XLF monthly performance report
Monthly XLF research: returns, drawdown, relative strength, seasonality, and key stats.
XLF monthly report
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Key takeaways
- XLF (XLF) closed August 2026 at $58.00, up 1.86% for the month and +12.19% over the trailing 12 months.
- Year-to-date, XLF is +5.90%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +9.67% versus its 200-day moving average ($52.89), a bullish technical signal.
- Over the past three years, XLF has underperformed the S&P 500 by −6.14%, with a relative strength index reading of 95.9.
- Win rate over the trailing 39 months stands at 64.1% — 25 positive months versus 14 negative months.
XLF ended August 2026 at $58.00, posting a monthly return of +1.86%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −1.19%.
The current quarter stands at +7.22% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +9.67% versus the 200-day moving average ($52.89).
Year-to-date, XLF is +5.90% against SPY +12.89%, a gap of −6.99%. The stock is currently −0.68% below its 52-week high, with maximum 3-year drawdown at −15.85%.
| Period | XLF | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.21% | −0.20% | +0.41% |
| 1 Week | +0.69% | +3.90% | −3.21% |
| 1 Month | +1.86% | +3.05% | −1.19% |
| 3 Months | +11.26% | +7.11% | +4.15% |
| 6 Months |