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 November 2026 at $52.23, down 0.97% for the month and +19.30% over the trailing 12 months.
- Year-to-date, XLB is +15.17%, outperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +1.94% versus its 200-day moving average ($51.24), a bullish technical signal.
- Over the past three years, XLB has underperformed the S&P 500 by −36.13%, with a relative strength index reading of 78.9.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
XLB ended November 2026 at $52.23, posting a monthly return of −0.97%. The S&P 500 returned −0.18% over the same window, leaving relative performance at −0.79%.
The current quarter stands at +7.25% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +1.94% versus the 200-day moving average ($51.24).
Year-to-date, XLB is +15.17% against SPY +10.62%, a gap of +4.55%. The stock is currently −4.39% below its 52-week high, with maximum 3-year drawdown at −23.93%.
| Period | XLB | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.21% | −0.36% | +0.15% |
| 1 Week | +0.54% | +2.59% | −2.06% |
| 1 Month | −0.97% | −0.18% | −0.79% |
| 3 Months | −0.02% | −2.37% | +2.35% |
| 6 Months | +1.08% | +0.83% | +0.26% |
| YTD | +15.17% | +10.62% | +4.55% |
| 12 Months | +19.30% | +12.25% | +7.05% |
| 3 Years | +35.24% | +71.37% | −36.13% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jan 2026 | +8.64% |
| #2 | Feb 2026 | +8.40% |
| #3 | Nov 2023 | +8.36% |
| #4 | Oct 2026 | +8.30% |
| #5 | Feb 2024 | +6.52% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −11.23% |
| #2 | Sep 2026 | −7.57% |
| #3 | Mar 2026 | −6.44% |
| #4 | Sep 2023 | −5.21% |
| #5 | Apr 2024 | −4.59% |
| Quarter | Return |
|---|---|
| Q3 2025 | +2.07% |
| Q4 2025 | +1.21% |
| Q1 2026 | +10.19% |
| Q2 2026 | +1.72% |
| Q3 2026 | −4.19% |
| Q4 2026 (QTD) | +7.25% |
| Year | Return |
|---|---|
| 2023 | +10.12% |
| 2024 | −1.64% |
| 2025 | +7.80% |
| 2026 | +15.17% |
| Metric | Value |
|---|---|
| 52-Week High | $54.63 (2026-11-05) |
| 52-Week Low | $42.22 (2025-11-20) |
| Current Price | $52.23 |
| 200-Day Moving Average | $51.24 |
| Price vs 200DMA | +1.94% |
| 3-Year Maximum Drawdown | −23.93% (2025-04-08) |
| Current Drawdown from 52W High | −4.39% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 78.9 |
| 3-Year Excess Return vs S&P 500 | −36.13% |
| RS Peak | 103.5 (Dec 2023) |
| RS Trough | 71 (Nov 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was XLB's return for this report period?
XLB returned −0.97% in the latest monthly window ending 2026-11-13.
Has XLB outperformed SPY year to date?
YTD XLB: +15.17% vs SPY: +10.62%.
What is XLB's 12-month return?
+19.30% over the trailing 12 months.
Is XLB above or below its 200-day moving average?
Price is +1.94% versus 200DMA ($51.24).
What is the maximum drawdown in the 3-year window?
−23.93% on 2025-04-08.