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XLF · Return Distribution

XLF — Twenty-Seven Years of Financial Sector Return Distribution

Financial Sector Return Distribution — Distribution of annual returns for financials, reflecting pro-cyclical volatility and systemic stress windows.

The plate

XLF · Return Distribution — Twenty-Seven Years of Financial Sector Return Distribution0246-40%-20%0%20%40%60%
Plate V.4 Long-term mean return sits slightly below the S&P 500, but the left tail is severe: most years yield steady, moderate gains, while systemic deleveraging events trigger industry-wide declines. Data through 2026-09-28

Latest Snapshot

Average
+8.5%
Positive years
18
Negative years
9
Best year
2013 +35.6%
Worst year
2008 -54.9%
Observations
28
Sample
1999 – 2026

Long-term mean return sits slightly below the S&P 500, but the left tail is severe: most years yield steady, moderate gains, while systemic deleveraging events trigger industry-wide declines.

What this page answers

This static page is built to answer searches for XLF · Return Distribution. It summarizes the live dataset behind the Twenty-Seven Years of Financial Sector Return Distribution panel and links to the full interactive chart.

Long-term mean return sits slightly below the S&P 500, but the left tail is severe: most years yield steady, moderate gains, while systemic deleveraging events trigger industry-wide declines. The data is refreshed by the History of Market pipeline and published as a stable JSON endpoint for research, citation, and AI-agent use.

View the interactive chart Download raw JSON

Data & Source

GET /api/fin/annual-tr.json — Canonical dataset endpoint.

Exchange closing prices · Company filings · Robert Shiller · FRED · NBER.

FAQ

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.