XLV monthly performance report
Monthly XLV research: returns, drawdown, relative strength, seasonality, and key stats.
XLV monthly report
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Key takeaways
- XLV (XLV) closed August 2026 at $164.16, up 0.99% for the month and +23.89% over the trailing 12 months.
- Year-to-date, XLV is +6.05%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +7.49% versus its 200-day moving average ($152.72), a bullish technical signal.
- Over the past three years, XLV has underperformed the S&P 500 by −48.30%, with a relative strength index reading of 71.8.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
XLV ended August 2026 at $164.16, posting a monthly return of +0.99%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −2.06%.
The current quarter stands at +3.20% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +7.49% versus the 200-day moving average ($152.72).
Year-to-date, XLV is +6.05% against SPY +12.89%, a gap of −6.84%. The stock is currently −2.59% below its 52-week high, with maximum 3-year drawdown at −18.11%.
| Period | XLV | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.27% | −0.20% | +1.47% |
| 1 Week | −1.85% | +3.90% | −5.76% |
| 1 Month | +0.99% | +3.05% | −2.06% |
| 3 Months | +12.45% | +7.11% | +5.33% |
| 6 Months |