XLYConsumer Discretionary

Amazon, Tesla, McDonald's. Booms in good times, struggles when consumers tighten spending.

$10,000 invested in 1999$119,011by 2024

CAGR

+10.0%

26-year annualized

Total Return

1090%

$10k → $119,011

Max Drawdown

-37.0%

worst peak-to-trough

Best Year

+44%

2013

Growth of $10,000

19992024
$63k$123k199920042009201420192024

Annual returns — XLY (19992024)

1999+19%
2000-16%
2001-4%
2002-18%
2003+28%
2004+13%
2005+1%
2006+17%
2007+1%
2008-34%
2009+42%
2010+28%
2011+7%
2012+24%
2013+44%
2014+10%
2015+10%
2016+6%
2017+23%
2018-1%
2019+28%
2020+33%
2021+24%
2022-37%
2023+41%
2024+31%

Year-by-year performance

YearReturnPortfolio Value
2024+30.60%$119,011
2023+41.10%$91,127
2022-37.00%$64,583
2021+24.10%$102,513
2020+33.00%$82,605
2019+27.90%$62,109
2018-0.50%$48,561
2017+22.90%$48,805
2016+6.00%$39,711
2015+10.10%$37,463
2014+9.70%$34,026
2013+43.60%$31,018
2012+23.80%$21,600
2011+6.80%$17,448
2010+27.70%$16,337
2009+41.60%$12,793
2008-33.50%$9,035
2007+1.20%$13,586
2006+17.30%$13,425
2005+1.00%$11,445
2004+12.50%$11,331
2003+28.40%$10,072
2002-18.30%$7,845
2001-4.40%$9,602
2000-15.60%$10,044
1999+19.00%$11,900

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

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