| XLY | |
|---|---|
| Total return | +204.5% |
| Annualised (CAGR) | +11.8% |
| Volatility (annualised) | +20.3% |
| Sharpe (rf = 0) | 0.58 |
| Deepest drawdown | -39.7% |
| Drawdown peak → trough | 2021-11-19 → 2022-12-28 |
| Dividend yield (12m distributions) | 0.86% (as of 2026-09-29) |
Over the 10.0 years to 2026-09-29 the fund returned +204.5% in total (+11.8% a year), with a deepest drawdown of -39.7% from 2021-11-19 to 2022-12-28. Its worst calendar year was 2022 (-36.3%), its best 2023 (+39.6%).
| Year | XLY |
|---|---|
| 2026 | -8.0% |
| 2025 | +7.4% |
| 2024 | +26.5% |
| 2023 | +39.6% |
| 2022 | -36.3% |
| 2021 | +27.9% |
| 2020 | +29.6% |
| 2019 | +28.4% |
| 2018 | +1.6% |
| 2017 | +22.8% |
| 2016 | +3.1% |
+204.5% in total, which works out to +11.8% 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.
2022 — its calendar-year return was -36.3% (net of fees, dividends reinvested). Its best year was 2023 (+39.6%).
-39.7%, from a peak on 2021-11-19 to a trough on 2022-12-28. From that trough it took 679 days (about 22.3 months) to climb back to the earlier peak.
Over the last 12 months it distributed 0.86% 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 XLY 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 -39.7% 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.