Consolidated Returns as of 30 June 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 (~26 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.
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.50% |
+66.90%
Apr 2020 - Mar 2021 |
-59.28%
Sep 2000 - Aug 2001 |
24.07%
71 out of 295 |
US Inflation Adjusted | +10.89% |
+62.64%
Apr 2020 - Mar 2021 |
-60.36%
Sep 2000 - Aug 2001 |
28.14%
83 out of 295 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.50% |
+46.70%
Jan 2019 - Dec 2020 |
-49.88%
Sep 2000 - Aug 2002 |
21.20%
60 out of 283 |
US Inflation Adjusted | +9.50% |
+44.09%
Jan 2019 - Dec 2020 |
-50.98%
Sep 2000 - Aug 2002 |
28.27%
80 out of 283 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.71% |
+42.63%
Jan 2019 - Dec 2021 |
-38.14%
Apr 2000 - Mar 2003 |
23.62%
64 out of 271 |
US Inflation Adjusted | +10.84% |
+37.72%
Jan 2019 - Dec 2021 |
-39.62%
Apr 2000 - Mar 2003 |
25.83%
70 out of 271 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.87% |
+29.97%
Jan 2018 - Dec 2021 |
-24.10%
Sep 2000 - Aug 2004 |
19.31%
50 out of 259 |
US Inflation Adjusted | +11.99% |
+27.36%
Jan 2017 - Dec 2020 |
-25.81%
Sep 2000 - Aug 2004 |
25.87%
67 out of 259 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.59% |
+30.82%
Jan 2017 - Dec 2021 |
-19.76%
Apr 2000 - Mar 2005 |
17.41%
43 out of 247 |
US Inflation Adjusted | +11.57% |
+27.05%
Jan 2017 - Dec 2021 |
-21.69%
Apr 2000 - Mar 2005 |
22.67%
56 out of 247 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.23% |
+28.04%
Jan 2016 - Dec 2021 |
-14.93%
Apr 2000 - Mar 2006 |
13.62%
32 out of 235 |
US Inflation Adjusted | +10.47% |
+24.71%
Sep 2015 - Aug 2021 |
-17.10%
Apr 2000 - Mar 2006 |
20.85%
49 out of 235 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.32% |
+24.54%
Jan 2015 - Dec 2021 |
-12.19%
Apr 2000 - Mar 2007 |
17.49%
39 out of 223 |
US Inflation Adjusted | +8.93% |
+21.80%
Sep 2013 - Aug 2020 |
-14.46%
Apr 2000 - Mar 2007 |
18.83%
42 out of 223 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.35% |
+24.39%
Sep 2013 - Aug 2021 |
-11.12%
Apr 2000 - Mar 2008 |
16.59%
35 out of 211 |
US Inflation Adjusted | +7.57% |
+21.99%
Sep 2013 - Aug 2021 |
-13.55%
Apr 2000 - Mar 2008 |
18.96%
40 out of 211 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.26% |
+23.97%
Jan 2013 - Dec 2021 |
-13.57%
Mar 2000 - Feb 2009 |
16.08%
32 out of 199 |
US Inflation Adjusted | +7.15% |
+21.32%
Jan 2013 - Dec 2021 |
-15.69%
Mar 2000 - Feb 2009 |
18.09%
36 out of 199 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.67% |
+23.07%
Jan 2012 - Dec 2021 |
-8.78%
Sep 2000 - Aug 2010 |
13.90%
26 out of 187 |
US Inflation Adjusted | +7.83% |
+20.49%
Jan 2012 - Dec 2021 |
-10.87%
Sep 2000 - Aug 2010 |
19.25%
36 out of 187 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.22% |
+22.27%
Sep 2010 - Aug 2021 |
-6.56%
Apr 2000 - Mar 2011 |
14.86%
26 out of 175 |
US Inflation Adjusted | +8.00% |
+19.80%
Sep 2010 - Aug 2021 |
-8.79%
Apr 2000 - Mar 2011 |
17.71%
31 out of 175 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.78% |
+22.32%
Mar 2009 - Feb 2021 |
-5.20%
Jan 2000 - Dec 2011 |
15.34%
25 out of 163 |
US Inflation Adjusted | +8.70% |
+20.15%
Mar 2009 - Feb 2021 |
-7.52%
Jan 2000 - Dec 2011 |
18.40%
30 out of 163 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.19% |
+22.37%
Jan 2009 - Dec 2021 |
-4.24%
Apr 2000 - Mar 2013 |
15.23%
23 out of 151 |
US Inflation Adjusted | +8.91% |
+19.72%
Jan 2009 - Dec 2021 |
-6.47%
Apr 2000 - Mar 2013 |
17.22%
26 out of 151 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.10% |
+20.45%
Jul 2010 - Jun 2024 |
-2.55%
Apr 2000 - Mar 2014 |
14.39%
20 out of 139 |
US Inflation Adjusted | +8.92% |
+17.35%
Jul 2010 - Jun 2024 |
-4.76%
Apr 2000 - Mar 2014 |
17.27%
24 out of 139 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.72% |
+21.36%
Mar 2009 - Feb 2024 |
-1.40%
Apr 2000 - Mar 2015 |
6.30%
8 out of 127 |
US Inflation Adjusted | +9.45% |
+18.32%
Mar 2009 - Feb 2024 |
-3.50%
Apr 2000 - Mar 2015 |
18.90%
24 out of 127 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.71% |
+17.07%
Jul 2008 - Jun 2024 |
-0.80%
Mar 2000 - Feb 2016 |
5.22%
6 out of 115 |
US Inflation Adjusted | +9.41% |
+14.43%
Jul 2008 - Jun 2024 |
-2.85%
Mar 2000 - Feb 2016 |
18.26%
21 out of 115 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.57% |
+15.43%
Aug 2006 - Jul 2023 |
+0.45%
Apr 2000 - Mar 2017 |
0.00%
0 out of 103 |
US Inflation Adjusted | +10.29% |
+12.70%
Aug 2006 - Jul 2023 |
-1.62%
Apr 2000 - Mar 2017 |
17.48%
18 out of 103 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.49% |
+15.92%
Jul 2006 - Jun 2024 |
+1.66%
Apr 2000 - Mar 2018 |
0.00%
0 out of 91 |
US Inflation Adjusted | +9.74% |
+13.12%
Jul 2006 - Jun 2024 |
-0.46%
Apr 2000 - Mar 2018 |
1.10%
1 out of 91 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.53% |
+15.86%
Oct 2002 - Sep 2021 |
+1.97%
Jan 2000 - Dec 2018 |
0.00%
0 out of 79 |
US Inflation Adjusted | +9.16% |
+13.36%
Oct 2002 - Sep 2021 |
-0.18%
Jan 2000 - Dec 2018 |
1.27%
1 out of 79 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.57% |
+14.27%
Jul 2004 - Jun 2024 |
+2.69%
Apr 2000 - Mar 2020 |
0.00%
0 out of 67 |
US Inflation Adjusted | +9.08% |
+11.42%
Jul 2004 - Jun 2024 |
+0.60%
Apr 2000 - Mar 2020 |
0.00%
0 out of 67 |
Loading data
Please wait
Loading data
Please wait
To obtain comprehensive information, please consult the Technology Select Sector SPDR (XLK) ETF: Historical Returns page.