XLY monthly performance report
View XLY's monthly returns, drawdown, and seasonality trends — updated every month.
XLY monthly report
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Key takeaways
- XLY (XLY) closed November 2026 at $119.98, up 3.99% for the month and +3.43% over the trailing 12 months.
- Year-to-date, XLY is +0.48%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +3.91% versus its 200-day moving average ($115.47), a bullish technical signal.
- Over the past three years, XLY has underperformed the S&P 500 by −23.32%, with a relative strength index reading of 86.4.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
XLY ended November 2026 at $119.98, posting a monthly return of +3.99%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +4.17%.
The current quarter stands at +10.24% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +3.91% versus the 200-day moving average ($115.47).
Year-to-date, XLY is +0.48% against SPY +10.62%, a gap of −10.15%. The stock is currently −4.02% below its 52-week high, with maximum 3-year drawdown at −26.35%.
| Period | XLY | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.40% | −0.36% | −0.04% |
| 1 Week | +2.04% | +2.59% | −0.55% |
| 1 Month | +3.99% | −0.18% | +4.17% |
| 3 Months | +1.51% | −2.37% | +3.87% |
| 6 Months | +1.06% | +0.83% | +0.23% |
| YTD | +0.48% | +10.62% | −10.15% |
| 12 Months | +3.43% | +12.25% | −8.82% |
| 3 Years | +48.05% | +71.37% | −23.32% |
| 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 2026 | −6.65% |
| #5 | Sep 2023 | −5.71% |
| Quarter | Return |
|---|---|
| Q3 2025 | +10.26% |
| Q4 2025 | −0.34% |
| Q1 2026 | −8.73% |
| Q2 2026 | +7.62% |
| Q3 2026 | −7.20% |
| Q4 2026 (QTD) | +10.24% |
| Year | Return |
|---|---|
| 2023 | +38.43% |
| 2024 | +25.48% |
| 2025 | +6.44% |
| 2026 | +0.48% |
| Metric | Value |
|---|---|
| 52-Week High | $125.01 (2026-01-12) |
| 52-Week Low | $105.19 (2026-03-30) |
| Current Price | $119.98 |
| 200-Day Moving Average | $115.47 |
| Price vs 200DMA | +3.91% |
| 3-Year Maximum Drawdown | −26.35% (2025-04-08) |
| Current Drawdown from 52W High | −4.02% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 86.4 |
| 3-Year Excess Return vs S&P 500 | −23.32% |
| RS Peak | 107.6 (Dec 2024) |
| RS Trough | 77.3 (Sep 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was XLY's return for this report period?
XLY returned +3.99% in the latest monthly window ending 2026-11-13.
Has XLY outperformed SPY year to date?
YTD XLY: +0.48% vs SPY: +10.62%.
What is XLY's 12-month return?
+3.43% over the trailing 12 months.
Is XLY above or below its 200-day moving average?
Price is +3.91% versus 200DMA ($115.47).
What is the maximum drawdown in the 3-year window?
−26.35% on 2025-04-08.