XLC monthly performance report
Check XLC's monthly returns, drawdown, and seasonality trends — updated every month.
XLC monthly report
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Key takeaways
- XLC (XLC) closed September 2026 at $110.81, down 0.58% for the month and −6.82% over the trailing 12 months.
- Year-to-date, XLC is −5.87%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading −2.82% versus its 200-day moving average ($114.03), a cautious technical signal.
- Over the past three years, XLC has underperformed the S&P 500 by −7.26%, with a relative strength index reading of 95.8.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
XLC ended September 2026 at $110.81, posting a monthly return of −0.58%. The S&P 500 returned −0.70% over the same window, leaving relative performance at +0.12%.
The current quarter stands at +3.44% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −2.82% versus the 200-day moving average ($114.03).
Year-to-date, XLC is −5.87% against SPY +11.70%, a gap of −17.57%. The stock is currently −7.97% below its 52-week high, with maximum 3-year drawdown at −18.21%.
| Period | XLC | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.37% | −0.12% | −1.25% |
| 1 Week | −1.59% | −0.34% | −1.25% |
| 1 Month | −0.58% | −0.70% | +0.12% |
| 3 Months | −1.34% | +2.80% | −4.14% |
| 6 Months | −3.18% | +13.85% | −17.03% |
| YTD | −5.87% | +11.70% | −17.57% |
| 12 Months | −6.82% | +15.01% | −21.83% |
| 3 Years | +64.43% | +71.69% | −7.26% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +7.80% |
| #2 | Jun 2025 | +7.03% |
| #3 | May 2024 | +6.94% |
| #4 | Nov 2024 | +6.91% |
| #5 | Sep 2025 | +6.27% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jun 2026 | −7.40% |
| #2 | Mar 2026 | −6.09% |
| #3 | Mar 2025 | −5.44% |
| #4 | Apr 2024 | −4.65% |
| #5 | Sep 2023 | −3.19% |
| Quarter | Return |
|---|---|
| Q2 2025 | +12.52% |
| Q3 2025 | +9.07% |
| Q4 2025 | −0.55% |
| Q1 2026 | −5.83% |
| Q2 2026 | −3.36% |
| Q3 2026 (QTD) | +3.44% |
| Year | Return |
|---|---|
| 2023 | +51.41% |
| 2024 | +33.24% |
| 2025 | +21.60% |
| 2026 | −5.87% |
| Metric | Value |
|---|---|
| 52-Week High | $120.40 (2026-02-02) |
| 52-Week Low | $105.03 (2026-06-25) |
| Current Price | $110.81 |
| 200-Day Moving Average | $114.03 |
| Price vs 200DMA | −2.82% |
| 3-Year Maximum Drawdown | −18.21% (2025-04-08) |
| Current Drawdown from 52W High | −7.97% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 95.8 |
| 3-Year Excess Return vs S&P 500 | −7.26% |
| RS Peak | 118.7 (Sep 2025) |
| RS Trough | 94 (Jul 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was XLC's return for this report period?
XLC returned −0.58% in the latest monthly window ending 2026-09-18.
Has XLC outperformed SPY year to date?
YTD XLC: −5.87% vs SPY: +11.70%.
What is XLC's 12-month return?
−6.82% over the trailing 12 months.
Is XLC above or below its 200-day moving average?
Price is −2.82% versus 200DMA ($114.03).
What is the maximum drawdown in the 3-year window?
−18.21% on 2025-04-08.