Performance analysis of XLF (STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF)
Annual Return
Over the past 3 years, XLF has had an average annual return of +18.63%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, XLF has had an average annual return of +11.07%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, XLF has had an average annual return of +13.38%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, XLF has had an average annual return of +5.90%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.33% | +14.89% | +30.55% | +12.02% | -10.60% | +34.83% | -1.68% | +31.87% | -13.04% | +22% | +22.44% | -1.74% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +15.05% | +35.52% | +28.42% | -17.15% | +11.91% | +17.62% | -54.97% | -19.19% | +19.19% | +6.20% | +10.87% | +30.48% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -14.75% | -9.42% | +25.87% | -5.52% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.43% | -3.76% | -3.52% | +5.59% | -1.06% | +4.30% | +4.67% | +3.33% | |||||
| 2025 | +6.50% | +1.38% | -4.20% | -2.11% | +4.51% | +3.11% | +0% | +3.09% | +0.10% | -2.78% | +1.83% | +3.05% | +14.89% |
| 2024 | +3.09% | +4.08% | +4.80% | -4.18% | +3.17% | -0.89% | +6.40% | +4.57% | -0.56% | +2.56% | +10.46% | -5.46% | +30.55% |
| 2023 | +6.90% | -2.30% | -9.55% | +3.17% | -4.25% | +6.62% | +4.80% | -2.69% | -3.09% | -2.44% | +10.94% | +5.25% | +12.02% |
| 2022 | +0.02% | -1.38% | -0.13% | -9.94% | +2.78% | -10.87% | +7.19% | -1.96% | -7.66% | +11.92% | +6.86% | -5.22% | -10.60% |
| 2021 | -1.80% | +11.61% | +5.86% | +6.49% | +4.77% | -3.05% | -0.46% | +5.15% | -1.83% | +7.27% | -5.72% | +3.38% | +34.83% |
| 2020 | -2.66% | -11.25% | -20.99% | +9.46% | +2.72% | -0.52% | +3.84% | +4.29% | -3.41% | -0.87% | +16.85% | +6.30% | -1.68% |
| 2019 | +8.90% | +2.24% | -2.57% | +8.99% | -7.17% | +6.66% | +2.35% | -4.71% | +4.55% | +2.50% | +5.05% | +2.61% | +31.87% |
| 2018 | +6.56% | -2.93% | -4.16% | -0.43% | -0.99% | -1.74% | +5.11% | +1.36% | -2.22% | -4.71% | +2.62% | -11.11% | -13.04% |
| 2017 | +0.26% | +5.27% | -2.95% | -0.84% | -1.19% | +6.52% | +1.70% | -1.56% | +5.13% | +2.86% | +3.46% | +1.89% | +22% |
Drawdown analysis of XLF (STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF)
The maximum drawdown for the XLF was -82.72%, occurring on Mar 6, 2009. Recovery took 2111 trading sessions.
The current XLF drawdown is -1.13%.
Since Nov 1, 1999 XLF has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -82.72% | Jun 1, 2007 | 444 | Mar 6, 2009 | 2111 | Jul 25, 2017 | 2555 |
| -42.83% | Feb 14, 2020 | 25 | Mar 23, 2020 | 200 | Jan 6, 2021 | 225 |
| -36.64% | Jan 3, 2001 | 441 | Oct 9, 2002 | 319 | Jan 15, 2004 | 760 |
| -25.82% | Jan 12, 2022 | 188 | Oct 12, 2022 | 341 | Feb 22, 2024 | 529 |
| -25.34% | Nov 16, 1999 | 69 | Feb 25, 2000 | 68 | Jun 2, 2000 | 137 |
| -24.66% | Jan 26, 2018 | 229 | Dec 24, 2018 | 217 | Nov 4, 2019 | 446 |
| -15.55% | Feb 19, 2025 | 34 | Apr 8, 2025 | 55 | Jun 27, 2025 | 89 |
| -14.80% | Jan 6, 2026 | 56 | Mar 27, 2026 | 67 | Jul 6, 2026 | 123 |
| -14.08% | Sep 11, 2000 | 23 | Oct 12, 2000 | 51 | Dec 26, 2000 | 74 |
| -11.52% | Jun 2, 2000 | 20 | Jun 30, 2000 | 24 | Aug 4, 2000 | 44 |
| -10.20% | Mar 5, 2004 | 45 | May 10, 2004 | 142 | Dec 1, 2004 | 187 |
| -9.13% | Feb 15, 2005 | 44 | Apr 20, 2005 | 59 | Jul 14, 2005 | 103 |
| -8.42% | Jun 4, 2021 | 10 | Jun 18, 2021 | 36 | Aug 10, 2021 | 46 |
| -8.32% | Feb 20, 2007 | 15 | Mar 13, 2007 | 40 | May 9, 2007 | 55 |
| -7.98% | Jan 14, 2021 | 10 | Jan 29, 2021 | 10 | Feb 12, 2021 | 20 |
| -7.76% | May 5, 2006 | 27 | Jun 14, 2006 | 63 | Sep 13, 2006 | 90 |
| -7.58% | Oct 22, 2021 | 27 | Dec 1, 2021 | 23 | Jan 4, 2022 | 50 |
| -7.44% | Nov 29, 2024 | 27 | Jan 10, 2025 | 10 | Jan 27, 2025 | 37 |
| -6.86% | Jul 30, 2024 | 4 | Aug 5, 2024 | 10 | Aug 19, 2024 | 14 |
| -6.01% | Mar 28, 2024 | 12 | Apr 16, 2024 | 21 | May 15, 2024 | 33 |
| -6.00% | Aug 27, 2021 | 16 | Sep 21, 2021 | 12 | Oct 7, 2021 | 28 |
| -5.95% | Aug 4, 2017 | 23 | Sep 7, 2017 | 9 | Sep 20, 2017 | 32 |
| -5.58% | Sep 29, 2025 | 38 | Nov 20, 2025 | 14 | Dec 11, 2025 | 52 |
| -5.25% | Jul 15, 2005 | 62 | Oct 12, 2005 | 12 | Oct 28, 2005 | 74 |
| -4.49% | Nov 5, 1999 | 4 | Nov 11, 1999 | 3 | Nov 16, 1999 | 7 |