| XLK | |
|---|---|
| Total return | +806.4% |
| Annualised (CAGR) | +24.7% |
| Volatility (annualised) | +20.9% |
| Sharpe (rf = 0) | 1.18 |
| Deepest drawdown | -33.6% |
| Drawdown peak → trough | 2021-12-27 → 2022-10-12 |
Over the 10.0 years to 2026-09-21 the fund returned +806.4% in total (+24.7% a year), with a deepest drawdown of -33.6% from 2021-12-27 to 2022-10-12. Its worst calendar year was 2022 (-27.7%), its best 2023 (+56.0%).
| Year | XLK |
|---|---|
| 2026 | +35.8% |
| 2025 | +24.6% |
| 2024 | +21.6% |
| 2023 | +56.0% |
| 2022 | -27.7% |
| 2021 | +34.7% |
| 2020 | +43.6% |
| 2019 | +49.9% |
| 2018 | -1.7% |
| 2017 | +34.3% |
| 2016 | +2.0% |
It does not say XLK 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 -33.6% 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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