Seasonal Evaluation for State Street Technology Select Sector SPDR ETF (XLK)
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 | 80.00% | 70.00% | 70.00% | 80.00% |
| Median Return | 2.49% | 4.45% | 5.41% | 7.37% |
| Average Return | 3.65% | 6.37% | 7.14% | 7.29% |
| Maximum Gain | 21.62% | 30.36% | 15.03% | 17.67% |
| Gain Year | 2023 | 2020 | 2009 | 2023 |
| Maximum Loss | -15.96% | -19.81% | -13.11% | -21.92% |
| Loss Year | 2008 | 2022 | 2008 | 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 | 80.00% | 70.00% | 75.00% | 75.00% |
| Median Return | 4.13% | 5.41% | 2.84% | 5.99% |
| Average Return | 5.16% | 6.74% | 4.74% | 7.22% |
| Maximum Gain | 21.62% | 30.36% | 30.36% | 17.67% |
| Gain Year | 2023 | 2020 | 2020 | 2023 |
| Maximum Loss | -21.92% | -19.81% | -19.81% | -21.92% |
| Loss Year | 2008 | 2022 | 2022 | 2008 |
| Based on the past 20 years (2006-2025) | ||||