Performance analysis of XLV (STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF)
Annual Return
Over the past 3 years, XLV has had an average annual return of +6.95%, underperforming the benchmark SPY, which returned +20.51% annual.
Over the past 5 years, XLV has had an average annual return of +5.98%, underperforming the benchmark SPY, which returned +13.50% annual.
Over the past 10 years, XLV has had an average annual return of +9.89%, underperforming the benchmark SPY, which returned +15.42% annual.
Since Nov 1, 1999, XLV has had an average annual return of +8.20%, underperforming the benchmark SPY, which returned +8.48% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.23% | +14.50% | +2.47% | +2.06% | -2.09% | +26.04% | +13.34% | +20.44% | +6.29% | +21.77% | -2.76% | +6.84% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +25.14% | +41.41% | +17.37% | +12.40% | +3.30% | +19.52% | -23.31% | +7.16% | +7.06% | +6.40% | +1.28% | +14.93% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -0.76% | -0.82% | -11.59% | +10.22% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.04% | +3.53% | -8.11% | -0.42% | +2.38% | +2.90% | -0.23% | ||||||
| 2025 | +6.76% | +1.40% | -1.58% | -3.79% | -5.57% | +2.11% | -3.23% | +5.37% | +1.73% | +3.65% | +9.29% | -1.39% | +14.50% |
| 2024 | +2.93% | +3.16% | +2.38% | -5.01% | +2.40% | +1.82% | +2.66% | +5.06% | -1.66% | -4.64% | +0.37% | -6.26% | +2.47% |
| 2023 | -1.83% | -4.64% | +2.19% | +3.14% | -4.27% | +4.26% | +1.07% | -0.70% | -2.96% | -3.26% | +5.44% | +4.33% | +2.06% |
| 2022 | -6.86% | -0.97% | +5.74% | -4.89% | +1.49% | -2.62% | +3.24% | -5.77% | -2.54% | +9.61% | +4.72% | -1.88% | -2.09% |
| 2021 | +1.40% | -2.10% | +4.02% | +3.93% | +1.87% | +2.29% | +4.92% | +2.32% | -5.52% | +5.12% | -3.06% | +9.02% | +26.04% |
| 2020 | -2.67% | -6.59% | -3.86% | +12.59% | +3.29% | -2.44% | +5.46% | +2.59% | -2.17% | -3.62% | +7.95% | +3.80% | +13.34% |
| 2019 | +4.81% | +1.08% | +0.48% | -2.71% | -2.22% | +6.59% | -1.62% | -0.59% | -0.11% | +5.13% | +5% | +3.48% | +20.44% |
| 2018 | +6.56% | -4.49% | -2.92% | +1.06% | +0.18% | +1.65% | +6.55% | +4.33% | +2.95% | -6.78% | +8.09% | -9.35% | +6.29% |
| 2017 | +2.29% | +6.34% | -0.48% | +1.53% | +0.77% | +4.57% | +0.82% | +1.75% | +0.91% | -0.76% | +2.91% | -0.56% | +21.77% |
Drawdown analysis of XLV (STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF)
The maximum drawdown for the XLV was -39.17%, occurring on Mar 9, 2009. Recovery took 538 trading sessions.
The current XLV drawdown is -3.59%.
Since Nov 1, 1999 XLV has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.17% | Dec 10, 2007 | 312 | Mar 9, 2009 | 538 | Apr 26, 2011 | 850 |
| -33.13% | Jan 10, 2000 | 424 | Sep 20, 2001 | 941 | Jun 16, 2005 | 1365 |
| -28.39% | Jan 22, 2020 | 42 | Mar 23, 2020 | 79 | Jul 15, 2020 | 121 |
| -17.34% | May 18, 2011 | 58 | Aug 10, 2011 | 110 | Jan 18, 2012 | 168 |
| -17.12% | Sep 16, 2024 | 165 | May 14, 2025 | 133 | Nov 21, 2025 | 298 |
| -17.09% | Jul 20, 2015 | 140 | Feb 8, 2016 | 267 | Mar 1, 2017 | 407 |
| -16.06% | Apr 8, 2022 | 48 | Jun 17, 2022 | 388 | Jan 4, 2024 | 436 |
| -15.44% | Nov 30, 2018 | 15 | Dec 24, 2018 | 213 | Oct 29, 2019 | 228 |
| -12.79% | Jan 26, 2018 | 44 | Apr 2, 2018 | 97 | Aug 17, 2018 | 141 |
| -10.56% | Dec 30, 2021 | 37 | Feb 23, 2022 | 31 | Apr 7, 2022 | 68 |
| -10.47% | Feb 27, 2026 | 42 | Apr 29, 2026 | Ongoing | Ongoing | Ongoing |
| -9.85% | Mar 22, 2006 | 67 | Jun 27, 2006 | 44 | Aug 29, 2006 | 111 |
| -8.71% | Oct 1, 2018 | 17 | Oct 24, 2018 | 26 | Nov 30, 2018 | 43 |
| -8.22% | May 7, 2007 | 57 | Jul 27, 2007 | 88 | Nov 30, 2007 | 145 |
| -8.09% | Sep 3, 2021 | 26 | Oct 12, 2021 | 45 | Dec 15, 2021 | 71 |
| -7.78% | Sep 9, 2005 | 34 | Oct 27, 2005 | 39 | Dec 22, 2005 | 73 |
| -7.75% | Sep 24, 2014 | 16 | Oct 16, 2014 | 7 | Oct 27, 2014 | 23 |
| -7.01% | Mar 4, 2014 | 28 | Apr 11, 2014 | 35 | Jun 3, 2014 | 63 |
| -6.98% | Sep 2, 2020 | 15 | Sep 24, 2020 | 12 | Oct 12, 2020 | 27 |
| -6.82% | Oct 12, 2020 | 14 | Oct 30, 2020 | 3 | Nov 4, 2020 | 17 |
| -6.53% | Oct 18, 2012 | 18 | Nov 15, 2012 | 36 | Jan 9, 2013 | 54 |
| -6.50% | Jan 20, 2021 | 30 | Mar 4, 2021 | 27 | Apr 13, 2021 | 57 |
| -6.30% | Mar 28, 2024 | 14 | Apr 18, 2024 | 57 | Jul 11, 2024 | 71 |
| -5.91% | Apr 2, 2012 | 42 | Jun 1, 2012 | 12 | Jun 19, 2012 | 54 |
| -5.72% | Aug 8, 2014 | 2 | Aug 12, 2014 | 17 | Sep 5, 2014 | 19 |