XLI monthly performance report
Monthly XLI research: returns, drawdown, relative strength, seasonality, and key stats.
XLI monthly report
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Key takeaways
- XLI (XLI) closed August 2026 at $186.35, up 3.62% for the month and +23.57% over the trailing 12 months.
- Year-to-date, XLI is +20.13%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +11.16% versus its 200-day moving average ($167.64), a bullish technical signal.
- Over the past three years, XLI has underperformed the S&P 500 by −0.12%, with a relative strength index reading of 99.6.
- Win rate over the trailing 39 months stands at 66.7% — 26 positive months versus 13 negative months.
XLI ended August 2026 at $186.35, posting a monthly return of +3.62%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +0.57%.
The current quarter stands at −2.08% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +11.16% versus the 200-day moving average ($167.64).
Year-to-date, XLI is +20.13% against SPY +12.89%, a gap of +7.25%. The stock is currently −0.98% below its 52-week high, with maximum 3-year drawdown at −19.15%.
| Period | XLI | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.03% | −0.20% | +0.17% |
| 1 Week | +2.12% | +3.90% | −1.79% |
| 1 Month | +3.62% | +3.05% | +0.57% |
| 3 Months | +6.74% | +7.11% | −0.37% |
| 6 Months |