State Street Industrial Select Sector SPDR… (XLII) Performance
XLII total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +5.2% since Dec 31, 2025
- 1 year
- +7.9% total return
- Since first price
- +12.2% since 2025
XLII trailing returns vs SPY, QQQ, AGG
| Period | XLII total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.9% | −3.1% | −1.0% | −5.0% | +0.9% |
| 3 months | −6.6% | −9.2% | +3.2% | +1.9% | −0.4% |
| 6 months | +0.2% | −5.9% | +7.8% | +8.4% | −1.5% |
| YTD | +5.2% | −4.7% | +12.3% | +15.1% | −1.0% |
| 1 year | +7.9% | −5.1% | +14.4% | +15.9% | −1.1% |
| Since inceptionJul 30, 2025 | +12.2% | −3.8% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: XLII vs SPY
From Jul 30, 2025: XLII grew to $11,217, SPY to $12,141.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
XLII returns by calendar year
2026 is year to date.
XLII annual returns table
| Year | XLII | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +5.2% | −10.1% | +12.3% | +15.1% | −1.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
XLII largest drawdowns
Now 9.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 2, 2026 | −10.1% | Mar 30, 2026 | Jun 4, 2026 | 28 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
XLII risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +11.2% |
| Volatility (annualized) | 12.4% |
| Sharpe ratio | 0.62 |
| Sortino ratio | 0.98 |
| Best month | +6.7% |
| Worst month | −6.8% |
| Best 12 months | +19.4% |
| Worst 12 months | +10.2% |
| Positive months | 64% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
XLII rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 4 | +7.6% | +13.4% | +19.4% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
XLII performance overview
State Street Industrial Select Sector SPDR… (XLII) returned +7.9% over the past year, with distributions reinvested. Since its first recorded price on Jul 30, 2025 it has returned +12.2%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −10.1%, from Mar 2, 2026 to Mar 30, 2026, and it took 2 months to get back to the old high. Volatility has been 12.4% a year.
Related: XLII chart, XLII dividends. See the XLII overview for the latest quote and fund facts.
XLII performance FAQ
What is the XLII return over the past year?
XLII returned +7.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 5.1%.
How much would $10,000 invested in XLII be worth?
$10,000 invested in XLII at its first recorded close on July 30, 2025 would be worth about $11,217 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of XLII?
The largest peak-to-trough decline was −10.1% between March 2, 2026 and March 30, 2026. It recovered to the old high on June 4, 2026, 2 months after the bottom.
How volatile is XLII?
Over the past history XLII had an annualized volatility of 12.4% and a Sharpe ratio of 0.62 (excess return over 1–3 month T-bills per unit of risk).