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 September 2026 at $169.01, down 3.49% for the month and +11.82% over the trailing 12 months.
- Year-to-date, XLI is +8.95%, underperforming the S&P 500 which has returned +11.83% YTD.
- The stock is trading −1.21% versus its 200-day moving average ($171.09), a cautious technical signal.
- Over the past three years, XLI has underperformed the S&P 500 by −11.04%, with a relative strength index reading of 93.9.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 16 negative months.
XLI ended September 2026 at $169.01, posting a monthly return of −3.49%. The S&P 500 returned −0.58% over the same window, leaving relative performance at −2.91%.
The current quarter stands at −8.76% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −1.21% versus the 200-day moving average ($171.09).
Year-to-date, XLI is +8.95% against SPY +11.83%, a gap of −2.88%. The stock is currently −10.19% below its 52-week high, with maximum 3-year drawdown at −19.15%.
| Period | XLI | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.18% | +1.13% | −0.96% |
| 1 Week | −0.90% | +0.63% | −1.53% |
| 1 Month | −3.49% | −0.58% | −2.91% |
| 3 Months | −5.41% | +1.64% | −7.05% |
| 6 Months | +2.28% | +15.15% | −12.86% |
| YTD | +8.95% | +11.83% | −2.88% |
| 12 Months | +11.82% | +15.69% | −3.87% |
| 3 Years | +60.96% | +72.00% | −11.04% |
| 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 | Mar 2025 | −3.86% |
| #5 | Apr 2024 | −3.52% |
| Quarter | Return |
|---|---|
| Q2 2025 | +12.55% |
| Q3 2025 | +4.55% |
| Q4 2025 | +0.58% |
| Q1 2026 | +4.26% |
| Q2 2026 | +14.53% |
| Q3 2026 (QTD) | −8.76% |
| Year | Return |
|---|---|
| 2023 | +16.07% |
| 2024 | +15.59% |
| 2025 | +17.73% |
| 2026 | +8.95% |
| Metric | Value |
|---|---|
| 52-Week High | $188.19 (2026-08-05) |
| 52-Week Low | $147.14 (2025-11-21) |
| Current Price | $169.01 |
| 200-Day Moving Average | $171.09 |
| Price vs 200DMA | −1.21% |
| 3-Year Maximum Drawdown | −19.15% (2025-04-08) |
| Current Drawdown from 52W High | −10.19% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 93.9 |
| 3-Year Excess Return vs S&P 500 | −11.04% |
| RS Peak | 110.4 (Mar 2026) |
| RS Trough | 92 (Jul 2024) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was XLI's return for this report period?
XLI returned −3.49% in the latest monthly window ending 2026-09-17.
Has XLI outperformed SPY year to date?
YTD XLI: +8.95% vs SPY: +11.83%.
What is XLI's 12-month return?
+11.82% over the trailing 12 months.
Is XLI above or below its 200-day moving average?
Price is −1.21% versus 200DMA ($171.09).
What is the maximum drawdown in the 3-year window?
−19.15% on 2025-04-08.