Seasonal Evaluation for State Street Industrial Select Sector SPDR ETF (XLI)
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 | 65.00% | 60.00% | 60.00% | 80.00% |
| Median Return | 4.25% | 2.08% | 3.90% | 6.98% |
| Average Return | 6.21% | 4.65% | 6.57% | 7.77% |
| Maximum Gain | 17.16% | 19.95% | 20.58% | 19.12% |
| Gain Year | 2019 | 2009 | 2009 | 2022 |
| Maximum Loss | -27.01% | -14.81% | -21.10% | -23.22% |
| Loss Year | 2020 | 2022 | 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 | 72.50% | 60.00% | 62.50% | 70.00% |
| Median Return | 6.03% | 2.85% | 3.04% | 5.62% |
| Average Return | 7.03% | 5.53% | 5.41% | 7.23% |
| Maximum Gain | 19.12% | 20.58% | 19.95% | 20.58% |
| Gain Year | 2022 | 2009 | 2009 | 2009 |
| Maximum Loss | -27.01% | -21.10% | -27.01% | -23.22% |
| Loss Year | 2020 | 2011 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||