Performance analysis of XLY (THE CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND)
Annual Return
Over the past 3 years, XLY has had an average annual return of +15.08%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, XLY has had an average annual return of +7.30%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, XLY has had an average annual return of +12.61%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, XLY has had an average annual return of +9.52%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.05% | +7.35% | +26.51% | +39.64% | -36.27% | +27.93% | +29.63% | +28.40% | +1.59% | +22.82% | +5.97% | +9.92% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +9.46% | +42.74% | +23.60% | +5.98% | +27.47% | +40.56% | -32.97% | -13.80% | +18.84% | -6.57% | +12.89% | +37.19% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -18.66% | +12.76% | -16.87% | +10.32% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.47% | -3.56% | -6.56% | +8.60% | +2.13% | -3.43% | -2.05% | ||||||
| 2025 | +3.48% | -6.98% | -8.32% | -0.10% | +8.39% | +1.86% | +1.89% | +4.66% | +3.59% | +0.12% | -1.45% | +1.20% | +7.35% |
| 2024 | -4.41% | +7.89% | -0.07% | -4.50% | +0.20% | +3.88% | +2.79% | -0.20% | +7.30% | -1.74% | +12.91% | +1.11% | +26.51% |
| 2023 | +15.13% | -2.13% | +3.06% | -1.12% | +2.54% | +12.23% | +2.31% | -1.74% | -5.53% | -5.52% | +10.97% | +6.13% | +39.64% |
| 2022 | -9.53% | -4.07% | +4.43% | -11.96% | -5.12% | -10.84% | +18.44% | -4.50% | -8.21% | +1.11% | +1.48% | -11.39% | -36.27% |
| 2021 | +0.76% | -0.53% | +4.46% | +6.46% | -3.40% | +3.46% | +1.05% | +1.79% | -2.14% | +12.09% | +1.64% | +0.15% | +27.93% |
| 2020 | -0.08% | -7.57% | -14.91% | +18.88% | +6.51% | +3.07% | +7.28% | +9.55% | -1.86% | -2.73% | +10% | +2.43% | +29.63% |
| 2019 | +9.87% | +1.31% | +3.65% | +5.46% | -7.60% | +7.82% | +1.28% | -0.95% | +1.28% | +0.12% | +1.33% | +2.76% | +28.40% |
| 2018 | +9.24% | -3.47% | -2.39% | +2.38% | +1.99% | +3.62% | +1.80% | +5.10% | +0.53% | -10.10% | +2.48% | -7.95% | +1.59% |
| 2017 | +4.21% | +1.82% | +2.13% | +2.40% | +1.10% | -1.26% | +1.93% | -1.86% | +0.82% | +2.12% | +5.06% | +2.46% | +22.82% |
Drawdown analysis of XLY (THE CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND)
The maximum drawdown for the XLY was -59.05%, occurring on Mar 9, 2009. Recovery took 477 trading sessions.
The current XLY drawdown is -6.07%.
Since Nov 1, 1999 XLY has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 5 times
- 20% or more: 8 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.05% | Jun 4, 2007 | 444 | Mar 9, 2009 | 477 | Jan 27, 2011 | 921 |
| -39.67% | Nov 19, 2021 | 277 | Dec 28, 2022 | 467 | Nov 6, 2024 | 744 |
| -33.91% | Feb 20, 2020 | 19 | Mar 18, 2020 | 56 | Jun 8, 2020 | 75 |
| -31.54% | Mar 19, 2002 | 247 | Mar 12, 2003 | 168 | Nov 7, 2003 | 415 |
| -31.54% | Apr 11, 2000 | 360 | Sep 20, 2001 | 121 | Mar 15, 2002 | 481 |
| -26.02% | Dec 17, 2024 | 75 | Apr 8, 2025 | 108 | Sep 12, 2025 | 183 |
| -22.12% | Dec 31, 1999 | 37 | Feb 24, 2000 | 33 | Apr 11, 2000 | 70 |
| -21.36% | Sep 20, 2018 | 65 | Dec 24, 2018 | 69 | Apr 4, 2019 | 134 |
| -18.42% | Jul 7, 2011 | 61 | Oct 3, 2011 | 74 | Jan 19, 2012 | 135 |
| -15.84% | Nov 25, 2015 | 52 | Feb 11, 2016 | 103 | Jul 11, 2016 | 155 |
| -14.98% | Jan 12, 2026 | 53 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -12.72% | Dec 30, 2004 | 209 | Oct 27, 2005 | 228 | Sep 25, 2006 | 437 |
| -11.45% | Aug 4, 2015 | 15 | Aug 25, 2015 | 43 | Oct 26, 2015 | 58 |
| -10.81% | Apr 5, 2004 | 89 | Aug 12, 2004 | 54 | Oct 28, 2004 | 143 |
| -10.03% | Feb 8, 2021 | 17 | Mar 4, 2021 | 21 | Apr 5, 2021 | 38 |
| -9.57% | May 2, 2012 | 21 | Jun 1, 2012 | 67 | Sep 6, 2012 | 88 |
| -9.43% | Jan 26, 2018 | 44 | Apr 2, 2018 | 46 | Jun 6, 2018 | 90 |
| -8.83% | Apr 26, 2019 | 25 | Jun 3, 2019 | 21 | Jul 2, 2019 | 46 |
| -8.68% | Nov 3, 2025 | 13 | Nov 20, 2025 | 16 | Dec 15, 2025 | 29 |
| -8.49% | Sep 5, 2014 | 28 | Oct 15, 2014 | 22 | Nov 14, 2014 | 50 |
| -8.47% | Dec 31, 2013 | 22 | Feb 3, 2014 | 18 | Feb 28, 2014 | 40 |
| -8.02% | Oct 12, 2020 | 14 | Oct 30, 2020 | 11 | Nov 16, 2020 | 25 |
| -7.95% | Jul 15, 2019 | 23 | Aug 15, 2019 | 86 | Dec 17, 2019 | 109 |
| -7.77% | Sep 2, 2020 | 12 | Sep 21, 2020 | 15 | Oct 12, 2020 | 27 |
| -7.51% | May 12, 2011 | 24 | Jun 16, 2011 | 11 | Jul 1, 2011 | 35 |