XLF — Financials
Banks, insurers, and asset managers. Economic cycle-driven, benefits from rising rates.
$10,000 invested in 1999$46,729by 2024
CAGR
+6.1%
26-year annualized
Total Return
367%
$10k → $46,729
Max Drawdown
-63.6%
worst peak-to-trough
Best Year
+36%
2013
Growth of $10,000
1999–2024Annual returns — XLF (1999–2024)
1999+16%
2000+26%
2001-6%
2002-19%
2003+29%
2004+11%
2005+6%
2006+19%
2007-19%
2008-55%
2009+18%
2010+12%
2011-17%
2012+29%
2013+36%
2014+15%
2015-2%
2016+23%
2017+22%
2018-15%
2019+32%
2020-2%
2021+35%
2022-11%
2023+12%
2024+31%
Year-by-year performance
| Year | Return | Portfolio Value |
|---|---|---|
| 2024 | +30.90% | $46,729 |
| 2023 | +12.20% | $35,698 |
| 2022 | -10.50% | $31,816 |
| 2021 | +35.00% | $35,549 |
| 2020 | -1.70% | $26,333 |
| 2019 | +32.10% | $26,788 |
| 2018 | -14.60% | $20,279 |
| 2017 | +22.20% | $23,745 |
| 2016 | +22.80% | $19,432 |
| 2015 | -1.50% | $15,824 |
| 2014 | +15.20% | $16,065 |
| 2013 | +35.60% | $13,945 |
| 2012 | +29.00% | $10,284 |
| 2011 | -17.10% | $7,972 |
| 2010 | +12.10% | $9,617 |
| 2009 | +17.50% | $8,579 |
| 2008 | -55.30% | $7,301 |
| 2007 | -18.60% | $16,333 |
| 2006 | +19.10% | $20,065 |
| 2005 | +6.10% | $16,847 |
| 2004 | +10.70% | $15,879 |
| 2003 | +29.10% | $14,344 |
| 2002 | -19.00% | $11,111 |
| 2001 | -6.30% | $13,717 |
| 2000 | +26.20% | $14,639 |
| 1999 | +16.00% | $11,600 |
All returns are total returns (price appreciation + dividends reinvested). Expense ratio of 0.09% not deducted.
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