XLY · Annual Return — Consumer Discretionary Calendar-Year Returns vs. the S&P 500
Consumer Discretionary Annual Returns — Calendar-year returns of XLY and its excess over the S&P 500.
Every complete calendar year since 1999, with the excess return over the S&P 500 drawn as a second bar. The sector's cyclicality shows as clusters: it lags in the years the economy turns down and leads in the first years of each recovery.
What this page answers
Since 1999, XLY has recorded 27 calendar years: 21 positive and 6 negative (a 78% annual win rate), delivering an arithmetic mean annual return of +12.1%. Its strongest annual advance was 2013 (+42.7%); its steepest contraction occurred in 2022 (-36.3%). The most recent period, 2026 (year-to-date), stands at -3.4%.
Every complete calendar year since 1999, with the excess return over the S&P 500 drawn as a second bar. The sector's cyclicality shows as clusters: it lags in the years the economy turns down and leads in the first years of each recovery. The data is refreshed by the History of Market pipeline and published as a stable JSON endpoint for research, citation, and AI-agent use.
The plate
Latest Snapshot
- Updated
- 2026-09-06
- Average
- +1,205.0%
- Positive years
- 21
- Negative years
- 6
- Best year
- 2013 +4,268.0%
- Worst year
- 2022 -3,627.0%
- Observations
- 28
- Sample
- 1999-12-31 – 2026-09-04
XLY — historical calendar-year returns, 1999–2026
| Year | Return |
|---|---|
| 2026 | -3.4% |
| 2025 | +7.4% |
| 2024 | +26.5% |
| 2023 | +39.7% |
| 2022 | -36.3% |
| 2021 | +27.9% |
| 2020 | +29.6% |
| 2019 | +28.4% |
| 2018 | +1.6% |
| 2017 | +22.8% |
| 2016 | +6.0% |
| 2015 | +9.9% |
| 2014 | +9.5% |
| 2013 | +42.7% |
| 2012 | +23.6% |
| 2011 | +6.0% |
| 2010 | +27.5% |
| 2009 | +40.6% |
| 2008 | -33.0% |
| 2007 | -13.7% |
| 2006 | +18.4% |
| 2005 | -6.6% |
| 2004 | +12.9% |
| 2003 | +37.1% |
| 2002 | -18.6% |
| 2001 | +12.7% |
| 2000 | -16.9% |
| 1999 | +19.6% |
Complete record (28 rows). Raw dataset: https://historyofmarket.com/api/consumer/xly-annual-returns.json
Data & Source
GET /api/consumer/xly-annual-returns.json — Canonical dataset endpoint.
Exchange closing prices · Company filings · Robert Shiller · FRED · NBER.
FAQ
What was the best year on record?
2013, when XLY rallied +42.7%.
What was the worst year on record?
2022, when XLY plunged -36.3%.
Where does this data come from?
History of Market combines public market and macro datasets — exchange closing prices, company filings, Robert Shiller, FRED, NBER, and the UBS Global Investment Returns Yearbook (Dimson–Marsh–Staunton). The exact endpoint for this panel is linked below.
How often is it updated?
Daily-tier datasets refresh after the U.S. market close, with a broader weekly refresh on Sunday. The timestamp shown on this page comes from the JSON payload.
Can I use the data?
Yes, for research and education with attribution to History of Market. Upstream data sources retain their own terms.