Performance analysis of XRT (STATE STREET(R) SPDR(R) S&P(R) RETAIL ETF)
Annual Return
Over the past 3 years, XRT has had an average annual return of +11.59%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, XRT has had an average annual return of +0.08%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, XRT has had an average annual return of +8.73%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jun 22, 2006, XRT has had an average annual return of +9.50%, underperforming the benchmark SPY, which returned +11.36% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.22% | +8.06% | +11.78% | +21.54% | -31.64% | +42.64% | +41.94% | +14.12% | -8.03% | +4.21% | +3.31% | -8.86% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +9.86% | +42.19% | +20.69% | +9.74% | +37.36% | +77.42% | -38.02% | -17.03% | +9.62% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.22% | +0.75% | -7.24% | +6.60% | -2.09% | +4.69% | +0.82% | +4.22% | |||||
| 2025 | +0.83% | -7.61% | -6.57% | -0.57% | +10.52% | +1.76% | +1.82% | +7.30% | +2.48% | -5.98% | +4.10% | +1.32% | +8.06% |
| 2024 | -5.14% | +11.50% | +3.47% | -9.12% | +7.98% | -2.80% | +4.71% | -2.79% | +1.96% | -3.55% | +10.53% | -3.22% | +11.78% |
| 2023 | +16.11% | -5.33% | -4.24% | -3.14% | -7.47% | +12.72% | +6.32% | -5.18% | -5.04% | -3.56% | +10.07% | +12.47% | +21.54% |
| 2022 | -9.48% | -5.49% | -2.08% | -6.98% | -5.85% | -11.63% | +9.37% | -0.30% | -10.52% | +11.18% | +7.22% | -9.34% | -31.64% |
| 2021 | +36.83% | -9.94% | +12.75% | +4.05% | +0.58% | +4.28% | -2.02% | +0.73% | -5.70% | +4.40% | -0.38% | -2.82% | +42.64% |
| 2020 | -6.41% | -6.46% | -25.59% | +23.17% | +11.23% | +5.32% | +10.38% | +9.42% | -3.86% | +0.36% | +20.54% | +7.48% | +41.94% |
| 2019 | +7.74% | +3.89% | -1.60% | +1.49% | -12.32% | +6.28% | +0.52% | -6.62% | +7.14% | +1.70% | +3.54% | +3.46% | +14.12% |
| 2018 | +4.52% | -4.11% | -1.89% | +1.98% | +2.64% | +5.08% | +2.20% | +4.96% | -1.75% | -7.61% | -1.68% | -11.18% | -8.03% |
| 2017 | -1.98% | -0.63% | -1.35% | +1.59% | -5.06% | +0.45% | +1.08% | -4.84% | +7.11% | -5.46% | +10.73% | +3.77% | +4.21% |
Drawdown analysis of XRT (STATE STREET(R) SPDR(R) S&P(R) RETAIL ETF)
The maximum drawdown for the XRT was -65.81%, occurring on Nov 20, 2008. Recovery took 349 trading sessions.
The current XRT drawdown is -8.34%.
Since Jun 22, 2006 XRT has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.81% | Jun 1, 2007 | 373 | Nov 20, 2008 | 349 | Apr 14, 2010 | 722 |
| -47.00% | Aug 23, 2018 | 396 | Mar 23, 2020 | 97 | Aug 10, 2020 | 493 |
| -44.57% | Nov 16, 2021 | 219 | Sep 30, 2022 | Ongoing | Ongoing | Ongoing |
| -24.17% | Jul 16, 2015 | 145 | Feb 11, 2016 | 584 | Jun 7, 2018 | 729 |
| -22.21% | Jul 7, 2011 | 31 | Aug 19, 2011 | 115 | Feb 3, 2012 | 146 |
| -21.95% | Apr 26, 2010 | 49 | Jul 6, 2010 | 87 | Nov 5, 2010 | 136 |
| -16.54% | Jan 27, 2021 | 4 | Feb 2, 2021 | 25 | Mar 10, 2021 | 29 |
| -12.36% | Nov 27, 2013 | 44 | Feb 3, 2014 | 105 | Jul 3, 2014 | 149 |
| -10.65% | Mar 12, 2021 | 8 | Mar 24, 2021 | 27 | May 3, 2021 | 35 |
| -10.09% | Mar 26, 2012 | 55 | Jun 13, 2012 | 59 | Sep 6, 2012 | 114 |
| -9.18% | Oct 15, 2020 | 11 | Oct 30, 2020 | 11 | Nov 16, 2020 | 22 |
| -9.14% | Jul 1, 2021 | 70 | Oct 11, 2021 | 17 | Nov 3, 2021 | 87 |
| -9.05% | May 12, 2011 | 20 | Jun 10, 2011 | 15 | Jul 1, 2011 | 35 |
| -8.66% | Sep 2, 2020 | 15 | Sep 24, 2020 | 9 | Oct 7, 2020 | 24 |
| -8.46% | Feb 20, 2007 | 9 | Mar 5, 2007 | 24 | Apr 9, 2007 | 33 |
| -8.26% | Aug 27, 2014 | 32 | Oct 13, 2014 | 18 | Nov 6, 2014 | 50 |
| -7.45% | Jun 30, 2006 | 27 | Aug 9, 2006 | 23 | Sep 12, 2006 | 50 |
| -7.40% | May 7, 2021 | 3 | May 12, 2021 | 14 | Jun 2, 2021 | 17 |
| -7.33% | Sep 14, 2012 | 41 | Nov 14, 2012 | 41 | Jan 15, 2013 | 82 |
| -6.91% | Aug 2, 2013 | 17 | Aug 27, 2013 | 36 | Oct 17, 2013 | 53 |
| -5.65% | Jul 3, 2014 | 20 | Aug 1, 2014 | 17 | Aug 26, 2014 | 37 |
| -5.34% | Dec 30, 2010 | 23 | Feb 2, 2011 | 4 | Feb 8, 2011 | 27 |
| -5.06% | Jun 18, 2013 | 4 | Jun 24, 2013 | 8 | Jul 5, 2013 | 12 |
| -5.03% | Apr 20, 2007 | 17 | May 15, 2007 | 10 | May 30, 2007 | 27 |
| -5.02% | Jan 8, 2015 | 5 | Jan 15, 2015 | 19 | Feb 12, 2015 | 24 |