XLKTechnology

Apple, Microsoft, NVIDIA and the biggest US tech names. Highest long-run returns, high volatility.

$10,000 invested in 1999$104,919by 2024

CAGR

+9.5%

26-year annualized

Total Return

949%

$10k → $104,919

Max Drawdown

-74.3%

worst peak-to-trough

Best Year

+62%

2009

Growth of $10,000

19992024
$55k$109k199920042009201420192024

Annual returns — XLK (19992024)

1999+61%
2000-40%
2001-31%
2002-38%
2003+50%
2004+4%
2005+2%
2006+12%
2007+16%
2008-42%
2009+62%
2010+11%
2011+3%
2012+14%
2013+28%
2014+20%
2015+4%
2016+14%
2017+39%
2018-2%
2019+50%
2020+44%
2021+35%
2022-28%
2023+58%
2024+24%

Year-by-year performance

YearReturnPortfolio Value
2024+24.00%$104,919
2023+57.80%$84,612
2022-28.20%$53,620
2021+34.50%$74,680
2020+43.90%$55,524
2019+50.30%$38,585
2018-1.60%$25,672
2017+38.80%$26,090
2016+13.90%$18,796
2015+4.30%$16,503
2014+19.80%$15,822
2013+27.70%$13,207
2012+14.00%$10,342
2011+2.70%$9,072
2010+11.10%$8,834
2009+61.70%$7,951
2008-42.30%$4,917
2007+16.40%$8,522
2006+12.20%$7,321
2005+1.60%$6,525
2004+3.70%$6,423
2003+49.60%$6,193
2002-37.50%$4,140
2001-31.20%$6,624
2000-40.20%$9,628
1999+61.00%$16,100

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

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