.83 04/2009
03/2010
2.05$ 3.23 30.48%
2Y -44.07 03/2007
02/2009
0.31$ -4.12 0.91$ 8.74 1.18$ 20.02 1.44$ 62.48 03/2009
02/2011
2.64$ -7.55 21.24%
3Y -26.57 04/2006
03/2009
0.39$ -1.18 0.96$ 8.26 1.26$ 17.26 1.61$ 39.99 04/2009
03/2012
2.74$ -0.69 18.35%
4Y -15.88 03/2005
02/2009
0.50$ -0.32 0.98$ 7.40 1.33$ 15.96 1.80$ 32.91 03/2009
02/2013
3.12$ 0.31 15.56%
5Y -11.03 04/2004
03/2009
0.55$ 1.06 1.05$ 6.93 1.39$ 15.68 2.07$ 26.93 03/2009
02/2014
3.29$ 1.58 10.23%
6Y -3.50 03/2003
02/2009
0.80$ 2.15 1.13$ 6.87 1.49$ 13.24 2.10$ 26.19 03/2009
02/2015
4.03$ 4.12 4.12%
7Y -3.60 04/2002
03/2009
0.77$ 3.29 1.25$ 7.27 1.63$ 12.17 2.23$ 21.85 04/2009
03/2016
3.98$ 2.71 2.15%
8Y -1.24 03/2001
02/2009
0.90$ 3.50 1.31$ 7.38 1.76$ 10.77 2.26$ 19.51 03/2009
02/2017
4.16$ 3.72 0.75%
9Y 1.07 03/2000
02/2009
1.10$ 4.44 1.47$ 7.64 1.93$ 10.77 2.51$ 16.47 04/2009
03/2018
3.94$ 2.45 0.00%
10Y 0.54 03/1999
02/2009
1.05$ 4.64 1.57$ 7.72 2.10$ 11.34 2.92$ 16.68 04/2009
03/2019
4.67$ 4.30 0.00%
11Y -1.37 03/1998
02/2009
0.85$ 4.59 1.63$ 8.04 2.34$ 10.84 3.10$ 15.67 03/2009
02/2020
4.95$ 4.42 0.87%
12Y -0.18 03/1997
02/2009
0.97$ 4.46 1.68$ 7.90 2.49$ 10.56 3.33$ 14.82 04/2009
03/2021
5.25$ 5.27 0.46%
13Y 1.68 03/1996
02/2009
1.24$ 5.06 1.90$ 7.33 2.50$ 9.74 3.34$ 14.84 04/2009
03/2022
6.04$ 5.07 0.00%
14Y 2.44 03/1995
02/2009
1.40$ 5.48 2.11$ 7.14 2.62$ 8.96 3.32$ 11.96 03/2009
02/2023
4.86$ 7.03 0.00%
15Y 1.30 03/1994
02/2009
1.21$ 4.93 2.05$ 7.21 2.84$ 8.66 3.47$ 11.36 03/2009
02/2024
5.01$ 11.36 0.00%
16Y 2.45 11/2007
10/2023
1.47$ 5.49 2.35$ 7.47 3.16$ 8.63 3.75$ 9.74 04/2000
03/2016
4.42$ 4.92 0.00%
17Y 2.11 11/2006
10/2023
1.42$ 6.46 2.89$ 7.77 3.56$ 8.54 4.02$ 9.36 03/2000
02/2017
4.57$ 2.69 0.00%
18Y 3.70 10/2005
09/2023
1.92$ 6.58 3.14$ 8.00 3.99$ 8.45 4.30$ 9.22 05/1995
04/2013
4.88$ 3.94 0.00%
19Y 4.15 11/2004
10/2023
2.16$ 6.55 3.33$ 7.84 4.19$ 8.65 4.83$ 9.30 01/2003
12/2021
5.41$ 4.97 0.00%
20Y 5.09 11/2003
10/2023
2.70$ 6.66 3.63$ 7.97 4.63$ 8.63 5.23$ 9.35 02/1995
01/2015
5.97$ 5.35 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 +12.13% +110.54%
Apr 2009 - Mar 2010
-58.17%
Apr 2008 - Mar 2009
24.79%
87 out of 351
US Inflation Adjusted +10.01% +105.83%
Apr 2009 - Mar 2010
-57.99%
Apr 2008 - Mar 2009
30.48%
107 out of 351
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 +11.14% +65.96%
Mar 2009 - Feb 2011
-42.93%
Mar 2007 - Feb 2009
17.11%
58 out of 339
US Inflation Adjusted +8.74% +62.48%
Mar 2009 - Feb 2011
-44.07%
Mar 2007 - Feb 2009
21.24%
72 out of 339
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 +10.78% +43.49%
Apr 2009 - Mar 2012
-25.03%
Apr 2006 - Mar 2009
10.40%
34 out of 327
US Inflation Adjusted +8.26% +39.99%
Apr 2009 - Mar 2012
-26.57%
Apr 2006 - Mar 2009
18.35%
60 out of 327
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 +9.57% +35.97%
Mar 2009 - Feb 2013
-13.75%
Mar 2005 - Feb 2009
11.43%
36 out of 315
US Inflation Adjusted +7.40% +32.91%
Mar 2009 - Feb 2013
-15.88%
Mar 2005 - Feb 2009
15.56%
49 out of 315
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 +8.90% +29.54%
Mar 2009 - Feb 2014
-8.74%
Apr 2004 - Mar 2009
4.95%
15 out of 303
US Inflation Adjusted +6.93% +26.93%
Mar 2009 - Feb 2014
-11.03%
Apr 2004 - Mar 2009
10.23%
31 out of 303
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 +8.78% +28.34%
Mar 2009 - Feb 2015
-1.10%
Mar 2003 - Feb 2009
0.69%
2 out of 291
US Inflation Adjusted +6.87% +26.19%
Mar 2009 - Feb 2015
-3.50%
Mar 2003 - Feb 2009
4.12%
12 out of 291
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 +9.36% +23.84%
Apr 2009 - Mar 2016
-1.16%
Apr 2002 - Mar 2009
0.72%
2 out of 279
US Inflation Adjusted +7.27% +21.85%
Apr 2009 - Mar 2016
-3.60%
Apr 2002 - Mar 2009
2.15%
6 out of 279
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 +9.74% +21.58%
Mar 2009 - Feb 2017
+1.13%
Mar 2001 - Feb 2009
0.00%
0 out of 267
US Inflation Adjusted +7.38% +19.51%
Mar 2009 - Feb 2017
-1.24%
Mar 2001 - Feb 2009
0.75%
2 out of 267
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 +10.06% +18.57%
Apr 2009 - Mar 2018
+3.13%
Feb 2007 - Jan 2016
0.00%
0 out of 255
US Inflation Adjusted +7.64% +16.47%
Apr 2009 - Mar 2018
+1.07%
Mar 2000 - Feb 2009
0.00%
0 out of 255
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 +10.23% +18.80%
Apr 2009 - Mar 2019
+3.15%
Mar 1999 - Feb 2009
0.00%
0 out of 243
US Inflation Adjusted +7.72% +16.68%
Apr 2009 - Mar 2019
+0.54%
Mar 1999 - Feb 2009
0.00%
0 out of 243
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 +10.66% +17.77%
Mar 2009 - Feb 2020
+1.10%
Mar 1998 - Feb 2009
0.00%
0 out of 231
US Inflation Adjusted +8.04% +15.67%
Mar 2009 - Feb 2020
-1.37%
Mar 1998 - Feb 2009
0.87%
2 out of 231
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 +10.34% +16.95%
Apr 2009 - Mar 2021
+2.23%
Mar 1997 - Feb 2009
0.00%
0 out of 219
US Inflation Adjusted +7.90% +14.82%
Apr 2009 - Mar 2021
-0.18%
Mar 1997 - Feb 2009
0.46%
1 out of 219
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 +9.67% +17.54%
Apr 2009 - Mar 2022
+4.18%
Mar 1996 - Feb 2009
0.00%
0 out of 207
US Inflation Adjusted +7.33% +14.84%
Apr 2009 - Mar 2022
+1.68%
Mar 1996 - Feb 2009
0.00%
0 out of 207
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 +9.68% +14.78%
Mar 2009 - Feb 2023
+4.99%
Mar 1995 - Feb 2009
0.00%
0 out of 195
US Inflation Adjusted +7.14% +11.96%
Mar 2009 - Feb 2023
+2.44%
Mar 1995 - Feb 2009
0.00%
0 out of 195
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 +9.55% +14.18%
Mar 2009 - Feb 2024
+3.84%
Mar 1994 - Feb 2009
0.00%
0 out of 183
US Inflation Adjusted +7.21% +11.36%
Mar 2009 - Feb 2024
+1.30%
Mar 1994 - Feb 2009
0.00%
0 out of 183
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 +9.97% +12.11%
Apr 1999 - Mar 2015
+4.94%
Nov 2007 - Oct 2023
0.00%
0 out of 171
US Inflation Adjusted +7.47% +9.74%
Apr 2000 - Mar 2016
+2.45%
Nov 2007 - Oct 2023
0.00%
0 out of 171
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 +10.06% +11.71%
Mar 2000 - Feb 2017
+4.66%
Nov 2006 - Oct 2023
0.00%
0 out of 159
US Inflation Adjusted +7.77% +9.36%
Mar 2000 - Feb 2017
+2.11%
Nov 2006 - Oct 2023
0.00%
0 out of 159
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 +10.38% +11.82%
May 1995 - Apr 2013
+6.24%
Oct 2005 - Sep 2023
0.00%
0 out of 147
US Inflation Adjusted +8.00% +9.22%
May 1995 - Apr 2013
+3.70%
Oct 2005 - Sep 2023
0.00%
0 out of 147
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 +10.33% +11.83%
Jan 2003 - Dec 2021
+6.80%
Nov 2004 - Oct 2023
0.00%
0 out of 135
US Inflation Adjusted +7.84% +9.30%
Jan 2003 - Dec 2021
+4.15%
Nov 2004 - Oct 2023
0.00%
0 out of 135
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 +10.23% +11.81%
Feb 1995 - Jan 2015
+7.80%
Nov 2003 - Oct 2023
0.00%
0 out of 123
US Inflation Adjusted +7.97% +9.35%
Feb 1995 - Jan 2015
+5.09%
Nov 2003 - Oct 2023
0.00%
0 out of 123
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 Real Estate Select Sector SPDR (XLRE) ETF: Historical Returns page.