XLB monthly performance report
Explore XLB's monthly returns, drawdown, and seasonality trends — updated every month.
XLB monthly report
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Key takeaways
- XLB (XLB) closed September 2026 at $49.99, down 5.12% for the month and +10.01% over the trailing 12 months.
- Year-to-date, XLB is +10.23%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading −0.52% versus its 200-day moving average ($50.25), a cautious technical signal.
- Over the past three years, XLB has underperformed the S&P 500 by −48.23%, with a relative strength index reading of 71.9.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
XLB ended September 2026 at $49.99, posting a monthly return of −5.12%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −4.43%.
The current quarter stands at −1.65% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −0.52% versus the 200-day moving average ($50.25).
Year-to-date, XLB is +10.23% against SPY +11.70%, a gap of −1.47%. The stock is currently −7.75% below its 52-week high, with maximum 3-year drawdown at −23.93%.
| Period | XLB | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.42% | −0.12% | −1.30% |
| 1 Week | −1.88% | −0.34% | −1.54% |
| 1 Month | −5.12% | −0.70% | −4.43% |
| 3 Months | −5.18% | +2.80% | −7.98% |
| 6 Months | +1.63% | +13.85% | −12.22% |
| YTD | +10.23% | +11.70% | −1.47% |
| 12 Months | +10.01% | +15.01% | −5.00% |
| 3 Years | +23.46% | +71.69% | −48.23% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jan 2026 | +8.64% |
| #2 | Feb 2026 | +8.40% |
| #3 | Nov 2023 | +8.36% |
| #4 | Feb 2024 | +6.52% |
| #5 | Mar 2024 | +6.08% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −11.23% |
| #2 | Mar 2026 | −6.44% |
| #3 | Sep 2023 | −5.21% |
| #4 | Sep 2026 | −5.12% |
| #5 | Apr 2024 | −4.59% |
| Quarter | Return |
|---|---|
| Q2 2025 | +2.12% |
| Q3 2025 | +2.07% |
| Q4 2025 | +1.21% |
| Q1 2026 | +10.19% |
| Q2 2026 | +1.72% |
| Q3 2026 (QTD) | −1.65% |
| Year | Return |
|---|---|
| 2023 | +10.12% |
| 2024 | −1.64% |
| 2025 | +7.80% |
| 2026 | +10.23% |
| Metric | Value |
|---|---|
| 52-Week High | $54.19 (2026-08-24) |
| 52-Week Low | $42.03 (2025-11-04) |
| Current Price | $49.99 |
| 200-Day Moving Average | $50.25 |
| Price vs 200DMA | −0.52% |
| 3-Year Maximum Drawdown | −23.93% (2025-04-08) |
| Current Drawdown from 52W High | −7.75% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 71.9 |
| 3-Year Excess Return vs S&P 500 | −48.23% |
| RS Peak | 100.9 (Oct 2023) |
| RS Trough | 68.3 (Nov 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was XLB's return for this report period?
XLB returned −5.12% in the latest monthly window ending 2026-09-18.
Has XLB outperformed SPY year to date?
YTD XLB: +10.23% vs SPY: +11.70%.
What is XLB's 12-month return?
+10.01% over the trailing 12 months.
Is XLB above or below its 200-day moving average?
Price is −0.52% versus 200DMA ($50.25).
What is the maximum drawdown in the 3-year window?
−23.93% on 2025-04-08.