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 November 2026 at $188.85, up 2.15% for the month and +23.64% over the trailing 12 months.
- Year-to-date, XLV is +22.00%, outperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +17.86% versus its 200-day moving average ($160.23), a bullish technical signal.
- Over the past three years, XLV has underperformed the S&P 500 by −22.67%, with a relative strength index reading of 86.8.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
XLV ended November 2026 at $188.85, posting a monthly return of +2.15%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +2.33%.
The current quarter stands at +12.13% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +17.86% versus the 200-day moving average ($160.23).
Year-to-date, XLV is +22.00% against SPY +10.62%, a gap of +11.37%. The stock is currently −1.80% below its 52-week high, with maximum 3-year drawdown at −18.11%.
| Period | XLV | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.54% | −0.36% | +0.91% |
| 1 Week | +2.19% | +2.59% | −0.40% |
| 1 Month | +2.15% | −0.18% | +2.33% |
| 3 Months | +13.05% | −2.37% | +15.42% |
| 6 Months | +28.79% | +0.83% | +27.96% |
| YTD | +22.00% | +10.62% | +11.37% |
| 12 Months | +23.64% | +12.25% | +11.39% |
| 3 Years | +48.70% | +71.37% | −22.67% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2026 | +9.77% |
| #2 | Nov 2025 | +9.29% |
| #3 | Jan 2025 | +6.76% |
| #4 | Jun 2026 | +6.15% |
| #5 | Nov 2023 | +5.44% |
| 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 |
|---|---|
| Q3 2025 | +3.25% |
| Q4 2025 | +11.23% |
| Q1 2026 | −5.29% |
| Q2 2026 | +8.22% |
| Q3 2026 | +6.15% |
| Q4 2026 (QTD) | +12.13% |
| Year | Return |
|---|---|
| 2023 | +0.39% |
| 2024 | +0.87% |
| 2025 | +12.52% |
| 2026 | +22.00% |
| Metric | Value |
|---|---|
| 52-Week High | $192.31 (2026-11-05) |
| 52-Week Low | $141.97 (2026-04-29) |
| Current Price | $188.85 |
| 200-Day Moving Average | $160.23 |
| Price vs 200DMA | +17.86% |
| 3-Year Maximum Drawdown | −18.11% (2025-05-14) |
| Current Drawdown from 52W High | −1.80% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 86.8 |
| 3-Year Excess Return vs S&P 500 | −22.67% |
| RS Peak | 103.3 (Jan 2024) |
| RS Trough | 66.8 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was XLV's return for this report period?
XLV returned +2.15% in the latest monthly window ending 2026-11-13.
Has XLV outperformed SPY year to date?
YTD XLV: +22.00% vs SPY: +10.62%.
What is XLV's 12-month return?
+23.64% over the trailing 12 months.
Is XLV above or below its 200-day moving average?
Price is +17.86% versus 200DMA ($160.23).
What is the maximum drawdown in the 3-year window?
−18.11% on 2025-05-14.