XLK monthly performance report
Monthly XLK research: returns, drawdown, relative strength, seasonality, and key stats.
XLK monthly report
—
Key takeaways
- XLK (XLK) closed August 2026 at $185.91, up 6.02% for the month and +42.94% over the trailing 12 months.
- Year-to-date, XLK is +29.13%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +19.61% versus its 200-day moving average ($155.44), a bullish technical signal.
- Over the past three years, XLK has outperformed the S&P 500 by +44.95%, with a relative strength index reading of 126.8.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 15 negative months.
XLK ended August 2026 at $185.91, posting a monthly return of +6.02%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +2.98%.
The current quarter stands at −4.40% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +19.61% versus the 200-day moving average ($155.44).
Year-to-date, XLK is +29.13% against SPY +12.89%, a gap of +16.25%. The stock is currently −6.45% below its 52-week high, with maximum 3-year drawdown at −25.79%.
| Period | XLK | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.53% | −0.20% | −0.33% |
| 1 Week | +8.66% | +3.90% | +4.76% |
| 1 Month | +6.02% | +3.05% | +2.98% |
| 3 Months | +16.56% | +7.11% | +9.44% |
| 6 Months | +27.98% | +10.70% | +17.29% |
| YTD | +29.13% | +12.89% | +16.25% |
| 12 Months | +42.94% | +22.58% | +20.36% |
| 3 Years | +117.24% | +72.29% | +44.95% |
| Rank | Month | Return |
|---|---|---|
| #1 | May 2026 | +19.10% |
| #2 | Apr 2026 | +18.92% |
| #3 | Nov 2023 | +12.70% |
| #4 | Jun 2025 | +9.95% |
| #5 | Sep 2025 | +9.33% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2025 | −8.92% |
| #2 | Sep 2023 | −7.26% |
| #3 | Jul 2026 | −6.14% |
| #4 | Apr 2024 | −5.96% |
| #5 | Nov 2025 | −5.71% |
| Quarter | Return |
|---|---|
| Q2 2025 | +20.82% |
| Q3 2025 | +14.93% |
| Q4 2025 | +2.71% |
| Q1 2026 | −7.36% |
| Q2 2026 | +40.31% |
| Q3 2026 (QTD) | −4.40% |
| Year | Return |
|---|---|
| 2023 | +54.25% |
| 2024 | +22.72% |
| 2025 | +27.82% |
| 2026 | +24.26% |
| Metric | Value |
|---|---|
| 52-Week High | $198.73 (2026-06-03) |
| 52-Week Low | $126.68 (2026-03-30) |
| Current Price | $185.91 |
| 200-Day Moving Average | $155.44 |
| Price vs 200DMA | +19.61% |
| 3-Year Maximum Drawdown | −25.79% (2025-04-08) |
| Current Drawdown from 52W High | −6.45% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 126.8 |
| 3-Year Excess Return vs S&P 500 | +44.95% |
| RS Peak | 137 (Jun 2026) |
| RS Trough | 94.8 (Apr 2025) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was XLK's return for this report period?
XLK returned +6.02% in the latest monthly window ending 2026-08-05.
Has XLK outperformed SPY year to date?
YTD XLK: +29.13% vs SPY: +12.89%.
What is XLK's 12-month return?
+42.94% over the trailing 12 months.
Is XLK above or below its 200-day moving average?
Price is +19.61% versus 200DMA ($155.44).
What is the maximum drawdown in the 3-year window?
−25.79% on 2025-04-08.