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XLV

State Street Health Care Select Sector SPDR ETF

ETF

$171.26+0.56 (+0.33%)Close Sep 28, 2026

XLV returned 8.76% a year from Dec 1998 to Sep 2026, turning $10,000 into $102,844. It fell 39.17% from Dec 2007 to Mar 2009, and it took 3.4 years to get back to its high.

Dec 22, 1998 – Sep 28, 2026

$10,000 became$102,844
CAGR8.76%
Max drawdown−39.17%
Sharpe ratio0.56

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Growth of $10,000

  • XLV

Trailing returns

PeriodXLV
1M+0.44%
3M+7.22%
6M+20.53%
YTD+12.00%
1Y+28.50%
3Y+11.55%
5Y+7.76%
10Y+10.79%
15Y+13.73%
20Y+10.46%
25Y+10.02%
Since 1998+8.76%

Metrics

ReturnXLV
Final balance$102,844
Total return928.44%
CAGR8.76%
Calendar yearsXLV
Best year41.41%
Worst year−23.31%
Positive years21 of 27
RiskXLV
Max drawdown−39.17%
Longest drawdown5.4 years
Volatility (annualized)17.84%
Risk-adjustedXLV
Sharpe ratio0.56
Sortino ratio0.80
Calmar ratio0.22

Worst drawdowns

DeclinePeakBottomRecovered
−39.2%Dec 2007Mar 2009Apr 2011
−33.3%Jan 2000Sep 2001Jun 2005
−28.4%Jan 2020Mar 2020Jul 2020
−17.3%May 2011Aug 2011Jan 2012
−17.1%Sep 2024May 2025Nov 2025

Annual returns

YearXLV
1998from Dec 22+3.87%
1999+19.51%
2000−11.77%
2001−0.83%
2002−0.74%
2003+14.93%
2004+1.27%
2005+6.42%
2006+7.05%
2007+7.16%
2008−23.31%
2009+19.52%
2010+3.30%
2011+12.40%
2012+17.37%
2013+41.41%
2014+25.14%
2015+6.83%
2016−2.76%
2017+21.77%
2018+6.28%
2019+20.45%
2020+13.30%
2021+26.04%
2022−2.08%
2023+2.07%
2024+2.47%
2025+14.50%
2026to Sep 28+12.00%

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