XLK monthly performance report
Explore XLK's monthly returns, drawdown, and seasonality trends — updated every month.
XLK monthly report
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Key takeaways
- XLK (XLK) closed September 2026 at $189.60, up 1.66% for the month and +37.33% over the trailing 12 months.
- Year-to-date, XLK is +31.69%, outperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +17.34% versus its 200-day moving average ($161.58), a bullish technical signal.
- Over the past three years, XLK has outperformed the S&P 500 by +52.21%, with a relative strength index reading of 130.4.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
XLK ended September 2026 at $189.60, posting a monthly return of +1.66%. The S&P 500 returned −0.70% over the same window, leaving relative performance at +2.36%.
The current quarter stands at −0.48% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +17.34% versus the 200-day moving average ($161.58).
Year-to-date, XLK is +31.69% against SPY +11.70%, a gap of +20.00%. The stock is currently −4.59% below its 52-week high, with maximum 3-year drawdown at −25.79%.
| Period | XLK | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.82% | −0.12% | +0.94% |
| 1 Week | +1.03% | −0.34% | +1.37% |
| 1 Month | +1.66% | −0.70% | +2.36% |
| 3 Months | +1.69% | +2.80% | −1.10% |
| 6 Months | +38.60% | +13.85% | +24.75% |
| YTD | +31.69% | +11.70% | +20.00% |
| 12 Months | +37.33% | +15.01% | +22.32% |
| 3 Years | +123.90% | +71.69% | +52.21% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2026 | +20.02% |
| #2 | May 2026 | +19.76% |
| #3 | Nov 2023 | +12.90% |
| #4 | May 2025 | +9.97% |
| #5 | Jun 2025 | +9.66% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2025 | −8.44% |
| #2 | Jul 2026 | −7.96% |
| #3 | Sep 2023 | −6.68% |
| #4 | Apr 2024 | −5.76% |
| #5 | Nov 2025 | −4.81% |
| Quarter | Return |
|---|---|
| Q2 2025 | +22.64% |
| Q3 2025 | +11.31% |
| Q4 2025 | +2.16% |
| Q1 2026 | −7.69% |
| Q2 2026 | +43.36% |
| Q3 2026 (QTD) | −0.48% |
| Year | Return |
|---|---|
| 2023 | +54.68% |
| 2024 | +20.80% |
| 2025 | +23.83% |
| 2026 | +31.69% |
| Metric | Value |
|---|---|
| 52-Week High | $198.73 (2026-06-03) |
| 52-Week Low | $126.68 (2026-03-30) |
| Current Price | $189.60 |
| 200-Day Moving Average | $161.58 |
| Price vs 200DMA | +17.34% |
| 3-Year Maximum Drawdown | −25.79% (2025-04-08) |
| Current Drawdown from 52W High | −4.59% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 130.4 |
| 3-Year Excess Return vs S&P 500 | +52.21% |
| RS Peak | 136.7 (Jun 2026) |
| RS Trough | 94.5 (Apr 2025) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was XLK's return for this report period?
XLK returned +1.66% in the latest monthly window ending 2026-09-18.
Has XLK outperformed SPY year to date?
YTD XLK: +31.69% vs SPY: +11.70%.
What is XLK's 12-month return?
+37.33% over the trailing 12 months.
Is XLK above or below its 200-day moving average?
Price is +17.34% versus 200DMA ($161.58).
What is the maximum drawdown in the 3-year window?
−25.79% on 2025-04-08.