XLBMaterials

Chemicals, metals, mining, and packaging. Cyclical — tracks global growth and commodity prices.

$10,000 invested in 1999$59,591by 2024

CAGR

+7.1%

26-year annualized

Total Return

496%

$10k → $59,591

Max Drawdown

-44.9%

worst peak-to-trough

Best Year

+48%

2009

Growth of $10,000

19992024
$34k$62k199920042009201420192024

Annual returns — XLB (19992024)

1999+19%
2000-15%
2001-9%
2002-7%
2003+23%
2004+13%
2005+11%
2006+22%
2007+23%
2008-45%
2009+48%
2010+21%
2011-10%
2012+15%
2013+26%
2014+7%
2015-8%
2016+17%
2017+22%
2018-15%
2019+25%
2020+21%
2021+27%
2022-14%
2023+12%
2024+7%

Year-by-year performance

YearReturnPortfolio Value
2024+6.50%$59,591
2023+11.90%$55,954
2022-13.80%$50,004
2021+27.30%$58,009
2020+20.60%$45,569
2019+24.50%$37,785
2018-14.70%$30,350
2017+22.10%$35,580
2016+17.40%$29,140
2015-8.00%$24,821
2014+6.90%$26,979
2013+25.60%$25,238
2012+15.40%$20,094
2011-9.80%$17,412
2010+20.50%$19,304
2009+47.60%$16,020
2008-44.90%$10,854
2007+22.90%$19,698
2006+22.40%$16,028
2005+11.00%$13,095
2004+13.00%$11,797
2003+22.70%$10,440
2002-7.40%$8,508
2001-9.10%$9,188
2000-15.20%$10,108
1999+19.20%$11,920

All returns are total returns (price appreciation + dividends reinvested). Expense ratio of 0.09% not deducted.

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