Performance analysis of XLRI (Select Sector SPDR Trust The The Real Estate Premium Income Fund)
Annual Return
Since Jul 30, 2025, XLRI has had an average annual return of +4.42%, underperforming the benchmark SPY, which returned +23.98% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.31% | +0.40% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.23% | +2.07% | -5.23% | +6.01% | -0.38% | -1.08% | +3.31% | ||||||
| 2025 | -1.48% | +1.62% | +1.62% | -1.58% | +1.10% | -0.82% | +0.40% |
Drawdown analysis of XLRI (Select Sector SPDR Trust The The Real Estate Premium Income Fund)
The maximum drawdown for the XLRI was -7.12%, occurring on Mar 27, 2026. Recovery took 14 trading sessions.
The current XLRI drawdown is -2.31%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -7.12% | Feb 27, 2026 | 20 | Mar 27, 2026 | 14 | Apr 17, 2026 | 34 |
| -4.33% | Oct 24, 2025 | 19 | Nov 20, 2025 | 38 | Jan 16, 2026 | 57 |
| -3.09% | May 26, 2026 | 4 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -3.08% | Oct 3, 2025 | 5 | Oct 10, 2025 | 6 | Oct 20, 2025 | 11 |
| -2.74% | May 6, 2026 | 7 | May 15, 2026 | 4 | May 21, 2026 | 11 |
| -2.06% | Jul 30, 2025 | 8 | Aug 11, 2025 | 14 | Aug 29, 2025 | 22 |
| -1.54% | Jan 16, 2026 | 7 | Jan 28, 2026 | 7 | Feb 6, 2026 | 14 |
| -1.34% | Apr 20, 2026 | 2 | Apr 22, 2026 | 6 | Apr 30, 2026 | 8 |
| -1.30% | Feb 17, 2026 | 2 | Feb 19, 2026 | 6 | Feb 27, 2026 | 8 |
| -1.02% | Aug 29, 2025 | 1 | Sep 2, 2025 | 3 | Sep 5, 2025 | 4 |
| -0.93% | Sep 23, 2025 | 2 | Sep 25, 2025 | 2 | Sep 29, 2025 | 4 |
| -0.51% | Oct 1, 2025 | 1 | Oct 2, 2025 | 1 | Oct 3, 2025 | 2 |
| -0.48% | Sep 11, 2025 | 6 | Sep 19, 2025 | 2 | Sep 23, 2025 | 8 |
| -0.32% | Sep 5, 2025 | 1 | Sep 8, 2025 | 3 | Sep 11, 2025 | 4 |
| -0.27% | Oct 20, 2025 | 1 | Oct 21, 2025 | 1 | Oct 22, 2025 | 2 |
| -0.25% | May 1, 2026 | 1 | May 4, 2026 | 2 | May 6, 2026 | 3 |
| -0.10% | Feb 11, 2026 | 1 | Feb 12, 2026 | 1 | Feb 13, 2026 | 2 |