Consolidated Returns as of 30 June 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 (~31 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
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The annualized return of the last 10 years has been 6.41% (updated at Jun 30, 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.91% |
+110.54%
Apr 2009 - Mar 2010 |
-58.17%
Apr 2008 - Mar 2009 |
24.79%
88 out of 355 |
US Inflation Adjusted | +9.36% |
+105.83%
Apr 2009 - Mar 2010 |
-57.99%
Apr 2008 - Mar 2009 |
30.42%
108 out of 355 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.96% |
+65.96%
Mar 2009 - Feb 2011 |
-42.93%
Mar 2007 - Feb 2009 |
17.78%
61 out of 343 |
US Inflation Adjusted | +8.67% |
+62.48%
Mar 2009 - Feb 2011 |
-44.07%
Mar 2007 - Feb 2009 |
22.16%
76 out of 343 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.60% |
+43.49%
Apr 2009 - Mar 2012 |
-25.03%
Apr 2006 - Mar 2009 |
11.18%
37 out of 331 |
US Inflation Adjusted | +8.20% |
+39.99%
Apr 2009 - Mar 2012 |
-26.57%
Apr 2006 - Mar 2009 |
19.34%
64 out of 331 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.51% |
+35.97%
Mar 2009 - Feb 2013 |
-13.75%
Mar 2005 - Feb 2009 |
11.29%
36 out of 319 |
US Inflation Adjusted | +7.34% |
+32.91%
Mar 2009 - Feb 2013 |
-15.88%
Mar 2005 - Feb 2009 |
15.67%
50 out of 319 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.88% |
+29.54%
Mar 2009 - Feb 2014 |
-8.74%
Apr 2004 - Mar 2009 |
4.89%
15 out of 307 |
US Inflation Adjusted | +6.73% |
+26.93%
Mar 2009 - Feb 2014 |
-11.03%
Apr 2004 - Mar 2009 |
10.75%
33 out of 307 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.72% |
+28.34%
Mar 2009 - Feb 2015 |
-1.10%
Mar 2003 - Feb 2009 |
0.68%
2 out of 295 |
US Inflation Adjusted | +6.85% |
+26.19%
Mar 2009 - Feb 2015 |
-3.50%
Mar 2003 - Feb 2009 |
4.07%
12 out of 295 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.32% |
+23.84%
Apr 2009 - Mar 2016 |
-1.16%
Apr 2002 - Mar 2009 |
0.71%
2 out of 283 |
US Inflation Adjusted | +7.26% |
+21.85%
Apr 2009 - Mar 2016 |
-3.60%
Apr 2002 - Mar 2009 |
2.12%
6 out of 283 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.66% |
+21.58%
Mar 2009 - Feb 2017 |
+1.13%
Mar 2001 - Feb 2009 |
0.00%
0 out of 271 |
US Inflation Adjusted | +7.37% |
+19.51%
Mar 2009 - Feb 2017 |
-1.24%
Mar 2001 - Feb 2009 |
0.74%
2 out of 271 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.99% |
+18.57%
Apr 2009 - Mar 2018 |
+3.13%
Feb 2007 - Jan 2016 |
0.00%
0 out of 259 |
US Inflation Adjusted | +7.53% |
+16.47%
Apr 2009 - Mar 2018 |
+1.07%
Mar 2000 - Feb 2009 |
0.00%
0 out of 259 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.13% |
+18.80%
Apr 2009 - Mar 2019 |
+3.15%
Mar 1999 - Feb 2009 |
0.00%
0 out of 247 |
US Inflation Adjusted | +7.69% |
+16.68%
Apr 2009 - Mar 2019 |
+0.54%
Mar 1999 - Feb 2009 |
0.00%
0 out of 247 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.61% |
+17.77%
Mar 2009 - Feb 2020 |
+1.10%
Mar 1998 - Feb 2009 |
0.00%
0 out of 235 |
US Inflation Adjusted | +8.02% |
+15.67%
Mar 2009 - Feb 2020 |
-1.37%
Mar 1998 - Feb 2009 |
0.85%
2 out of 235 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.32% |
+16.95%
Apr 2009 - Mar 2021 |
+2.23%
Mar 1997 - Feb 2009 |
0.00%
0 out of 223 |
US Inflation Adjusted | +7.88% |
+14.82%
Apr 2009 - Mar 2021 |
-0.18%
Mar 1997 - Feb 2009 |
0.45%
1 out of 223 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.64% |
+17.54%
Apr 2009 - Mar 2022 |
+4.18%
Mar 1996 - Feb 2009 |
0.00%
0 out of 211 |
US Inflation Adjusted | +7.16% |
+14.84%
Apr 2009 - Mar 2022 |
+1.68%
Mar 1996 - Feb 2009 |
0.00%
0 out of 211 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.56% |
+14.78%
Mar 2009 - Feb 2023 |
+4.99%
Mar 1995 - Feb 2009 |
0.00%
0 out of 199 |
US Inflation Adjusted | +7.02% |
+11.96%
Mar 2009 - Feb 2023 |
+2.44%
Mar 1995 - Feb 2009 |
0.00%
0 out of 199 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.63% |
+14.18%
Mar 2009 - Feb 2024 |
+3.84%
Mar 1994 - Feb 2009 |
0.00%
0 out of 187 |
US Inflation Adjusted | +7.24% |
+11.32%
Mar 2009 - Feb 2024 |
+1.30%
Mar 1994 - Feb 2009 |
0.00%
0 out of 187 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.89% |
+12.11%
Apr 1999 - Mar 2015 |
+4.94%
Nov 2007 - Oct 2023 |
0.00%
0 out of 175 |
US Inflation Adjusted | +7.41% |
+9.74%
Apr 2000 - Mar 2016 |
+2.45%
Nov 2007 - Oct 2023 |
0.00%
0 out of 175 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.05% |
+11.71%
Mar 2000 - Feb 2017 |
+4.66%
Nov 2006 - Oct 2023 |
0.00%
0 out of 163 |
US Inflation Adjusted | +7.74% |
+9.36%
Mar 2000 - Feb 2017 |
+2.11%
Nov 2006 - Oct 2023 |
0.00%
0 out of 163 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.36% |
+11.82%
May 1995 - Apr 2013 |
+6.02%
May 2006 - Apr 2024 |
0.00%
0 out of 151 |
US Inflation Adjusted | +7.98% |
+9.22%
May 1995 - Apr 2013 |
+3.43%
May 2006 - Apr 2024 |
0.00%
0 out of 151 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.27% |
+11.83%
Jan 2003 - Dec 2021 |
+6.80%
Nov 2004 - Oct 2023 |
0.00%
0 out of 139 |
US Inflation Adjusted | +7.83% |
+9.30%
Jan 2003 - Dec 2021 |
+4.15%
Nov 2004 - Oct 2023 |
0.00%
0 out of 139 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.21% |
+11.81%
Feb 1995 - Jan 2015 |
+7.80%
Nov 2003 - Oct 2023 |
0.00%
0 out of 127 |
US Inflation Adjusted | +7.84% |
+9.35%
Feb 1995 - Jan 2015 |
+5.09%
Nov 2003 - Oct 2023 |
0.00%
0 out of 127 |
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To obtain comprehensive information, please consult the Real Estate Select Sector SPDR (XLRE) ETF: Historical Returns page.