XLY monthly performance report
View XLY's monthly returns, drawdown, and seasonality trends — updated every month.
XLY monthly report
—
Key takeaways
- XLY (XLY) closed September 2026 at $111.03, down 4.77% for the month and −7.66% over the trailing 12 months.
- Year-to-date, XLY is −7.02%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading −4.98% versus its 200-day moving average ($116.85), a cautious technical signal.
- Over the past three years, XLY has underperformed the S&P 500 by −40.78%, with a relative strength index reading of 76.2.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
XLY ended September 2026 at $111.03, posting a monthly return of −4.77%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −4.07%.
The current quarter stands at −5.33% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −4.98% versus the 200-day moving average ($116.85).
Year-to-date, XLY is −7.02% against SPY +11.70%, a gap of −18.72%. The stock is currently −11.18% below its 52-week high, with maximum 3-year drawdown at −26.35%.
| Period | XLY | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.32% | −0.12% | −0.20% |
| 1 Week | −1.71% | −0.34% | −1.37% |
| 1 Month | −4.77% | −0.70% | −4.07% |
| 3 Months | −6.27% | +2.80% | −9.07% |
| 6 Months | +0.15% | +13.85% | −13.70% |
| YTD | −7.02% | +11.70% | −18.72% |
| 12 Months | −7.66% | +15.01% | −22.67% |
| 3 Years | +30.92% | +71.69% | −40.78% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2024 | +12.91% |
| #2 | Nov 2023 | +10.97% |
| #3 | Apr 2026 | +8.60% |
| #4 | May 2025 | +8.38% |
| #5 | Feb 2024 | +7.90% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2025 | −8.57% |
| #2 | Feb 2025 | −6.98% |
| #3 | Mar 2026 | −6.74% |
| #4 | Sep 2023 | −5.71% |
| #5 | Oct 2023 | −5.52% |
| Quarter | Return |
|---|---|
| Q2 2025 | +10.07% |
| Q3 2025 | +10.26% |
| Q4 2025 | −0.34% |
| Q1 2026 | −8.73% |
| Q2 2026 | +7.62% |
| Q3 2026 (QTD) | −5.33% |
| Year | Return |
|---|---|
| 2023 | +38.43% |
| 2024 | +25.48% |
| 2025 | +6.44% |
| 2026 | −7.02% |
| Metric | Value |
|---|---|
| 52-Week High | $125.01 (2026-01-12) |
| 52-Week Low | $105.19 (2026-03-30) |
| Current Price | $111.03 |
| 200-Day Moving Average | $116.85 |
| Price vs 200DMA | −4.98% |
| 3-Year Maximum Drawdown | −26.35% (2025-04-08) |
| Current Drawdown from 52W High | −11.18% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 76.2 |
| 3-Year Excess Return vs S&P 500 | −40.78% |
| RS Peak | 103.6 (Dec 2024) |
| RS Trough | 76.2 (Sep 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was XLY's return for this report period?
XLY returned −4.77% in the latest monthly window ending 2026-09-18.
Has XLY outperformed SPY year to date?
YTD XLY: −7.02% vs SPY: +11.70%.
What is XLY's 12-month return?
−7.66% over the trailing 12 months.
Is XLY above or below its 200-day moving average?
Price is −4.98% versus 200DMA ($116.85).
What is the maximum drawdown in the 3-year window?
−26.35% on 2025-04-08.