https://www.lazyportfolioetf.com/etf/real-estate-select-sector-spdr-xlre/ (2024)

Data Source: from January 1994 to February 2024 (~30 years)
Consolidated Returns as of 29 February 2024
Live Update: Mar 19 2024, 04:00PM Eastern Time

Category: Stocks

Real Estate Select Sector SPDR (XLRE) ETF

ETF • LIVE PERFORMANCE (USD currency)

0.00%

1 Day

Mar 19 2024, 04:00PM Eastern Time

0.19%

Current Month

March 2024

In the last 30 Years, the Real Estate Select Sector SPDR (XLRE) ETF obtained a 8.89% compound annual return, with a 19.30% standard deviation.

Table of contents

The first official book of

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How to build wealth
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Choose a goal
Employ the best metrics to evaluate it
Join the passive investing strategy

Discover new asset allocations in USD and EUR,
in addition to the lazy portfolios on the website.

The ETF is related to the following investment themes:

Asset Class: Real Estate

Size: Large Cap
Style: Blend
Region: North America

Country: U.S.
Sector: Real Estate
Industry: Broad Real Estate

Investment Returns as of Feb 29, 2024

The Real Estate Select Sector SPDR (XLRE) ETF guaranteed the following returns.

Returns are calculated in USD, assuming:

no fees or capital gain taxes.

the reinvestment of dividends.
the actual US Inflation rates.

REAL ESTATE SELECT SECTOR SPDR (XLRE) ETF

Consolidated returns as of 29 February 2024

Live Update: Mar 19 2024, 04:00PM Eastern Time

Swipe left to see all data

	Chg (%)		Return (%)	Return (%) as of Feb 29, 2024
	1 Day	*Time ET^()**	Mar 2024	1M	6M	1Y	5Y	10Y	30Y	MAX (~30Y)
Real Estate Select Sector SPDR (XLRE) ETF	n.a.		-0.19	2.57	7.63	6.03	5.75	7.19	8.89	8.89
US Inflation Adjusted return				2.12	5.95	2.78	1.49	4.26	6.19	6.21

Returns over 1 year are annualized | Available data source: since Jan 1994

(*) Eastern Time (ET - America/New York)

US Inflation is updated to Feb 2024. Current inflation (annualized) is 1Y: 3.17% , 5Y: 4.19% , 10Y: 2.82% , 30Y: 2.54%

Live update: World Markets and Indexes

In 2023, the Real Estate Select Sector SPDR (XLRE) ETF granted a 3.64% dividend yield. If you are interested in getting periodic income, please refer to the Real Estate Select Sector SPDR (XLRE) ETF: Dividend Yield page.

Capital Growth as of Feb 29, 2024

An investment of 1$, since March 1994, now would be worth 12.86$, with a total return of 1185.55% (8.89% annualized).

The Inflation Adjusted Capital now would be 6.06$, with a net total return of 506.30% (6.19% annualized).

An investment of 1$, since January 1994, now would be worth 13.07$, with a total return of 1207.15% (8.89% annualized).

The Inflation Adjusted Capital now would be 6.15$, with a net total return of 514.80% (6.21% annualized).

Readings that may interest you

Mastering ETF Investing: How to Build Wealth with Lazy Portfolios and Passive ...

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Principios

Investment Metrics as of Feb 29, 2024

Metrics of Real Estate Select Sector SPDR (XLRE) ETF, updated as of 29 February 2024.

Metrics are calculated based on monthly returns, assuming:

no fees or capital gain taxes.
the reinvestment of dividends.
the actual US Inflation rates.

REAL ESTATE SELECT SECTOR SPDR (XLRE) ETF

Advanced Metrics

Data Source: 1 January 1994 - 29 February 2024 (~30 years)

Swipe left to see all data

	Metrics as of Feb 29, 2024
	1M	3M	6M	1Y	3Y	5Y	10Y	20Y	30Y	MAX (~30Y)
Investment Return (%)	2.57	6.17	7.63	6.03	4.79	5.75	7.19	8.05	8.89	8.89
Infl. Adjusted Return (%) details	2.12	5.14	5.95	2.78	-0.83	1.49	4.26	5.33	6.19	6.21
US Inflation (%)	0.44	0.98	1.59	3.17	5.68	4.19	2.82	2.59	2.54	2.53
Returns / Inflation rates over 1 year are annualized.
DRAWDOWN Inflation Adjusted: Inflation Adjusted:				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Deepest Drawdown Depth (%)				-12.63	-32.24	-32.24	-32.24	-68.30	-68.30	-68.30
Start to Recovery (# months) details				5	26*	26*	26*	65	65	65
Start (yyyy mm)				2023 08	2022 01	2022 01	2022 01	2007 02	2007 02	2007 02
Start to Bottom (# months)				3	22	22	22	25	25	25
Bottom (yyyy mm)				2023 10	2023 10	2023 10	2023 10	2009 02	2009 02	2009 02
Bottom to End (# months)				2	4	4	4	40	40	40
End (yyyy mm)				2023 12	-	-	-	2012 06	2012 06	2012 06
Longest Drawdown Depth (%)				same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest
Start to Recovery (# months) details				same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest
Start (yyyy mm)				2023 08	2022 01	2022 01	2022 01	2007 02	2007 02	2007 02
Start to Bottom (# months)				3	22	22	22	25	25	25
Bottom (yyyy mm)				2023 10	2023 10	2023 10	2023 10	2009 02	2009 02	2009 02
Bottom to End (# months)				2	4	4	4	40	40	40
End (yyyy mm)				2023 12	-	-	-	2012 06	2012 06	2012 06
Longest negative period (# months) details				9	34*	50	50	70	92	92
Period Start (yyyy mm)				2023 03	2021 05	2019 09	2019 09	2007 02	2001 07	2001 07
Period End (yyyy mm)				2023 11	2024 02	2023 10	2023 10	2012 11	2009 02	2009 02
Annualized Return (%)				-0.17	-0.18	-0.80	-0.80	-0.09	-0.25	-0.25
Drawdowns / Negative periods marked with * are in progress
Deepest Drawdown Depth (%)				-13.46	-38.13	-38.13	-38.13	-69.68	-69.68	-69.68
Start to Recovery (# months) details				5	26*	26*	26*	75	75	75
Start (yyyy mm)				2023 08	2022 01	2022 01	2022 01	2007 02	2007 02	2007 02
Start to Bottom (# months)				3	22	22	22	25	25	25
Bottom (yyyy mm)				2023 10	2023 10	2023 10	2023 10	2009 02	2009 02	2009 02
Bottom to End (# months)				2	4	4	4	50	50	50
End (yyyy mm)				2023 12	-	-	-	2013 04	2013 04	2013 04
Longest Drawdown Depth (%)				same as deepest	same as deepest	same as deepest	-13.70	same as deepest	same as deepest	same as deepest
Start to Recovery (# months) details				same as deepest	same as deepest	same as deepest	28	same as deepest	same as deepest	same as deepest
Start (yyyy mm)				2023 08	2022 01	2022 01	2016 08	2007 02	2007 02	2007 02
Start to Bottom (# months)				3	22	22	4	25	25	25
Bottom (yyyy mm)				2023 10	2023 10	2023 10	2016 11	2009 02	2009 02	2009 02
Bottom to End (# months)				2	4	4	24	50	50	50
End (yyyy mm)				2023 12	-	-	2018 11	2013 04	2013 04	2013 04
Longest negative period (# months) details				9	36*	56	88	88	146	146
Period Start (yyyy mm)				2023 03	2021 03	2019 03	2016 07	2016 07	1997 01	1997 01
Period End (yyyy mm)				2023 11	2024 02	2023 10	2023 10	2023 10	2009 02	2009 02
Annualized Return (%)				-2.98	-0.83	-1.95	-0.27	-0.27	-0.22	-0.22
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Standard Deviation (%)				19.58	22.13	19.83	17.24	22.02	19.30	19.25
Sharpe Ratio				0.04	0.11	0.20	0.35	0.30	0.34	0.25
Sortino Ratio				0.07	0.16	0.27	0.48	0.40	0.46	0.34
Ulcer Index				5.04	18.37	14.95	11.31	18.06	15.60	15.57
Ratio: Return / Standard Deviation				0.31	0.22	0.29	0.42	0.37	0.46	0.46
Ratio: Return / Deepest Drawdown				0.48	0.15	0.18	0.22	0.12	0.13	0.13
% Positive Months details				50%	52%	58%	60%	60%	60%	60%
Positive Months				6	19	35	72	144	218	219
Negative Months				6	17	25	48	96	142	143
LONG TERM RETURNS Inflation Adjusted: Inflation Adjusted:				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Best 10 Years Return (%) - Annualized							7.19	18.80	18.80	18.80
Worst 10 Years Return (%) - Annualized							7.19	3.76	3.15	3.15
Best 10 Years Return (%) - Annualized							4.26	16.68	16.68	16.68
Worst 10 Years Return (%) - Annualized							4.26	1.90	0.54	0.54
ROLLING PERIODS Inflation Adjusted: Inflation Adjusted:				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Over the latest 30Y
Best Rolling Return (%) - Annualized				110.54	43.49	29.54	18.80	11.81	8.89
Worst Rolling Return (%) - Annualized				-58.17	-25.03	-8.74	3.15	7.80	8.89
% Positive Periods				75%	89%	95%	100%	100%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				56.98	19.84	12.78	7.93	7.69	7.30
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	0.85	5.51	6.09
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized				105.83	39.99	26.93	16.68	9.35	6.19
Worst Rolling Return (%) - Annualized				-57.99	-26.57	-11.03	0.54	5.09	6.19
% Positive Periods				69%	81%	89%	100%	100%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				56.98	19.84	12.78	7.93	7.69	7.30
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	0.85	5.51	6.09
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com
Over all the available data source (Jan 1994 - Feb 2024)
Best Rolling Return (%) - Annualized				110.54	43.49	29.54	18.80	11.81	9.03
Worst Rolling Return (%) - Annualized				-58.17	-25.03	-8.74	3.15	7.80	8.77
% Positive Periods				75%	89%	95%	100%	100%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				56.98	19.84	12.78	7.93	7.69	7.20
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	0.85	5.51	5.98
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized				105.83	39.99	26.93	16.68	9.35	6.35
Worst Rolling Return (%) - Annualized				-57.99	-26.57	-11.03	0.54	5.09	6.09
% Positive Periods				69%	81%	89%	100%	100%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				56.98	19.84	12.78	7.93	7.69	7.20
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	0.85	5.51	5.98
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com

Terms and Definitions

Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio.
Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.
Longest negative period: it's the maximum period for which an overall negative return has been observed.

Standard Deviation: it's a measure of the dispersion of returns around the mean.
Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).

Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio.
Best/Worst 10Y returns: the best and the worst 10-year return over a time frame.
Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.

Safe Withdrawal Rate (SWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, without the portfolio running out of money in any case (money amount withdrawal).
For instance: Your initial invested capital is 100.000$; withdrawal rate (annualized) is 4%. This means that, in the first month, you will withdraw 100.000 * 4% * 1/12 = 333.33$. The second month, you’ll withdraw 333.33$ plus the inflation monthly rate. You’ll continue adjusting your withdraw monthly for inflation.
Perpetual Withdrawal Rate (PWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, preserving the original invested capital, adjusted for inflation too.

The first official book of

Mastering ETF Investing

Correlations as of Feb 29, 2024

Correlation measures to what degree the returns of the two assets move in relation to each other.

Correlation coefficient is a numerical value between -1 and +1. If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.

Monthly correlations of Real Estate Select Sector SPDR (XLRE) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).

REAL ESTATE SELECT SECTOR SPDR (XLRE) ETF

Monthly correlations as of 29 February 2024

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		Correlation vs XLRE
	Asset Class	1 Year	5 Years	10 Years	30 Years	Since Jan 1994
VTI	US Total Stock Market	0.89	0.82	0.73	0.62	0.62
SPY	US Large Cap	0.87	0.82	0.73	0.60	0.60
IJR	US Small Cap	0.88	0.72	0.65	0.63	0.63
VNQ	US REITs	1.00	0.99	0.98	1.00	1.00
QQQ	US Technology	0.62	0.72	0.63	0.39	0.39
PFF	Preferred Stocks	0.75	0.81	0.74	0.52	0.52
EFA	EAFE Stocks	0.90	0.77	0.66	0.60	0.60
VT	World All Countries	0.91	0.82	0.72	0.62	0.62
EEM	Emerging Markets	0.81	0.63	0.55	0.53	0.53
VGK	Europe	0.92	0.78	0.65	0.60	0.60
VPL	Pacific	0.88	0.71	0.63	0.50	0.50
FLLA	Latin America	0.87	0.60	0.44	0.46	0.46
BND	US Total Bond Market	0.76	0.63	0.59	0.32	0.32
TLT	Long Term Treasuries	0.83	0.43	0.44	0.11	0.11
BIL	US Cash	0.35	-0.09	-0.07	-0.01	-0.01
TIP	TIPS	0.65	0.69	0.64	0.33	0.33
LQD	Invest. Grade Bonds	0.81	0.72	0.69	0.44	0.44
HYG	High Yield Bonds	0.90	0.76	0.66	0.68	0.68
CWB	US Convertible Bonds	0.84	0.67	0.62	0.60	0.60
BNDX	International Bonds	0.72	0.63	0.60	0.30	0.30
EMB	Emerg. Market Bonds	0.96	0.78	0.68	0.51	0.51
GLD	Gold	0.19	0.32	0.23	0.15	0.15
DBC	Commodities	-0.07	0.35	0.19	0.24	0.24

If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.

Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

REAL ESTATE SELECT SECTOR SPDR (XLRE) ETF

Drawdown periods

Drawdown periods - Inflation Adjusted

Data Source: 1 March 1994 - 29 February 2024 (30 Years)

Data Source: 1 January 1994 - 29 February 2024 (~30 years)

Inflation Adjusted:

Chart Table Range

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months	Ulcer Index
-68.30%	Feb 2007	Feb 2009	25	Jun 2012	40	65	30.57
-32.24%	Jan 2022	Oct 2023	22	in progress	4	26	21.46
-22.09%	Jan 1998	Nov 1999	23	Dec 2000	13	36	13.51
-20.35%	Feb 2020	Mar 2020	2	Mar 2021	12	14	8.74
-16.50%	Mar 1994	Nov 1994	9	Dec 1995	13	22	8.57
-14.56%	Apr 2004	Apr 2004	1	Aug 2004	4	5	7.63
-13.50%	May 2013	Aug 2013	4	Apr 2014	8	12	7.86
-13.08%	Feb 2015	Aug 2015	7	Jun 2016	10	17	7.13
-13.01%	Jul 2002	Oct 2002	4	May 2003	7	11	7.77
-13.01%	Aug 2016	Nov 2016	4	Nov 2017	12	16	6.17
-9.00%	Dec 2017	Feb 2018	3	Jun 2018	4	7	4.61
-8.56%	Jan 2005	Jan 2005	1	May 2005	4	5	5.19
-7.33%	Dec 2018	Dec 2018	1	Jan 2019	1	2	4.23
-7.12%	Sep 2001	Oct 2001	2	Dec 2001	2	4	3.71
-6.77%	Sep 2021	Sep 2021	1	Oct 2021	1	2	3.91

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months	Ulcer Index
-69.68%	Feb 2007	Feb 2009	25	Apr 2013	50	75	31.79
-38.13%	Jan 2022	Oct 2023	22	in progress	4	26	26.30
-25.15%	Jan 1998	Nov 1999	23	Jun 2001	19	42	14.95
-20.25%	Oct 2019	Mar 2020	6	Mar 2021	12	18	7.85
-18.23%	Mar 1994	Nov 1994	9	Jun 1996	19	28	9.53
-14.69%	Apr 2004	Apr 2004	1	Aug 2004	4	5	8.02
-14.28%	Feb 2015	Aug 2015	7	Jun 2016	10	17	8.01
-14.11%	May 2013	Aug 2013	4	May 2014	9	13	8.23
-13.78%	Jul 2002	Oct 2002	4	Jun 2003	8	12	8.46
-13.70%	Aug 2016	Nov 2016	4	Nov 2018	24	28	6.70
-8.51%	Jan 2005	Jan 2005	1	May 2005	4	5	5.48
-7.57%	Aug 2005	Oct 2005	3	Jan 2006	3	6	4.17
-7.39%	Dec 2018	Dec 2018	1	Jan 2019	1	2	4.27
-7.22%	Sep 2001	Oct 2001	2	Dec 2001	2	4	3.84
-7.15%	Sep 2021	Sep 2021	1	Dec 2021	3	4	3.46

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months	Ulcer Index
-68.30%	Feb 2007	Feb 2009	25	Jun 2012	40	65	30.57
-32.24%	Jan 2022	Oct 2023	22	in progress	4	26	21.46
-22.09%	Jan 1998	Nov 1999	23	Dec 2000	13	36	13.51
-20.35%	Feb 2020	Mar 2020	2	Mar 2021	12	14	8.74
-16.93%	Feb 1994	Nov 1994	10	Dec 1995	13	23	8.80
-14.56%	Apr 2004	Apr 2004	1	Aug 2004	4	5	7.63
-13.50%	May 2013	Aug 2013	4	Apr 2014	8	12	7.86
-13.08%	Feb 2015	Aug 2015	7	Jun 2016	10	17	7.13
-13.01%	Jul 2002	Oct 2002	4	May 2003	7	11	7.77
-13.01%	Aug 2016	Nov 2016	4	Nov 2017	12	16	6.17
-9.00%	Dec 2017	Feb 2018	3	Jun 2018	4	7	4.61
-8.56%	Jan 2005	Jan 2005	1	May 2005	4	5	5.19
-7.33%	Dec 2018	Dec 2018	1	Jan 2019	1	2	4.23
-7.12%	Sep 2001	Oct 2001	2	Dec 2001	2	4	3.71
-6.77%	Sep 2021	Sep 2021	1	Oct 2021	1	2	3.91

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months	Ulcer Index
-69.68%	Feb 2007	Feb 2009	25	Apr 2013	50	75	31.79
-38.13%	Jan 2022	Oct 2023	22	in progress	4	26	26.30
-25.15%	Jan 1998	Nov 1999	23	Jun 2001	19	42	14.95
-20.25%	Oct 2019	Mar 2020	6	Mar 2021	12	18	7.85
-18.87%	Feb 1994	Nov 1994	10	Aug 1996	21	31	9.66
-14.69%	Apr 2004	Apr 2004	1	Aug 2004	4	5	8.02
-14.28%	Feb 2015	Aug 2015	7	Jun 2016	10	17	8.01
-14.11%	May 2013	Aug 2013	4	May 2014	9	13	8.23
-13.78%	Jul 2002	Oct 2002	4	Jun 2003	8	12	8.46
-13.70%	Aug 2016	Nov 2016	4	Nov 2018	24	28	6.70
-8.51%	Jan 2005	Jan 2005	1	May 2005	4	5	5.48
-7.57%	Aug 2005	Oct 2005	3	Jan 2006	3	6	4.17
-7.39%	Dec 2018	Dec 2018	1	Jan 2019	1	2	4.27
-7.22%	Sep 2001	Oct 2001	2	Dec 2001	2	4	3.84
-7.15%	Sep 2021	Sep 2021	1	Dec 2021	3	4	3.46

Rolling Returns

( more details)

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

REAL ESTATE SELECT SECTOR SPDR (XLRE) ETF

Annualized Rolling Returns

Annualized Rolling Returns - Inflation Adjusted

Data Source: 1 March 1994 - 29 February 2024 (30 Years)

Data Source: 1 January 1994 - 29 February 2024 (~30 years)

Inflation Adjusted:

Return Chart Capital Chart Table

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Rolling Period	Worst Period			15th Percentile		50th Percentile		85th Percentile		Best Period			Latest	Negative Periods
Rolling Period	Ann. Return	From To	Growth of 1$	Ann. Return	Growth of 1$	Ann. Return	Growth of 1$	Ann. Return	Growth of 1$	Ann. Return	From To	Growth of 1$	Latest	Negative Periods
1Y	-58.17	04/2008 03/2009	0.41$	-6.41	0.93$	12.23	1.12$	30.36	1.30$	110.54	04/2009 03/2010	2.10$	6.03	24.36%
2Y	-42.93	03/2007 02/2009	0.32$	-2.20	0.95$	11.15	1.23$	23.04	1.51$	65.96	03/2009 02/2011	2.75$	-3.56	17.21%
3Y	-25.03	04/2006 03/2009	0.42$	2.09	1.06$	10.78	1.35$	20.46	1.74$	43.49	04/2009 03/2012	2.95$	4.79	10.46%
5Y	-8.74	04/2004 03/2009	0.63$	3.51	1.18$	8.91	1.53$	18.55	2.34$	29.54	03/2009 02/2014	3.64$	5.75	4.98%
7Y	-1.16	04/2002 03/2009	0.92$	5.93	1.49$	9.38	1.87$	14.83	2.63$	23.84	04/2009 03/2016	4.46$	6.27	0.72%
10Y	3.15	03/1999 02/2009	1.36$	6.97	1.96$	10.23	2.64$	14.03	3.71$	18.80	04/2009 03/2019	5.59$	7.19	0.00%
15Y	3.84	03/1994 02/2009	1.75$	7.09	2.79$	9.56	3.93$	11.03	4.80$	14.18	03/2009 02/2024	7.30$	14.18	0.00%
20Y	7.80	11/2003 10/2023	4.49$	9.04	5.64$	10.27	7.06$	11.07	8.16$	11.81	02/1995 01/2015	9.32$	8.05	0.00%
30Y	8.89	03/1994 02/2024	12.85$	8.89	12.85$	8.89	12.85$	8.89	12.85$	8.89	03/1994 02/2024	12.85$	8.89	0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

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Rolling Period	Worst Period			15th Percentile		50th Percentile		85th Percentile		Best Period			Latest	Negative Periods
Rolling Period	Ann. Return	From To	Growth of 1$	Ann. Return	Growth of 1$	Ann. Return	Growth of 1$	Ann. Return	Growth of 1$	Ann. Return	From To	Growth of 1$	Latest	Negative Periods
1Y	-57.99	04/2008 03/2009	0.42$	-9.51	0.90$	10.11	1.10$	26.22	1.26$	105.83	04/2009 03/2010	2.05$	2.78	30.09%
2Y	-44.07	03/2007 02/2009	0.31$	-4.12	0.91$	8.75	1.18$	20.02	1.44$	62.48	03/2009 02/2011	2.64$	-7.76	20.77%
3Y	-26.57	04/2006 03/2009	0.39$	-1.18	0.96$	8.30	1.27$	17.26	1.61$	39.99	04/2009 03/2012	2.74$	-0.83	18.46%
5Y	-11.03	04/2004 03/2009	0.55$	1.06	1.05$	7.03	1.40$	15.68	2.07$	26.93	03/2009 02/2014	3.29$	1.49	10.30%
7Y	-3.60	04/2002 03/2009	0.77$	3.29	1.25$	7.27	1.63$	12.17	2.23$	21.85	04/2009 03/2016	3.98$	2.65	2.17%
10Y	0.54	03/1999 02/2009	1.05$	4.64	1.57$	7.74	2.10$	11.34	2.92$	16.68	04/2009 03/2019	4.67$	4.26	0.00%
15Y	1.30	03/1994 02/2009	1.21$	5.00	2.07$	7.21	2.84$	8.66	3.47$	11.32	03/2009 02/2024	4.99$	11.32	0.00%
20Y	5.09	11/2003 10/2023	2.70$	6.66	3.63$	7.98	4.64$	8.63	5.23$	9.35	02/1995 01/2015	5.97$	5.33	0.00%
30Y	6.19	03/1994 02/2024	6.06$	6.19	6.06$	6.19	6.06$	6.19	6.06$	6.19	03/1994 02/2024	6.06$	6.19	0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

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Rolling Period	Worst Period			15th Percentile		50th Percentile		85th Percentile		Best Period			Latest	Negative Periods
Rolling Period	Ann. Return	From To	Growth of 1$	Ann. Return	Growth of 1$	Ann. Return	Growth of 1$	Ann. Return	Growth of 1$	Ann. Return	From To	Growth of 1$	Latest	Negative Periods
1Y	-58.17	04/2008 03/2009	0.41$	-6.57	0.93$	12.13	1.12$	30.08	1.30$	110.54	04/2009 03/2010	2.10$	6.03	24.79%
2Y	-42.93	03/2007 02/2009	0.32$	-2.20	0.95$	11.14	1.23$	23.04	1.51$	65.96	03/2009 02/2011	2.75$	-3.56	17.11%
3Y	-25.03	04/2006 03/2009	0.42$	2.09	1.06$	10.78	1.35$	20.46	1.74$	43.49	04/2009 03/2012	2.95$	4.79	10.40%
5Y	-8.74	04/2004 03/2009	0.63$	3.51	1.18$	8.90	1.53$	18.55	2.34$	29.54	03/2009 02/2014	3.64$	5.75	4.95%
7Y	-1.16	04/2002 03/2009	0.92$	5.93	1.49$	9.36	1.87$	14.83	2.63$	23.84	04/2009 03/2016	4.46$	6.27	0.72%
10Y	3.15	03/1999 02/2009	1.36$	6.97	1.96$	10.23	2.64$	14.03	3.71$	18.80	04/2009 03/2019	5.59$	7.19	0.00%
15Y	3.84	03/1994 02/2009	1.75$	7.05	2.77$	9.55	3.92$	11.03	4.80$	14.18	03/2009 02/2024	7.30$	14.18	0.00%
20Y	7.80	11/2003 10/2023	4.49$	9.04	5.64$	10.23	7.01$	11.07	8.16$	11.81	02/1995 01/2015	9.32$	8.05	0.00%
30Y	8.77	02/1994 01/2024	12.46$	8.77	12.46$	8.89	12.85$	9.03	13.38$	9.03	01/1994 12/2023	13.38$	8.89	0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

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Rolling Period	Worst Period			15th Percentile		50th Percentile		85th Percentile		Best Period			Latest	Negative Periods
Rolling Period	Ann. Return	From To	Growth of 1$	Ann. Return	Growth of 1$	Ann. Return	Growth of 1$	Ann. Return	Growth of 1$	Ann. Return	From To	Growth of 1$	Latest	Negative Periods
1Y	-57.99	04/2008 03/2009	0.42$	-9.70	0.90$	10.01	1.10$	26.00	1.26$	105.83	04/2009 03/2010	2.05$	2.78	30.48%
2Y	-44.07	03/2007 02/2009	0.31$	-4.12	0.91$	8.74	1.18$	20.02	1.44$	62.48	03/2009 02/2011	2.64$	-7.76	21.24%
3Y	-26.57	04/2006 03/2009	0.39$	-1.18	0.96$	8.26	1.26$	17.26	1.61$	39.99	04/2009 03/2012	2.74$	-0.83	18.35%
5Y	-11.03	04/2004 03/2009	0.55$	1.06	1.05$	6.93	1.39$	15.68	2.07$	26.93	03/2009 02/2014	3.29$	1.49	10.23%
7Y	-3.60	04/2002 03/2009	0.77$	3.29	1.25$	7.27	1.63$	12.17	2.23$	21.85	04/2009 03/2016	3.98$	2.65	2.15%
10Y	0.54	03/1999 02/2009	1.05$	4.64	1.57$	7.72	2.10$	11.34	2.92$	16.68	04/2009 03/2019	4.67$	4.26	0.00%
15Y	1.30	03/1994 02/2009	1.21$	4.93	2.05$	7.21	2.84$	8.66	3.47$	11.32	03/2009 02/2024	4.99$	11.32	0.00%
20Y	5.09	11/2003 10/2023	2.70$	6.66	3.63$	7.97	4.63$	8.63	5.23$	9.35	02/1995 01/2015	5.97$	5.33	0.00%
30Y	6.09	02/1994 01/2024	5.89$	6.09	5.89$	6.19	6.06$	6.35	6.34$	6.35	01/1994 12/2023	6.34$	6.19	0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Real Estate Select Sector SPDR (XLRE) ETF: Rolling Returns page.

Seasonality

In which months is it better to invest in Real Estate Select Sector SPDR (XLRE) ETF?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the

Asset Class Seasonality

page.

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	Monthly Average Return (%) and Gain Frequency
Return (%)	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Average Gain Frequency	-0.31 60%	-2.55 40%	0.61 60%	2.93 60%	-1.02 60%	0.94 80%	4.07 100%	-0.22 40%	-5.65 20%	0.71 40%	4.71 60%	3.36 80%
Best	9.9 2023	2.6 2024	7.8 2022	9.4 2020	2.2 2020	5.6 2023	8.5 2022	4.8 2019	1.0 2019	7.6 2021	12.5 2023	10.3 2021
Worst	-8.6 2022	-6.2 2020	-15.1 2020	-3.6 2022	-5.1 2022	-6.9 2022	1.3 2023	-5.6 2022	-13.2 2022	-3.2 2020	-1.7 2019	-4.8 2022

Monthly Seasonality over the period Feb 1994 - Feb 2024

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	Monthly Average Return (%) and Gain Frequency
Return (%)	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Average Gain Frequency	0.76 50%	-1.70 50%	1.87 70%	0.92 50%	0.16 70%	1.37 80%	3.17 100%	-0.46 50%	-3.66 20%	1.29 50%	3.03 60%	1.71 70%
Best	10.7 2019	4.7 2017	10.7 2016	9.4 2020	2.4 2014	6.1 2016	8.5 2022	4.8 2019	3.1 2015	9.9 2014	12.5 2023	10.3 2021
Worst	-8.6 2022	-6.8 2018	-15.1 2020	-5.8 2015	-5.1 2022	-6.9 2022	0.1 2014	-6.3 2015	-13.2 2022	-5.6 2016	-3.0 2016	-7.3 2018

Monthly Seasonality over the period Feb 1994 - Feb 2024

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	Monthly Average Return (%) and Gain Frequency
Return (%)	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Average Gain Frequency	0.27 55%	-0.71 52%	2.04 70%	2.41 57%	0.56 63%	0.54 63%	2.15 83%	0.25 53%	-0.57 47%	-0.44 43%	0.90 60%	3.12 80%
Best	10.7 2019	5.6 2010	10.7 2016	30.7 2009	7.1 2004	6.1 2016	10.8 2009	14.3 2009	9.2 1997	14.3 2011	12.5 2023	16.7 2008
Worst	-17.5 2009	-20.5 2009	-15.1 2020	-14.6 2004	-6.0 2013	-10.6 2008	-8.3 2007	-9.2 1998	-13.2 2022	-31.7 2008	-22.7 2008	-7.3 2018

Monthly Seasonality over the period Feb 1994 - Feb 2024

Monthly Returns

This section provides a visual/tabular representation of the performance variability in the Real Estate Select Sector SPDR (XLRE) ETF over time. It illustrates the distribution of monthly returns, showcasing the range and frequency of positive and negative returns.

REAL ESTATE SELECT SECTOR SPDR (XLRE) ETF

Monthly Returns Distribution

Data Source: 1 March 1994 - 29 February 2024 (30 Years)

Data Source: 1 January 1994 - 29 February 2024 (~30 years)

218 Positive Months (61%) - 142 Negative Months (39%)

219 Positive Months (60%) - 143 Negative Months (40%)

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(Scroll down to see all data)

Investment Returns, up to December 2015, have been derived using the historical series of equivalent ETFs / Assets.
You can find additional information on extended Data Sources here.

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FAQs

Is XLRE a good investment? ›

XLRE has a rather disappointing dividend yield (TTM) of 3.42%. This has dropped in recent months due to the rally, but even at the height of the REIT sell-off in early Q4 '23, the yield was only slightly above 4%. The low yield is unsurprising given the top holding, Prologis (PLD) only has a yield of 2.61%.

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Is XLRE a REIT or SPDR? ›

XLRE: The Real Estate Select Sector SPDR® Fund.

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How are XLRE dividends taxed? ›

In general, distributions are subject to federal income tax when they are paid, whether you take them in cash or reinvest them in a Select Sector SPDR. Distributions paid out of a Select Sector SPDR's income and short-term gains are taxable as ordinary income.

What is the dividend yield of XLRE? ›

XLRE Dividend Information

XLRE has a dividend yield of 3.69% and paid $1.33 per share in the past year. The dividend is paid every three months and the last ex-dividend date was Mar 18, 2024.

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What is the highest paying REIT? ›

The market's highest-yielding REITs

Company (ticker symbol)	Sector	Dividend yield
KKR Real Estate Finance Trust (KREF)	Mortgage	14.0%
Two Harbors Investment (TWO)	Mortgage	14.0%
Ares Commercial Real Estate (ACRE)	Mortgage	13.8%
Brandywine Realty Trust (BDN)	Office	13.6%

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Feb 28, 2024

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Which REIT has the best returns? ›

Best-performing REIT mutual funds: May 2024

Symbol	Fund name	1-year return
JABIX	*JHancock Real Estate Securities R6**	4.04%
CSDIX	Cohen & Steers Real Estate Securities	2.50%
BIREX	BlackRock Real Estate Securities Institutional	1.88%
GURIX	Guggenheim Risk Managed Real Estate Institutional	1.86%

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Which is better REIT or ETF? ›

An ETF gives you an affordable way to follow the stock market or a particular part of the market. While REITs provide the stability and robust returns of real estate.

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Who is the largest holdings of XLRE? ›

The Real Estate Select Sector SPDR Fund (XLRE)

PLD. Prologis, Inc. 11.93%
AMT. American Tower Corporation 9.14%
EQIX. Equinix, Inc. 7.68%
WELL. Welltower Inc. 5.13%
SPG. Simon Property Group, Inc. 5.06%
PSA. Public Storage 4.55%
CCI. Crown Castle Inc. 4.55%
O. Realty Income Corporation 4.46%

More items...

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What is the projection for XLRE? ›

XLRE 12 Months Forecast

Based on 33 Wall Street analysts offering 12 month price targets to XLRE holdings in the last 3 months. The average price target is $42.71 with a high forecast of $47.30 and a low forecast of $36.84. The average price target represents a 17.13% change from the last price of $36.46.

Do you pay more taxes on REIT dividends? ›

The majority of REIT dividends are taxed as ordinary income up to the maximum rate of 37% (returning to 39.6% in 2026), plus a separate 3.8% surtax on investment income. Taxpayers may also generally deduct 20% of the combined qualified business income amount which includes Qualified REIT Dividends through Dec.

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Do you pay taxes on REIT? ›

Real Estate Investment Trusts (REITs) have become an interesting option for income investors due to their income payouts and capital appreciation potential. Distributions from REITs can provide income flow, but the income is considered taxable in the eyes of the IRS.

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Do you pay tax on REIT income? ›

A REIT is taxable as a regular corporation, but is entitled to the dividends paid deduction. Therefore, a REIT does not pay federal income tax on net taxable income distributed as deductible dividends to shareholders. Net income from foreclosure property is taxed at 35 percent.

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What is a good dividend yield for REIT? ›

Best REITs for high dividends and growth

Company (ticker)	Dividend yield	5-year dividend growth
National Storage Affiliates Trust (NSA)	5.5%	15.6%
Crown Castle (CCI)	5.5%	8.9%
Four Corners Property Trust (FCPT)	5.5%	6.5%
CareTrust REIT (CTRE)	5.1%	8.3%

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Jan 16, 2024

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How many times does REIT pay dividends? ›

REIT Distributions

While some stocks distribute dividends on a quarterly or annual basis, certain REITs pay quarterly or monthly. That can be an advantage for investors, whether the money is used for enhancing income or for reinvestment, especially since more frequent payments compound faster.

What is the ex-dividend date for XLRE? ›

When is XLRE ex-dividend date? XLRE's previous ex-dividend date was on Mar 18, 2024. XLRE shareholders who own XLRE ETF before this date received XLRE's last dividend payment of $0.26 per share on Mar 21, 2024. XLRE's next ex-dividend date has not been announced yet.

What is the prediction for XLRE? ›

View Details ›

Is XLRE better than VNQ? ›

VNQ - Performance Comparison. The year-to-date returns for both stocks are quite close, with XLRE having a -8.37% return and VNQ slightly lower at -8.50%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.

What are the top 5 largest REIT? ›

Largest Real-Estate-Investment-Trusts by market cap

#	Name	M. Cap
1	Prologis 1PLD	$94.48 B
2	American Tower 2AMT	$80.11 B
3	Equinix 3EQIX	$67.48 B
4	Welltower 4WELL	$56.31 B

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