XLI monthly performance report
Check XLI's monthly returns, drawdown, and seasonality trends — updated every month.
XLI monthly report
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Key takeaways
- XLI (XLI) closed November 2026 at $168.78, up 0.82% for the month and +11.04% over the trailing 12 months.
- Year-to-date, XLI is +8.81%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading −2.67% versus its 200-day moving average ($173.42), a cautious technical signal.
- Over the past three years, XLI has underperformed the S&P 500 by −6.93%, with a relative strength index reading of 96.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 15 negative months.
XLI ended November 2026 at $168.78, posting a monthly return of +0.82%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +1.00%.
The current quarter stands at +1.08% (Q4 2026 (QTD)), while medium-term trend remains soft: price is −2.67% versus the 200-day moving average ($173.42).
Year-to-date, XLI is +8.81% against SPY +10.62%, a gap of −1.82%. The stock is currently −10.31% below its 52-week high, with maximum 3-year drawdown at −19.15%.
| Period | XLI | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.39% | −0.36% | −0.03% |
| 1 Week | +3.76% | +2.59% | +1.16% |
| 1 Month | +0.82% | −0.18% | +1.00% |
| 3 Months | −9.41% | −2.37% | −7.05% |
| 6 Months | −3.28% | +0.83% | −4.11% |
| YTD | +8.81% | +10.62% | −1.82% |
| 12 Months | +11.04% | +12.25% | −1.21% |
| 3 Years | +64.44% | +71.37% | −6.93% |
| Rank | Month | Return |
|---|---|---|
| #1 | May 2025 | +8.84% |
| #2 | Nov 2023 | +8.83% |
| #3 | Apr 2026 | +7.95% |
| #4 | Nov 2024 | +7.59% |
| #5 | Feb 2024 | +7.18% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2026 | −8.70% |
| #2 | Dec 2024 | −8.49% |
| #3 | Sep 2023 | −6.33% |
| #4 | Sep 2026 | −4.65% |
| #5 | Mar 2025 | −3.86% |
| Quarter | Return |
|---|---|
| Q3 2025 | +4.55% |
| Q4 2025 | +0.58% |
| Q1 2026 | +4.26% |
| Q2 2026 | +14.53% |
| Q3 2026 | −9.85% |
| Q4 2026 (QTD) | +1.08% |
| Year | Return |
|---|---|
| 2023 | +16.07% |
| 2024 | +15.59% |
| 2025 | +17.73% |
| 2026 | +8.81% |
| Metric | Value |
|---|---|
| 52-Week High | $188.19 (2026-08-05) |
| 52-Week Low | $147.14 (2025-11-21) |
| Current Price | $168.78 |
| 200-Day Moving Average | $173.42 |
| Price vs 200DMA | −2.67% |
| 3-Year Maximum Drawdown | −19.15% (2025-04-08) |
| Current Drawdown from 52W High | −10.31% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 96 |
| 3-Year Excess Return vs S&P 500 | −6.93% |
| RS Peak | 111.8 (Mar 2026) |
| RS Trough | 92.6 (Oct 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was XLI's return for this report period?
XLI returned +0.82% in the latest monthly window ending 2026-11-13.
Has XLI outperformed SPY year to date?
YTD XLI: +8.81% vs SPY: +10.62%.
What is XLI's 12-month return?
+11.04% over the trailing 12 months.
Is XLI above or below its 200-day moving average?
Price is −2.67% versus 200DMA ($173.42).
What is the maximum drawdown in the 3-year window?
−19.15% on 2025-04-08.