Performance analysis of XBI (STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF)
Annual Return
Over the past 3 years, XBI has had an average annual return of +22.35%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, XBI has had an average annual return of +3.97%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, XBI has had an average annual return of +10.21%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Feb 6, 2006, XBI has had an average annual return of +11.88%, outperforming the benchmark SPY, which returned +11.10% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +26.83% | +35.88% | +1.01% | +7.60% | -25.87% | -20.45% | +48.33% | +32.56% | -15.27% | +43.77% | -15.45% | +13.58% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +44.98% | +48.39% | +32.69% | +5.26% | +17.60% | +0.36% | -8.60% | +29.25% | -6.48% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.31% | +2.10% | +0.28% | +2.82% | +4.08% | +15.88% | -2.37% | +26.83% | |||||
| 2025 | +2.90% | -4.27% | -8.57% | +2.28% | -4.53% | +4.73% | +3.29% | +4.89% | +11.55% | +12.49% | +9.27% | -0.68% | +35.88% |
| 2024 | -2.08% | +12.57% | -3.59% | -10.82% | +5.33% | +4.14% | +6.85% | +2.22% | -2.41% | -1.79% | +2.67% | -9.59% | +1.01% |
| 2023 | +7.11% | -6.81% | -8.01% | +5.23% | +4.64% | -0.85% | +1.31% | -6.04% | -7.80% | -9.30% | +14.03% | +18.25% | +7.60% |
| 2022 | -16.55% | -3.85% | +0.06% | -17.86% | -6.84% | +7.98% | +9.24% | +3.17% | -5.23% | +3.57% | +1.79% | -0.74% | -25.87% |
| 2021 | +8.59% | -3.19% | -8.32% | +0.72% | -6.24% | +5.70% | -8.86% | +7.64% | -5.37% | -0.72% | -6.84% | -3.71% | -20.45% |
| 2020 | -6.30% | +0.07% | -13.16% | +20.60% | +10.89% | +8.12% | -2.34% | +2.27% | -0.26% | +1.20% | +18.12% | +5.81% | +48.33% |
| 2019 | +16.51% | +6.63% | +1.57% | -5.90% | -6.76% | +10.41% | -2.32% | -6.20% | -5.12% | +7.05% | +14.73% | +1.56% | +32.56% |
| 2018 | +10.01% | -3.22% | -2.85% | -0.85% | +8.84% | +0.61% | +0.11% | +5.09% | -4.19% | -17.48% | +3.21% | -12.11% | -15.27% |
| 2017 | +9.65% | +8.18% | -1.21% | +3.03% | -5.22% | +14.16% | +1.28% | +7.24% | +3.31% | -3.39% | -0.54% | +2.06% | +43.77% |
Drawdown analysis of XBI (STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF)
The maximum drawdown for the XBI was -63.89%, occurring on May 11, 2022. This drawdown has not yet recovered.
The current XBI drawdown is -10.63%.
Since Feb 6, 2006 XBI has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 8 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.89% | Feb 8, 2021 | 317 | May 11, 2022 | Ongoing | Ongoing | Ongoing |
| -49.25% | Jul 17, 2015 | 144 | Feb 11, 2016 | 484 | Jan 12, 2018 | 628 |
| -37.66% | Aug 14, 2008 | 139 | Mar 5, 2009 | 533 | Apr 14, 2011 | 672 |
| -35.26% | Jun 20, 2018 | 129 | Dec 24, 2018 | 346 | May 11, 2020 | 475 |
| -29.06% | Feb 27, 2014 | 49 | May 8, 2014 | 120 | Oct 28, 2014 | 169 |
| -26.72% | Jul 22, 2011 | 11 | Aug 8, 2011 | 119 | Jan 27, 2012 | 130 |
| -22.70% | Dec 6, 2007 | 63 | Mar 10, 2008 | 88 | Jul 15, 2008 | 151 |
| -21.93% | Feb 27, 2006 | 117 | Aug 14, 2006 | 247 | Aug 8, 2007 | 364 |
| -15.10% | Sep 21, 2012 | 37 | Nov 15, 2012 | 39 | Jan 14, 2013 | 76 |
| -14.51% | Jan 29, 2018 | 47 | Apr 6, 2018 | 41 | Jun 5, 2018 | 88 |
| -13.70% | Jul 20, 2020 | 35 | Sep 8, 2020 | 24 | Oct 12, 2020 | 59 |
| -13.36% | Oct 2, 2013 | 26 | Nov 7, 2013 | 40 | Jan 7, 2014 | 66 |
| -13.21% | Mar 19, 2015 | 29 | Apr 30, 2015 | 20 | May 29, 2015 | 49 |
| -11.51% | Jan 21, 2014 | 12 | Feb 6, 2014 | 9 | Feb 20, 2014 | 21 |
| -10.38% | May 30, 2013 | 18 | Jun 25, 2013 | 10 | Jul 10, 2013 | 28 |
| -10.24% | Feb 6, 2012 | 48 | Apr 16, 2012 | 19 | May 11, 2012 | 67 |
| -8.90% | Jul 27, 2012 | 10 | Aug 10, 2012 | 25 | Sep 17, 2012 | 35 |
| -8.22% | Aug 5, 2013 | 10 | Aug 19, 2013 | 11 | Sep 4, 2013 | 21 |
| -7.73% | Oct 13, 2020 | 14 | Nov 2, 2020 | 2 | Nov 4, 2020 | 16 |
| -7.71% | May 31, 2011 | 13 | Jun 17, 2011 | 14 | Jul 8, 2011 | 27 |
| -7.07% | Dec 23, 2020 | 7 | Jan 5, 2021 | 7 | Jan 14, 2021 | 14 |
| -6.96% | Jun 22, 2015 | 5 | Jun 29, 2015 | 10 | Jul 14, 2015 | 15 |
| -6.80% | Dec 9, 2014 | 5 | Dec 16, 2014 | 2 | Dec 18, 2014 | 7 |
| -6.68% | May 22, 2020 | 13 | Jun 11, 2020 | 6 | Jun 19, 2020 | 19 |
| -6.22% | Jan 27, 2015 | 6 | Feb 4, 2015 | 8 | Feb 17, 2015 | 14 |