| XLB | |
|---|---|
| Total return | +152.9% |
| Annualised (CAGR) | +9.7% |
| Volatility (annualised) | +18.6% |
| Sharpe (rf = 0) | 0.52 |
| Deepest drawdown | -37.2% |
| Drawdown peak → trough | 2018-01-26 → 2020-03-23 |
| Dividend yield (12m distributions) | 1.76% (as of 2026-09-29) |
Over the 10.0 years to 2026-09-29 the fund returned +152.9% in total (+9.7% a year), with a deepest drawdown of -37.2% from 2018-01-26 to 2020-03-23. Its worst calendar year was 2018 (-14.9%), its best 2021 (+27.4%).
| Year | XLB |
|---|---|
| 2026 | +9.7% |
| 2025 | +9.9% |
| 2024 | +0.1% |
| 2023 | +12.5% |
| 2022 | -12.3% |
| 2021 | +27.4% |
| 2020 | +20.5% |
| 2019 | +24.1% |
| 2018 | -14.9% |
| 2017 | +24.0% |
| 2016 | +5.5% |
+152.9% in total, which works out to +9.7% a year over the 10 years to 2026-09-29. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2018 — its calendar-year return was -14.9% (net of fees, dividends reinvested). Its best year was 2021 (+27.4%).
-37.2%, from a peak on 2018-01-26 to a trough on 2020-03-23. From that trough it took 116 days (about 3.8 months) to climb back to the earlier peak.
Over the last 12 months it distributed 1.76% of its share price (as of 2026-09-29). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say XLB is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -37.2% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.