Technology Select Sector SPDR (XLK): Rolling Returns

Data Source: from January 1999 to February 2024 (~25 years)
Consolidated Returns as of 29 February 2024

Holding the Technology Select Sector SPDR (XLK) 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 201 months (from April 2000 to December 2016).

This means that every rolling period of 202 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Technology Select Sector SPDR (XLK) 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.

TECHNOLOGY SELECT SECTOR SPDR (XLK) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 2004 - 29 February 2024 (20 Years)
Data Source: 1 January 1999 - 29 February 2024 (~25 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 -41.51 01/2008
12/2008
0.58$ -1.66 0.98$ 15.10 1.15$ 34.28 1.34$ 66.90 04/2020
03/2021
1.66$ 52.93 17.03%
2Y -21.05 03/2007
02/2009
0.62$ 3.17 1.06$ 14.58 1.31$ 26.20 1.59$ 46.70 01/2019
12/2020
2.15$ 16.97 9.68%
3Y -12.50 03/2006
02/2009
0.66$ 3.81 1.11$ 15.66 1.54$ 24.47 1.92$ 42.63 01/2019
12/2021
2.90$ 17.60 12.20%
4Y -7.50 03/2005
02/2009
0.73$ 2.26 1.09$ 15.91 1.80$ 23.16 2.30$ 29.97 01/2018
12/2021
2.85$ 24.92 6.74%
5Y -6.38 03/2004
02/2009
0.71$ 3.81 1.20$ 16.19 2.11$ 22.25 2.73$ 30.82 01/2017
12/2021
3.83$ 25.21 2.76%
6Y 1.04 07/2004
06/2010
1.06$ 5.08 1.34$ 16.51 2.50$ 21.49 3.21$ 28.04 01/2016
12/2021
4.40$ 21.68 0.00%
7Y 3.88 01/2005
12/2011
1.30$ 6.90 1.59$ 16.45 2.90$ 21.97 4.01$ 24.54 01/2015
12/2021
4.64$ 23.13 0.00%
8Y 5.25 01/2005
12/2012
1.50$ 7.60 1.79$ 16.36 3.36$ 21.24 4.66$ 24.39 09/2013
08/2021
5.73$ 23.99 0.00%
9Y 5.42 03/2004
02/2013
1.60$ 8.34 2.05$ 16.52 3.95$ 20.63 5.40$ 23.97 01/2013
12/2021
6.91$ 20.63 0.00%
10Y 7.23 03/2004
02/2014
2.00$ 8.95 2.35$ 16.69 4.68$ 19.89 6.13$ 23.07 01/2012
12/2021
7.97$ 20.64 0.00%
11Y 8.09 07/2004
06/2015
2.35$ 9.01 2.58$ 14.27 4.33$ 19.86 7.33$ 22.27 09/2010
08/2021
9.13$ 21.03 0.00%
12Y 7.38 03/2004
02/2016
2.34$ 10.31 3.24$ 13.72 4.67$ 19.75 8.69$ 22.32 03/2009
02/2021
11.21$ 19.52 0.00%
13Y 8.98 03/2004
02/2017
3.05$ 10.95 3.85$ 13.71 5.31$ 18.64 9.22$ 22.37 01/2009
12/2021
13.78$ 18.82 0.00%
14Y 9.55 01/2005
12/2018
3.58$ 11.10 4.36$ 14.76 6.87$ 18.24 10.43$ 19.37 03/2009
02/2023
11.93$ 19.19 0.00%
15Y 10.15 03/2004
02/2019
4.26$ 11.74 5.28$ 14.17 7.30$ 16.18 9.48$ 21.36 03/2009
02/2024
18.24$ 21.36 0.00%
16Y 10.67 04/2004
03/2020
5.06$ 12.74 6.81$ 14.02 8.16$ 14.98 9.33$ 16.66 03/2008
02/2024
11.77$ 16.66 0.00%
17Y 12.34 10/2005
09/2022
7.23$ 13.01 7.99$ 14.15 9.48$ 14.83 10.49$ 15.43 08/2006
07/2023
11.46$ 15.37 0.00%
18Y 11.86 01/2005
12/2022
7.52$ 12.49 8.31$ 13.57 9.87$ 14.22 10.95$ 14.92 03/2006
02/2024
12.22$ 14.92 0.00%
19Y 11.98 03/2004
02/2023
8.58$ 12.75 9.77$ 13.58 11.23$ 14.15 12.36$ 14.62 03/2005
02/2024
13.35$ 14.62 0.00%
20Y 13.74 03/2004
02/2024
13.12$ 13.74 13.12$ 13.74 13.12$ 13.74 13.12$ 13.74 03/2004
02/2024
13.12$ 13.74 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 -42.85 11/2007
10/2008
0.57$ -4.34 0.95$ 12.34 1.12$ 30.14 1.30$ 62.64 04/2020
03/2021
1.62$ 48.89 20.96%
2Y -22.64 03/2007
02/2009
0.59$ -1.07 0.97$ 12.01 1.25$ 23.07 1.51$ 44.09 01/2019
12/2020
2.07$ 12.12 16.59%
3Y -14.36 03/2006
02/2009
0.62$ 0.88 1.02$ 13.22 1.45$ 20.93 1.76$ 37.72 01/2019
12/2021
2.61$ 11.45 14.15%
4Y -9.79 03/2005
02/2009
0.66$ 0.01 1.00$ 13.92 1.68$ 19.08 2.01$ 27.36 01/2017
12/2020
2.63$ 19.49 14.51%
5Y -8.79 03/2004
02/2009
0.63$ 1.66 1.08$ 14.16 1.93$ 18.85 2.37$ 27.05 01/2017
12/2021
3.31$ 20.28 7.18%
6Y -1.28 07/2004
06/2010
0.92$ 3.00 1.19$ 14.36 2.23$ 18.32 2.74$ 24.71 09/2015
08/2021
3.76$ 17.38 1.18%
7Y 1.39 01/2005
12/2011
1.10$ 4.50 1.36$ 14.42 2.56$ 18.76 3.33$ 21.80 09/2013
08/2020
3.97$ 19.01 0.00%
8Y 2.81 01/2005
12/2012
1.24$ 5.29 1.51$ 14.00 2.85$ 18.26 3.82$ 21.99 09/2013
08/2021
4.90$ 19.93 0.00%
9Y 2.86 03/2004
02/2013
1.28$ 6.23 1.72$ 14.30 3.33$ 17.90 4.40$ 21.32 01/2013
12/2021
5.69$ 17.00 0.00%
10Y 4.77 03/2004
02/2014
1.59$ 6.92 1.95$ 14.62 3.91$ 17.42 4.98$ 20.49 01/2012
12/2021
6.45$ 17.38 0.00%
11Y 5.86 07/2004
06/2015
1.87$ 7.01 2.10$ 12.67 3.71$ 17.37 5.82$ 19.80 09/2010
08/2021
7.29$ 17.94 0.00%
12Y 5.25 03/2004
02/2016
1.84$ 8.21 2.57$ 12.02 3.90$ 17.25 6.74$ 20.15 03/2009
02/2021
9.05$ 16.52 0.00%
13Y 6.76 03/2004
02/2017
2.34$ 8.78 2.98$ 11.81 4.26$ 15.87 6.78$ 19.72 01/2009
12/2021
10.38$ 15.81 0.00%
14Y 7.41 01/2005
12/2018
2.72$ 8.93 3.31$ 12.54 5.22$ 15.32 7.35$ 16.44 03/2009
02/2023
8.41$ 16.21 0.00%
15Y 7.93 03/2004
02/2019
3.14$ 9.53 3.91$ 11.90 5.40$ 13.74 6.89$ 18.36 03/2009
02/2024
12.53$ 18.36 0.00%
16Y 8.46 04/2004
03/2020
3.66$ 10.19 4.72$ 11.58 5.77$ 12.60 6.68$ 13.95 03/2008
02/2024
8.08$ 13.95 0.00%
17Y 9.74 10/2005
09/2022
4.85$ 10.33 5.31$ 11.53 6.39$ 12.23 7.10$ 12.70 08/2006
07/2023
7.63$ 12.58 0.00%
18Y 9.14 01/2005
12/2022
4.82$ 9.74 5.32$ 10.79 6.31$ 11.46 7.04$ 12.14 03/2006
02/2024
7.87$ 12.14 0.00%
19Y 9.19 03/2004
02/2023
5.31$ 9.95 6.05$ 10.73 6.93$ 11.29 7.63$ 11.78 03/2005
02/2024
8.29$ 11.78 0.00%
20Y 10.90 03/2004
02/2024
7.91$ 10.90 7.91$ 10.90 7.91$ 10.90 7.91$ 10.90 03/2004
02/2024
7.91$ 10.90 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 -59.28 09/2000
08/2001
0.40$ -15.24 0.84$ 13.00 1.12$ 34.28 1.34$ 66.90 04/2020
03/2021
1.66$ 52.93 24.40%
2Y -49.88 09/2000
08/2002
0.25$ -10.72 0.79$ 11.43 1.24$ 23.21 1.51$ 46.70 01/2019
12/2020
2.15$ 16.97 21.51%
3Y -38.14 04/2000
03/2003
0.23$ -6.08 0.82$ 13.70 1.46$ 21.90 1.81$ 42.63 01/2019
12/2021
2.90$ 17.60 23.97%
4Y -24.10 09/2000
08/2004
0.33$ -3.28 0.87$ 13.68 1.66$ 20.99 2.14$ 29.97 01/2018
12/2021
2.85$ 24.92 19.61%
5Y -19.76 04/2000
03/2005
0.33$ -3.86 0.82$ 13.35 1.87$ 20.55 2.54$ 30.82 01/2017
12/2021
3.83$ 25.21 17.70%
6Y -14.93 04/2000
03/2006
0.37$ 0.54 1.03$ 11.56 1.92$ 20.63 3.08$ 28.04 01/2016
12/2021
4.40$ 21.68 13.85%
7Y -12.19 04/2000
03/2007
0.40$ -2.15 0.85$ 9.77 1.92$ 20.65 3.72$ 24.54 01/2015
12/2021
4.64$ 23.13 17.81%
8Y -11.12 04/2000
03/2008
0.38$ -3.61 0.74$ 9.23 2.02$ 19.72 4.22$ 24.39 09/2013
08/2021
5.73$ 23.99 16.91%
9Y -13.57 03/2000
02/2009
0.26$ -1.66 0.86$ 9.12 2.19$ 19.50 4.97$ 23.97 01/2013
12/2021
6.91$ 20.63 16.41%
10Y -8.78 09/2000
08/2010
0.39$ 0.09 1.00$ 9.62 2.50$ 19.48 5.92$ 23.07 01/2012
12/2021
7.97$ 20.64 14.21%
11Y -6.56 04/2000
03/2011
0.47$ -0.89 0.90$ 9.99 2.84$ 19.13 6.85$ 22.27 09/2010
08/2021
9.13$ 21.03 15.20%
12Y -5.20 01/2000
12/2011
0.52$ -0.93 0.89$ 10.70 3.38$ 19.04 8.09$ 22.32 03/2009
02/2021
11.21$ 19.52 15.72%
13Y -4.24 04/2000
03/2013
0.56$ -0.62 0.92$ 10.95 3.85$ 17.59 8.21$ 22.37 01/2009
12/2021
13.78$ 18.82 15.65%
14Y -2.55 04/2000
03/2014
0.69$ -0.09 0.98$ 11.00 4.30$ 16.08 8.06$ 19.37 03/2009
02/2023
11.93$ 19.19 14.81%
15Y -1.40 04/2000
03/2015
0.80$ 0.93 1.14$ 11.62 5.20$ 15.30 8.45$ 21.36 03/2009
02/2024
18.24$ 21.36 6.50%
16Y -0.80 03/2000
02/2016
0.87$ 1.47 1.26$ 11.59 5.77$ 14.43 8.64$ 16.66 03/2008
02/2024
11.77$ 16.66 5.41%
17Y 0.45 04/2000
03/2017
1.07$ 2.03 1.40$ 12.37 7.25$ 14.52 10.02$ 15.43 08/2006
07/2023
11.46$ 15.37 0.00%
18Y 1.66 04/2000
03/2018
1.34$ 3.19 1.75$ 12.21 7.95$ 14.33 11.14$ 15.17 10/2002
09/2020
12.70$ 14.92 0.00%
19Y 1.97 01/2000
12/2018
1.44$ 3.83 2.04$ 11.42 7.80$ 14.15 12.36$ 15.86 10/2002
09/2021
16.40$ 14.62 0.00%
20Y 2.69 04/2000
03/2020
1.70$ 4.55 2.43$ 10.66 7.58$ 13.44 12.45$ 14.05 04/2003
03/2023
13.87$ 13.74 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 -60.36 09/2000
08/2001
0.39$ -20.31 0.79$ 10.60 1.10$ 30.61 1.30$ 62.64 04/2020
03/2021
1.62$ 48.89 28.52%
2Y -50.98 09/2000
08/2002
0.24$ -12.28 0.76$ 9.40 1.19$ 21.32 1.47$ 44.09 01/2019
12/2020
2.07$ 12.12 28.67%
3Y -39.62 04/2000
03/2003
0.22$ -8.24 0.77$ 11.00 1.36$ 18.81 1.67$ 37.72 01/2019
12/2021
2.61$ 11.45 26.22%
4Y -25.81 09/2000
08/2004
0.30$ -6.34 0.76$ 11.60 1.55$ 17.78 1.92$ 27.36 01/2017
12/2020
2.63$ 19.49 26.27%
5Y -21.69 04/2000
03/2005
0.29$ -6.27 0.72$ 11.46 1.71$ 17.80 2.26$ 27.05 01/2017
12/2021
3.31$ 20.28 23.05%
6Y -17.10 04/2000
03/2006
0.32$ -1.89 0.89$ 10.06 1.77$ 17.13 2.58$ 24.71 09/2015
08/2021
3.76$ 17.38 21.21%
7Y -14.46 04/2000
03/2007
0.33$ -4.93 0.70$ 8.19 1.73$ 17.84 3.15$ 21.80 09/2013
08/2020
3.97$ 19.01 19.18%
8Y -13.55 04/2000
03/2008
0.31$ -6.13 0.60$ 7.33 1.76$ 17.40 3.60$ 21.99 09/2013
08/2021
4.90$ 19.93 19.32%
9Y -15.69 03/2000
02/2009
0.21$ -3.97 0.69$ 7.15 1.86$ 17.00 4.10$ 21.32 01/2013
12/2021
5.69$ 17.00 18.46%
10Y -10.87 09/2000
08/2010
0.31$ -2.23 0.79$ 7.67 2.09$ 16.73 4.69$ 20.49 01/2012
12/2021
6.45$ 17.38 19.67%
11Y -8.79 04/2000
03/2011
0.36$ -3.23 0.69$ 7.97 2.32$ 16.89 5.56$ 19.80 09/2010
08/2021
7.29$ 17.94 18.13%
12Y -7.52 01/2000
12/2011
0.39$ -3.19 0.67$ 8.66 2.70$ 16.26 6.10$ 20.15 03/2009
02/2021
9.05$ 16.52 18.87%
13Y -6.47 04/2000
03/2013
0.41$ -3.10 0.66$ 8.78 2.98$ 14.95 6.11$ 19.72 01/2009
12/2021
10.38$ 15.81 17.69%
14Y -4.76 04/2000
03/2014
0.50$ -2.53 0.69$ 8.79 3.25$ 13.75 6.07$ 16.44 03/2009
02/2023
8.41$ 16.21 17.78%
15Y -3.50 04/2000
03/2015
0.58$ -1.43 0.80$ 9.36 3.82$ 12.78 6.07$ 18.36 03/2009
02/2024
12.53$ 18.36 19.51%
16Y -2.85 03/2000
02/2016
0.62$ -0.64 0.90$ 9.32 4.16$ 12.05 6.17$ 13.95 03/2008
02/2024
8.08$ 13.95 18.92%
17Y -1.62 04/2000
03/2017
0.75$ -0.14 0.97$ 10.08 5.11$ 11.74 6.60$ 12.70 08/2006
07/2023
7.63$ 12.58 18.18%
18Y -0.46 04/2000
03/2018
0.92$ 1.02 1.20$ 9.46 5.09$ 11.67 7.29$ 12.87 10/2002
09/2020
8.83$ 12.14 1.15%
19Y -0.18 01/2000
12/2018
0.96$ 1.63 1.35$ 8.76 4.93$ 11.50 7.90$ 13.36 10/2002
09/2021
10.82$ 11.78 1.33%
20Y 0.60 04/2000
03/2020
1.12$ 2.34 1.58$ 8.32 4.94$ 10.64 7.55$ 11.27 04/2003
03/2023
8.45$ 10.90 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 +13.00% +66.90%
Apr 2020 - Mar 2021
-59.28%
Sep 2000 - Aug 2001
24.40%
71 out of 291
US Inflation Adjusted +10.60% +62.64%
Apr 2020 - Mar 2021
-60.36%
Sep 2000 - Aug 2001
28.52%
83 out of 291
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 +11.43% +46.70%
Jan 2019 - Dec 2020
-49.88%
Sep 2000 - Aug 2002
21.51%
60 out of 279
US Inflation Adjusted +9.40% +44.09%
Jan 2019 - Dec 2020
-50.98%
Sep 2000 - Aug 2002
28.67%
80 out of 279
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 +13.70% +42.63%
Jan 2019 - Dec 2021
-38.14%
Apr 2000 - Mar 2003
23.97%
64 out of 267
US Inflation Adjusted +11.00% +37.72%
Jan 2019 - Dec 2021
-39.62%
Apr 2000 - Mar 2003
26.22%
70 out of 267
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 +13.68% +29.97%
Jan 2018 - Dec 2021
-24.10%
Sep 2000 - Aug 2004
19.61%
50 out of 255
US Inflation Adjusted +11.60% +27.36%
Jan 2017 - Dec 2020
-25.81%
Sep 2000 - Aug 2004
26.27%
67 out of 255
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 +13.35% +30.82%
Jan 2017 - Dec 2021
-19.76%
Apr 2000 - Mar 2005
17.70%
43 out of 243
US Inflation Adjusted +11.46% +27.05%
Jan 2017 - Dec 2021
-21.69%
Apr 2000 - Mar 2005
23.05%
56 out of 243
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 +11.56% +28.04%
Jan 2016 - Dec 2021
-14.93%
Apr 2000 - Mar 2006
13.85%
32 out of 231
US Inflation Adjusted +10.06% +24.71%
Sep 2015 - Aug 2021
-17.10%
Apr 2000 - Mar 2006
21.21%
49 out of 231
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 +9.77% +24.54%
Jan 2015 - Dec 2021
-12.19%
Apr 2000 - Mar 2007
17.81%
39 out of 219
US Inflation Adjusted +8.19% +21.80%
Sep 2013 - Aug 2020
-14.46%
Apr 2000 - Mar 2007
19.18%
42 out of 219
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 +9.23% +24.39%
Sep 2013 - Aug 2021
-11.12%
Apr 2000 - Mar 2008
16.91%
35 out of 207
US Inflation Adjusted +7.33% +21.99%
Sep 2013 - Aug 2021
-13.55%
Apr 2000 - Mar 2008
19.32%
40 out of 207
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 +9.12% +23.97%
Jan 2013 - Dec 2021
-13.57%
Mar 2000 - Feb 2009
16.41%
32 out of 195
US Inflation Adjusted +7.15% +21.32%
Jan 2013 - Dec 2021
-15.69%
Mar 2000 - Feb 2009
18.46%
36 out of 195
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 +9.62% +23.07%
Jan 2012 - Dec 2021
-8.78%
Sep 2000 - Aug 2010
14.21%
26 out of 183
US Inflation Adjusted +7.67% +20.49%
Jan 2012 - Dec 2021
-10.87%
Sep 2000 - Aug 2010
19.67%
36 out of 183
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 +9.99% +22.27%
Sep 2010 - Aug 2021
-6.56%
Apr 2000 - Mar 2011
15.20%
26 out of 171
US Inflation Adjusted +7.97% +19.80%
Sep 2010 - Aug 2021
-8.79%
Apr 2000 - Mar 2011
18.13%
31 out of 171
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 +10.70% +22.32%
Mar 2009 - Feb 2021
-5.20%
Jan 2000 - Dec 2011
15.72%
25 out of 159
US Inflation Adjusted +8.66% +20.15%
Mar 2009 - Feb 2021
-7.52%
Jan 2000 - Dec 2011
18.87%
30 out of 159
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 +10.95% +22.37%
Jan 2009 - Dec 2021
-4.24%
Apr 2000 - Mar 2013
15.65%
23 out of 147
US Inflation Adjusted +8.78% +19.72%
Jan 2009 - Dec 2021
-6.47%
Apr 2000 - Mar 2013
17.69%
26 out of 147
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 +11.00% +19.37%
Mar 2009 - Feb 2023
-2.55%
Apr 2000 - Mar 2014
14.81%
20 out of 135
US Inflation Adjusted +8.79% +16.44%
Mar 2009 - Feb 2023
-4.76%
Apr 2000 - Mar 2014
17.78%
24 out of 135
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 +11.62% +21.36%
Mar 2009 - Feb 2024
-1.40%
Apr 2000 - Mar 2015
6.50%
8 out of 123
US Inflation Adjusted +9.36% +18.36%
Mar 2009 - Feb 2024
-3.50%
Apr 2000 - Mar 2015
19.51%
24 out of 123
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 +11.59% +16.66%
Mar 2008 - Feb 2024
-0.80%
Mar 2000 - Feb 2016
5.41%
6 out of 111
US Inflation Adjusted +9.32% +13.95%
Mar 2008 - Feb 2024
-2.85%
Mar 2000 - Feb 2016
18.92%
21 out of 111
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 +12.37% +15.43%
Aug 2006 - Jul 2023
+0.45%
Apr 2000 - Mar 2017
0.00%
0 out of 99
US Inflation Adjusted +10.08% +12.70%
Aug 2006 - Jul 2023
-1.62%
Apr 2000 - Mar 2017
18.18%
18 out of 99
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 +12.21% +15.17%
Oct 2002 - Sep 2020
+1.66%
Apr 2000 - Mar 2018
0.00%
0 out of 87
US Inflation Adjusted +9.46% +12.87%
Oct 2002 - Sep 2020
-0.46%
Apr 2000 - Mar 2018
1.15%
1 out of 87
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 +11.42% +15.86%
Oct 2002 - Sep 2021
+1.97%
Jan 2000 - Dec 2018
0.00%
0 out of 75
US Inflation Adjusted +8.76% +13.36%
Oct 2002 - Sep 2021
-0.18%
Jan 2000 - Dec 2018
1.33%
1 out of 75
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 +10.66% +14.05%
Apr 2003 - Mar 2023
+2.69%
Apr 2000 - Mar 2020
0.00%
0 out of 63
US Inflation Adjusted +8.32% +11.27%
Apr 2003 - Mar 2023
+0.60%
Apr 2000 - Mar 2020
0.00%
0 out of 63
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 Technology Select Sector SPDR (XLK) ETF: Historical Returns page.