Seasonal Evaluation for State Street Health Care Select Sector SPDR ETF (XLV)
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% | 70.00% | 75.00% | 75.00% |
| Median Return | 3.51% | 2.96% | 3.62% | 6.90% |
| Average Return | 4.95% | 4.60% | 3.10% | 5.53% |
| Maximum Gain | 15.87% | 13.45% | 14.45% | 14.22% |
| Gain Year | 2013 | 2020 | 2018 | 2019 |
| Maximum Loss | -12.59% | -11.78% | -10.64% | -12.28% |
| Loss Year | 2020 | 2010 | 2015 | 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 | 70.00% | 72.50% | 67.50% | 75.00% |
| Median Return | 4.72% | 3.24% | 3.11% | 4.65% |
| Average Return | 5.25% | 3.75% | 4.76% | 4.14% |
| Maximum Gain | 15.87% | 14.45% | 15.87% | 14.45% |
| Gain Year | 2013 | 2018 | 2013 | 2018 |
| Maximum Loss | -12.59% | -11.78% | -12.59% | -12.28% |
| Loss Year | 2020 | 2010 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||