XLP monthly performance report
View XLP's monthly returns, drawdown, and seasonality trends — updated every month.
XLP monthly report
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Key takeaways
- XLP (XLP) closed September 2026 at $82.80, down 2.57% for the month and +4.10% over the trailing 12 months.
- Year-to-date, XLP is +6.59%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading −0.80% versus its 200-day moving average ($83.47), a cautious technical signal.
- Over the past three years, XLP has underperformed the S&P 500 by −55.96%, with a relative strength index reading of 67.4.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
XLP ended September 2026 at $82.80, posting a monthly return of −2.57%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −1.87%.
The current quarter stands at −0.33% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −0.80% versus the 200-day moving average ($83.47).
Year-to-date, XLP is +6.59% against SPY +11.70%, a gap of −5.11%. The stock is currently −8.14% below its 52-week high, with maximum 3-year drawdown at −10.28%.
| Period | XLP | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.83% | −0.12% | −0.71% |
| 1 Week | −0.70% | −0.34% | −0.36% |
| 1 Month | −2.57% | −0.70% | −1.87% |
| 3 Months | −3.26% | +2.80% | −6.06% |
| 6 Months | −2.29% | +13.85% | −16.14% |
| YTD | +6.59% | +11.70% | −5.11% |
| 12 Months | +4.10% | +15.01% | −10.92% |
| 3 Years | +15.74% | +71.69% | −55.96% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2026 | +7.78% |
| #2 | Jan 2026 | +7.51% |
| #3 | Aug 2024 | +5.99% |
| #4 | Feb 2025 | +5.19% |
| #5 | Nov 2023 | +4.13% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2026 | −8.92% |
| #2 | Dec 2024 | −5.54% |
| #3 | Sep 2023 | −5.43% |
| #4 | Aug 2023 | −3.95% |
| #5 | Oct 2024 | −3.47% |
| Quarter | Return |
|---|---|
| Q2 2025 | −0.86% |
| Q3 2025 | −3.21% |
| Q4 2025 | −0.88% |
| Q1 2026 | +5.54% |
| Q2 2026 | +1.33% |
| Q3 2026 (QTD) | −0.33% |
| Year | Return |
|---|---|
| 2023 | −3.38% |
| 2024 | +9.14% |
| 2025 | −1.18% |
| 2026 | +6.59% |
| Metric | Value |
|---|---|
| 52-Week High | $90.14 (2026-02-17) |
| 52-Week Low | $75.16 (2025-11-06) |
| Current Price | $82.80 |
| 200-Day Moving Average | $83.47 |
| Price vs 200DMA | −0.80% |
| 3-Year Maximum Drawdown | −10.28% (2025-11-06) |
| Current Drawdown from 52W High | −8.14% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 67.4 |
| 3-Year Excess Return vs S&P 500 | −55.96% |
| RS Peak | 101.5 (Oct 2023) |
| RS Trough | 66.8 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was XLP's return for this report period?
XLP returned −2.57% in the latest monthly window ending 2026-09-18.
Has XLP outperformed SPY year to date?
YTD XLP: +6.59% vs SPY: +11.70%.
What is XLP's 12-month return?
+4.10% over the trailing 12 months.
Is XLP above or below its 200-day moving average?
Price is −0.80% versus 200DMA ($83.47).
What is the maximum drawdown in the 3-year window?
−10.28% on 2025-11-06.