XLRE monthly performance report
Check XLRE's monthly returns, drawdown, and seasonality trends — updated every month.
XLRE monthly report
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Key takeaways
- XLRE (XLRE) closed September 2026 at $42.53, down 3.58% for the month and +1.12% over the trailing 12 months.
- Year-to-date, XLRE is +5.40%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading −1.33% versus its 200-day moving average ($43.10), a cautious technical signal.
- Over the past three years, XLRE has underperformed the S&P 500 by −54.14%, with a relative strength index reading of 68.5.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
XLRE ended September 2026 at $42.53, posting a monthly return of −3.58%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −2.88%.
The current quarter stands at −3.41% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −1.33% versus the 200-day moving average ($43.10).
Year-to-date, XLRE is +5.40% against SPY +11.70%, a gap of −6.30%. The stock is currently −8.46% below its 52-week high, with maximum 3-year drawdown at −18.25%.
| Period | XLRE | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.95% | −0.12% | −0.84% |
| 1 Week | −2.05% | −0.34% | −1.71% |
| 1 Month | −3.58% | −0.70% | −2.88% |
| 3 Months | −5.70% | +2.80% | −8.50% |
| 6 Months | +0.66% | +13.85% | −13.19% |
| YTD | +5.40% | +11.70% | −6.30% |
| 12 Months | +1.12% | +15.01% | −13.90% |
| 3 Years | +17.55% | +71.69% | −54.14% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +12.48% |
| #2 | Apr 2026 | +8.74% |
| #3 | Dec 2023 | +7.60% |
| #4 | Jul 2024 | +7.24% |
| #5 | Feb 2026 | +5.82% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −9.62% |
| #2 | Apr 2024 | −8.45% |
| #3 | Sep 2023 | −7.97% |
| #4 | Mar 2026 | −6.87% |
| #5 | Jan 2024 | −4.82% |
| Quarter | Return |
|---|---|
| Q2 2025 | −1.03% |
| Q3 2025 | +1.71% |
| Q4 2025 | −4.23% |
| Q1 2026 | +1.19% |
| Q2 2026 | +7.84% |
| Q3 2026 (QTD) | −3.41% |
| Year | Return |
|---|---|
| 2023 | +8.48% |
| 2024 | +1.52% |
| 2025 | −0.79% |
| 2026 | +5.40% |
| Metric | Value |
|---|---|
| 52-Week High | $46.46 (2026-07-28) |
| 52-Week Low | $39.72 (2025-12-22) |
| Current Price | $42.53 |
| 200-Day Moving Average | $43.10 |
| Price vs 200DMA | −1.33% |
| 3-Year Maximum Drawdown | −18.25% (2025-04-08) |
| Current Drawdown from 52W High | −8.46% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 68.5 |
| 3-Year Excess Return vs S&P 500 | −54.14% |
| RS Peak | 105.2 (Dec 2023) |
| RS Trough | 68.5 (Sep 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was XLRE's return for this report period?
XLRE returned −3.58% in the latest monthly window ending 2026-09-18.
Has XLRE outperformed SPY year to date?
YTD XLRE: +5.40% vs SPY: +11.70%.
What is XLRE's 12-month return?
+1.12% over the trailing 12 months.
Is XLRE above or below its 200-day moving average?
Price is −1.33% versus 200DMA ($43.10).
What is the maximum drawdown in the 3-year window?
−18.25% on 2025-04-08.