Seasonal Evaluation for State Street Financial Select Sector SPDR ETF (XLF)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 55.00% | 60.00% | 70.00% | 80.00% |
| Median Return | 2.51% | 2.11% | 2.99% | 7.19% |
| Average Return | 6.59% | 5.20% | 4.75% | 8.74% |
| Maximum Gain | 21.88% | 36.34% | 25.41% | 23.13% |
| Gain Year | 2012 | 2009 | 2009 | 2020 |
| Maximum Loss | -31.75% | -17.80% | -22.76% | -36.02% |
| Loss Year | 2020 | 2008 | 2011 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 67.50% | 65.00% | 57.50% | 75.00% |
| Median Return | 5.18% | 2.53% | 2.16% | 4.58% |
| Average Return | 7.79% | 4.96% | 5.82% | 6.58% |
| Maximum Gain | 23.13% | 36.34% | 36.34% | 25.41% |
| Gain Year | 2020 | 2009 | 2009 | 2009 |
| Maximum Loss | -36.02% | -22.76% | -31.75% | -36.02% |
| Loss Year | 2008 | 2011 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||