XLRE monthly performance report
Monthly XLRE research: returns, drawdown, relative strength, seasonality, and key stats.
XLRE monthly report
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Key takeaways
- XLRE (XLRE) closed August 2026 at $45.20, up 0.29% for the month and +8.19% over the trailing 12 months.
- Year-to-date, XLRE is +12.02%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +5.87% versus its 200-day moving average ($42.69), a bullish technical signal.
- Over the past three years, XLRE has underperformed the S&P 500 by −50.35%, with a relative strength index reading of 70.5.
- Win rate over the trailing 39 months stands at 64.1% — 25 positive months versus 14 negative months.
XLRE ended August 2026 at $45.20, posting a monthly return of +0.29%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −2.76%.
The current quarter stands at +3.60% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +5.87% versus the 200-day moving average ($42.69).
Year-to-date, XLRE is +12.02% against SPY +12.89%, a gap of −0.87%. The stock is currently −2.71% below its 52-week high, with maximum 3-year drawdown at −18.25%.
| Period | XLRE | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.07% | −0.20% | +0.27% |
| 1 Week | −1.76% | +3.90% | −5.67% |
| 1 Month | +0.29% | +3.05% | −2.76% |
| 3 Months | +1.80% | +7.11% | −5.31% |
| 6 Months | +10.35% | +10.70% | −0.34% |
| YTD | +12.02% | +12.89% | −0.87% |
| 12 Months | +8.19% | +22.58% | −14.40% |
| 3 Years | +21.93% | +72.29% | −50.35% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +12.34% |
| #2 | Apr 2026 | +8.64% |
| #3 | Dec 2023 | +7.63% |
| #4 | Jul 2024 | +7.49% |
| #5 | Feb 2026 | +5.64% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −9.12% |
| #2 | Apr 2024 | −8.63% |
| #3 | Sep 2023 | −8.54% |
| #4 | Mar 2026 | −6.27% |
| #5 | Jan 2024 | −4.60% |
| Quarter | Return |
|---|---|
| Q2 2025 | −0.93% |
| Q3 2025 | +1.73% |
| Q4 2025 | −2.15% |
| Q1 2026 | +1.69% |
| Q2 2026 | +8.18% |
| Q3 2026 (QTD) | +3.60% |
| Year | Return |
|---|---|
| 2023 | +9.80% |
| 2024 | +1.29% |
| 2025 | +1.83% |
| 2026 | +13.97% |
| Metric | Value |
|---|---|
| 52-Week High | $46.46 (2026-07-28) |
| 52-Week Low | $39.72 (2025-12-22) |
| Current Price | $45.20 |
| 200-Day Moving Average | $42.69 |
| Price vs 200DMA | +5.87% |
| 3-Year Maximum Drawdown | −18.25% (2025-04-08) |
| Current Drawdown from 52W High | −2.71% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 70.5 |
| 3-Year Excess Return vs S&P 500 | −50.35% |
| RS Peak | 103 (Dec 2023) |
| RS Trough | 68.5 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was XLRE's return for this report period?
XLRE returned +0.29% in the latest monthly window ending 2026-08-05.
Has XLRE outperformed SPY year to date?
YTD XLRE: +12.02% vs SPY: +12.89%.
What is XLRE's 12-month return?
+8.19% over the trailing 12 months.
Is XLRE above or below its 200-day moving average?
Price is +5.87% versus 200DMA ($42.69).
What is the maximum drawdown in the 3-year window?
−18.25% on 2025-04-08.