XLY monthly performance report
Monthly XLY research: returns, drawdown, relative strength, seasonality, and key stats.
XLY monthly report
—
Key takeaways
- XLY (XLY) closed August 2026 at $118.64, up 2.20% for the month and +8.39% over the trailing 12 months.
- Year-to-date, XLY is −0.64%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +1.32% versus its 200-day moving average ($117.09), a bullish technical signal.
- Over the past three years, XLY has underperformed the S&P 500 by −33.98%, with a relative strength index reading of 80.2.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
XLY ended August 2026 at $118.64, posting a monthly return of +2.20%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −0.85%.
The current quarter stands at −0.50% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +1.32% versus the 200-day moving average ($117.09).
Year-to-date, XLY is −0.64% against SPY +12.89%, a gap of −13.53%. The stock is currently −5.10% below its 52-week high, with maximum 3-year drawdown at −26.35%.
| Period | XLY | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.30% | −0.20% | +0.50% |
| 1 Week | +5.48% | +3.90% | +1.57% |
| 1 Month | +2.20% | +3.05% | −0.85% |
| 3 Months | +0.25% | +7.11% | −6.87% |
| 6 Months |