| XLC | |
|---|---|
| Total return | +142.0% |
| Annualised (CAGR) | +11.3% |
| Volatility (annualised) | +18.7% |
| Sharpe (rf = 0) | 0.60 |
| Deepest drawdown | -46.7% |
| Drawdown peak → trough | 2021-09-01 → 2022-11-03 |
| Dividend yield (12m distributions) | 1.24% (as of 2026-09-29) |
Over the 8.3 years to 2026-09-29 the fund returned +142.0% in total (+11.3% a year), with a deepest drawdown of -46.7% from 2021-09-01 to 2022-11-03. Its worst calendar year was 2022 (-37.6%), its best 2023 (+52.8%).
| Year | XLC |
|---|---|
| 2026 | -4.5% |
| 2025 | +23.1% |
| 2024 | +34.7% |
| 2023 | +52.8% |
| 2022 | -37.6% |
| 2021 | +16.0% |
| 2020 | +26.9% |
| 2019 | +31.0% |
| 2018 | -16.9% |
+142.0% in total, which works out to +11.3% a year over the 8 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.
2022 — its calendar-year return was -37.6% (net of fees, dividends reinvested). Its best year was 2023 (+52.8%).
-46.7%, from a peak on 2021-09-01 to a trough on 2022-11-03. From that trough it took 579 days (about 19.0 months) to climb back to the earlier peak.
Over the last 12 months it distributed 1.24% 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 XLC 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 -46.7% 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.