Data Source: from January 1999 to March 2024 (~25 years)
Consolidated Returns as of 31 March 2024
Consolidated Returns as of 31 March 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 April 2004 - 31 March 2024 (20 Years)
Data Source: 1 January 1999 - 31 March 2024 (~25 years)
Annualized Rolling Returns - 1 Year (12 months)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +13.00% |
+66.90%
Apr 2020 - Mar 2021 |
-59.28%
Sep 2000 - Aug 2001 |
24.32%
71 out of 292 |
| US Inflation Adjusted | +10.60% |
+62.64%
Apr 2020 - Mar 2021 |
-60.36%
Sep 2000 - Aug 2001 |
28.42%
83 out of 292 |
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 |
21.43%
60 out of 280 |
| US Inflation Adjusted | +9.40% |
+44.09%
Jan 2019 - Dec 2020 |
-50.98%
Sep 2000 - Aug 2002 |
28.57%
80 out of 280 |
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 |
23.88%
64 out of 268 |
| US Inflation Adjusted | +10.93% |
+37.72%
Jan 2019 - Dec 2021 |
-39.62%
Apr 2000 - Mar 2003 |
26.12%
70 out of 268 |
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 |
19.53%
50 out of 256 |
| US Inflation Adjusted | +11.60% |
+27.36%
Jan 2017 - Dec 2020 |
-25.81%
Sep 2000 - Aug 2004 |
26.17%
67 out of 256 |
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 |
17.62%
43 out of 244 |
| US Inflation Adjusted | +11.46% |
+27.05%
Jan 2017 - Dec 2021 |
-21.69%
Apr 2000 - Mar 2005 |
22.95%
56 out of 244 |
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 |
13.79%
32 out of 232 |
| US Inflation Adjusted | +10.06% |
+24.71%
Sep 2015 - Aug 2021 |
-17.10%
Apr 2000 - Mar 2006 |
21.12%
49 out of 232 |
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 |
17.73%
39 out of 220 |
| US Inflation Adjusted | +8.19% |
+21.80%
Sep 2013 - Aug 2020 |
-14.46%
Apr 2000 - Mar 2007 |
19.09%
42 out of 220 |
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 |
16.83%
35 out of 208 |
| US Inflation Adjusted | +7.33% |
+21.99%
Sep 2013 - Aug 2021 |
-13.55%
Apr 2000 - Mar 2008 |
19.23%
40 out of 208 |
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 |
16.33%
32 out of 196 |
| US Inflation Adjusted | +7.15% |
+21.32%
Jan 2013 - Dec 2021 |
-15.69%
Mar 2000 - Feb 2009 |
18.37%
36 out of 196 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.62% |
+23.07%
Jan 2012 - Dec 2021 |
-8.78%
Sep 2000 - Aug 2010 |
14.13%
26 out of 184 |
| US Inflation Adjusted | +7.67% |
+20.49%
Jan 2012 - Dec 2021 |
-10.87%
Sep 2000 - Aug 2010 |
19.57%
36 out of 184 |
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 |
15.12%
26 out of 172 |
| US Inflation Adjusted | +7.97% |
+19.80%
Sep 2010 - Aug 2021 |
-8.79%
Apr 2000 - Mar 2011 |
18.02%
31 out of 172 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.70% |
+22.32%
Mar 2009 - Feb 2021 |
-5.20%
Jan 2000 - Dec 2011 |
15.63%
25 out of 160 |
| US Inflation Adjusted | +8.66% |
+20.15%
Mar 2009 - Feb 2021 |
-7.52%
Jan 2000 - Dec 2011 |
18.75%
30 out of 160 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +10.95% |
+22.37%
Jan 2009 - Dec 2021 |
-4.24%
Apr 2000 - Mar 2013 |
15.54%
23 out of 148 |
| US Inflation Adjusted | +8.78% |
+19.72%
Jan 2009 - Dec 2021 |
-6.47%
Apr 2000 - Mar 2013 |
17.57%
26 out of 148 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +11.00% |
+19.37%
Mar 2009 - Feb 2023 |
-2.55%
Apr 2000 - Mar 2014 |
14.71%
20 out of 136 |
| US Inflation Adjusted | +8.79% |
+16.44%
Mar 2009 - Feb 2023 |
-4.76%
Apr 2000 - Mar 2014 |
17.65%
24 out of 136 |
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 |
6.45%
8 out of 124 |
| US Inflation Adjusted | +9.36% |
+18.32%
Mar 2009 - Feb 2024 |
-3.50%
Apr 2000 - Mar 2015 |
19.35%
24 out of 124 |
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)
Swipe left to see all data
| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +11.59% |
+16.66%
Mar 2008 - Feb 2024 |
-0.80%
Mar 2000 - Feb 2016 |
5.36%
6 out of 112 |
| US Inflation Adjusted | +9.32% |
+13.92%
Mar 2008 - Feb 2024 |
-2.85%
Mar 2000 - Feb 2016 |
18.75%
21 out of 112 |
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)
Swipe left to see all data
| 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 100 |
| US Inflation Adjusted | +10.08% |
+12.70%
Aug 2006 - Jul 2023 |
-1.62%
Apr 2000 - Mar 2017 |
18.00%
18 out of 100 |
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 88 |
| US Inflation Adjusted | +9.46% |
+12.87%
Oct 2002 - Sep 2020 |
-0.46%
Apr 2000 - Mar 2018 |
1.14%
1 out of 88 |
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)
Swipe left to see all data
| 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 76 |
| US Inflation Adjusted | +8.76% |
+13.36%
Oct 2002 - Sep 2021 |
-0.18%
Jan 2000 - Dec 2018 |
1.32%
1 out of 76 |
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)
Swipe left to see all data
| 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 64 |
| US Inflation Adjusted | +8.32% |
+11.27%
Apr 2003 - Mar 2023 |
+0.60%
Apr 2000 - Mar 2020 |
0.00%
0 out of 64 |
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.
