| XLI | |
|---|---|
| Total return | +249.3% |
| Annualised (CAGR) | +13.3% |
| Volatility (annualised) | +18.9% |
| Sharpe (rf = 0) | 0.70 |
| Deepest drawdown | -42.3% |
| Drawdown peak → trough | 2020-02-12 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +249.3% in total (+13.3% a year), with a deepest drawdown of -42.3% from 2020-02-12 to 2020-03-23. Its worst calendar year was 2018 (-13.2%), its best 2019 (+29.1%).
| Year | XLI |
|---|---|
| 2026 | +10.4% |
| 2025 | +19.3% |
| 2024 | +17.3% |
| 2023 | +18.1% |
| 2022 | -5.6% |
| 2021 | +21.1% |
| 2020 | +11.0% |
| 2019 | +29.1% |
| 2018 | -13.2% |
| 2017 | +24.0% |
| 2016 | +8.6% |
It does not say XLI 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 -42.3% 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.
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