Financial Select Sector SPDR Fund trailing returns
Financial Select Sector SPDR Fund's 10-year annualized return is +13.4% per year (+252.8% cumulative). How Financial Select Sector SPDR Fund (XLF) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through September 11, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-09-11. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | +0.7% | |
| 1 week | — | -2.2% | |
| 1 month | — | -1.2% | |
| YTD | — | +5.4% | |
| 1 year | +9.4% | +9.4% | |
| 5 years | +10.7% | +66.1% | |
| 10 years | +13.4% | +252.8% | |
| 20 years | +5.8% | +211.4% | |
| Since inception (1998) | +6.1% | +413.1% |
Growth of XLF
Actual index level (solid); dashed lines are each window's constant-rate path from start to today.
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-09-11). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Total return reinvests dividends (from XLF's split- and dividend-adjusted closes); price return excludes them. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ#
- What is Financial Select Sector SPDR Fund's 10-year return?
- Over the last 10 years, Financial Select Sector SPDR Fund (XLF) returned about +13.4% a year annualized (+252.8% cumulative total return).
- What is Financial Select Sector SPDR Fund's 20-year annualized return?
- Over the last 20 years, Financial Select Sector SPDR Fund (XLF) compounded at about +5.8% a year (+211.4% cumulative).
- What is Financial Select Sector SPDR Fund's return since inception?
- Since 1998, Financial Select Sector SPDR Fund (XLF) has compounded at about +6.1% a year — +413.1% in total.