Health Care Select Sector SPDR Fund (XLV)

The chart shows the growth of an initial investment of $10,000 in Health Care Select Sector SPDR Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Health Care Select Sector SPDR Fund had a return of -1.78% year-to-date (YTD) and -3.90% in the last 12 months. Over the past 10 years, Health Care Select Sector SPDR Fund had an annualized return of 10.96%, outperforming the S&P 500 benchmark which had an annualized return of 9.87%.

This table presents a comparison of risk-adjusted performance metrics for Health Care Select Sector SPDR Fund (XLV) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Health Care Select Sector SPDR Fund granted a 1.61% dividend yield in the last twelve months. The annual payout for that period amounted to $2.13 per share.

The table displays the monthly dividend distributions for Health Care Select Sector SPDR Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way.

The table below displays the maximum drawdowns of the Health Care Select Sector SPDR Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Health Care Select Sector SPDR Fund was 39.18%, occurring on Mar 9, 2009. Recovery took 538 trading sessions.

The current Health Care Select Sector SPDR Fund volatility is 3.21%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.