All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

XLV: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

XLV real return snapshot: after CPI-U inflation, XLV returned +24.59% over the past year and +9.22% YTD, with dividends reinvested. Since Dec. 22, 1998, XLV is up +408.24% in real purchasing-power return, or +6.05%/yr, and is currently −1.51% below its real total-return high on Aug. 19, 2026.

Data ending Thu Sep. 3, 2026

Growth of $10,000

Tue 1998-12-22💬 to Thu 2026-09-03 Overall
Return
Exponential
Trendline
XLV
×
+408.24%
+6.05%/yr
+6.99%/yr
R2=0.859
Health Care Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000 Summary

Tue 1998-12-22💬 to Thu 2026-09-03 Start
Value
End
Value
XLV
×
$10,000.00
1998-12-22
$50,824.03
2026-09-03

This Year’s Performance

through 2026-09-03

  YTD YoY
XLV
×
+9.22% +24.59%

Drawdowns

  Current
Drawdown
Worst
Drawdown
XLV
×
−1.51%
on 2026-09-03
from 2026-08-19 peak
−41.69%
on 2009-03-09
from 2000-01-10 peak

Rolling Returns

Period ending Thu 2026-09-03 1 yr 2 yr 3 yr 5 yr 10 yr
XLV
×
+24.59% +7.42%
+3.64%/yr
+25.05%
+7.74%/yr
+12.17%
+2.32%/yr
+102.77%
+7.32%/yr

Annual Returns

Year XLV
2026 (YTD) +9.22%
2025 +11.52%
2024 −0.40%
2023 −1.24%
2022 −8.04%
2021 +17.75%
2020 +11.77%
2019 +17.76%
2018 +4.29%
2017 +19.25%
2016 −4.73%
2015 +6.05%
2014 +24.20%
2013 +39.31%
2012 +15.37%
2011 +9.16%
2010 +1.78%
2009 +16.35%
2008 −23.38%
2007 +2.95%
2006 +4.42%
2005 +2.89%
2004 −1.92%
2003 +12.81%
2002 −3.04%
2001 −2.34%
2000 −14.50%
1999 +16.38%
1998 +3.89%