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 November 2026 at $44.37, up 2.78% for the month and +8.67% over the trailing 12 months.
- Year-to-date, XLRE is +9.96%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +2.12% versus its 200-day moving average ($43.45), a bullish technical signal.
- Over the past three years, XLRE has underperformed the S&P 500 by −41.26%, with a relative strength index reading of 75.9.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
XLRE ended November 2026 at $44.37, posting a monthly return of +2.78%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +2.96%.
The current quarter stands at +8.46% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +2.12% versus the 200-day moving average ($43.45).
Year-to-date, XLRE is +9.96% against SPY +10.62%, a gap of −0.66%. The stock is currently −4.50% below its 52-week high, with maximum 3-year drawdown at −18.25%.
| Period | XLRE | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.02% | −0.36% | +0.39% |
| 1 Week | +0.84% | +2.59% | −1.75% |
| 1 Month | +2.78% | −0.18% | +2.96% |
| 3 Months | −1.99% | −2.37% | +0.38% |
| 6 Months | +0.36% | +0.83% | −0.47% |
| YTD | +9.96% | +10.62% | −0.66% |
| 12 Months | +8.67% | +12.25% | −3.58% |
| 3 Years | +30.12% | +71.37% | −41.26% |
| 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 | Sep 2026 | −7.25% |
| #5 | Mar 2026 | −6.87% |
| Quarter | Return |
|---|---|
| Q3 2025 | +1.71% |
| Q4 2025 | −4.23% |
| Q1 2026 | +1.19% |
| Q2 2026 | +7.84% |
| Q3 2026 | −7.09% |
| Q4 2026 (QTD) | +8.46% |
| Year | Return |
|---|---|
| 2023 | +8.48% |
| 2024 | +1.52% |
| 2025 | −0.79% |
| 2026 | +9.96% |
| Metric | Value |
|---|---|
| 52-Week High | $46.46 (2026-07-28) |
| 52-Week Low | $39.72 (2025-12-22) |
| Current Price | $44.37 |
| 200-Day Moving Average | $43.45 |
| Price vs 200DMA | +2.12% |
| 3-Year Maximum Drawdown | −18.25% (2025-04-08) |
| Current Drawdown from 52W High | −4.50% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 75.9 |
| 3-Year Excess Return vs S&P 500 | −41.26% |
| RS Peak | 110.7 (Dec 2023) |
| RS Trough | 67.4 (Oct 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was XLRE's return for this report period?
XLRE returned +2.78% in the latest monthly window ending 2026-11-13.
Has XLRE outperformed SPY year to date?
YTD XLRE: +9.96% vs SPY: +10.62%.
What is XLRE's 12-month return?
+8.67% over the trailing 12 months.
Is XLRE above or below its 200-day moving average?
Price is +2.12% versus 200DMA ($43.45).
What is the maximum drawdown in the 3-year window?
−18.25% on 2025-04-08.