XLV monthly performance report
View XLV's monthly returns, drawdown, and seasonality trends — updated every month.
XLV monthly report
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Key takeaways
- XLV (XLV) closed September 2026 at $168.39, down 1.26% for the month and +22.49% over the trailing 12 months.
- Year-to-date, XLV is +8.78%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +7.97% versus its 200-day moving average ($155.97), a bullish technical signal.
- Over the past three years, XLV has underperformed the S&P 500 by −43.59%, with a relative strength index reading of 74.6.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
XLV ended September 2026 at $168.39, posting a monthly return of −1.26%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −0.56%.
The current quarter stands at +6.13% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +7.97% versus the 200-day moving average ($155.97).
Year-to-date, XLV is +8.78% against SPY +11.70%, a gap of −2.92%. The stock is currently −4.65% below its 52-week high, with maximum 3-year drawdown at −18.11%.
| Period | XLV | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.25% | −0.12% | −0.13% |
| 1 Week | +1.83% | −0.34% | +2.17% |
| 1 Month | −1.26% | −0.70% | −0.56% |
| 3 Months | +12.71% | +2.80% | +9.91% |
| 6 Months | +12.53% | +13.85% | −1.32% |
| YTD | +8.78% | +11.70% | −2.92% |
| 12 Months | +22.49% | +15.01% | +7.48% |
| 3 Years | +28.10% | +71.69% | −43.59% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2025 | +9.29% |
| #2 | Jan 2025 | +6.76% |
| #3 | Jun 2026 | +6.15% |
| #4 | Nov 2023 | +5.44% |
| #5 | Aug 2025 | +5.37% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2026 | −8.48% |
| #2 | Dec 2024 | −6.68% |
| #3 | May 2025 | −5.57% |
| #4 | Apr 2024 | −5.01% |
| #5 | Oct 2024 | −4.64% |
| Quarter | Return |
|---|---|
| Q2 2025 | −7.68% |
| Q3 2025 | +3.25% |
| Q4 2025 | +11.23% |
| Q1 2026 | −5.29% |
| Q2 2026 | +8.22% |
| Q3 2026 (QTD) | +6.13% |
| Year | Return |
|---|---|
| 2023 | +0.39% |
| 2024 | +0.87% |
| 2025 | +12.52% |
| 2026 | +8.78% |
| Metric | Value |
|---|---|
| 52-Week High | $176.60 (2026-08-19) |
| 52-Week Low | $133.73 (2025-09-25) |
| Current Price | $168.39 |
| 200-Day Moving Average | $155.97 |
| Price vs 200DMA | +7.97% |
| 3-Year Maximum Drawdown | −18.11% (2025-05-14) |
| Current Drawdown from 52W High | −4.65% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 74.6 |
| 3-Year Excess Return vs S&P 500 | −43.59% |
| RS Peak | 102.8 (Sep 2023) |
| RS Trough | 65 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was XLV's return for this report period?
XLV returned −1.26% in the latest monthly window ending 2026-09-18.
Has XLV outperformed SPY year to date?
YTD XLV: +8.78% vs SPY: +11.70%.
What is XLV's 12-month return?
+22.49% over the trailing 12 months.
Is XLV above or below its 200-day moving average?
Price is +7.97% versus 200DMA ($155.97).
What is the maximum drawdown in the 3-year window?
−18.11% on 2025-05-14.