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XLF · Intrayear DD vs Full Year

XLF · Intrayear DD vs Full Year — Financial Sector Maximum Intra-Year Drawdown vs. Full-Year Return

Financial Sector Intrayear Drawdowns — Maximum intrayear drawdowns versus calendar-year returns for the financial sector.

The plate

XLF · Intrayear DD vs Full Year — Financial Sector Maximum Intra-Year Drawdown vs. Full-Year Return-50%-25%0%25%200020052010201520202025
Plate V.5 Average intra-year drawdowns near 20%. The systemic liquidity contractions of 2008 (-67%), 2009 (-51%), and 2020 (-43%) illustrate the extreme vulnerability of leveraged intermediaries.

Latest Snapshot

Data file updated
2026-09-29
Observations
29
Average
-19.9%
Avg total return
+7.7%

Average intra-year drawdowns near 20%. The systemic liquidity contractions of 2008 (-67%), 2009 (-51%), and 2020 (-43%) illustrate the extreme vulnerability of leveraged intermediaries.

What this page answers

Across 29 years, the average intrayear drawdown for XLF was -19.9% — yet the mean full-year total return remained firmly positive at +7.7%. In 11 of those years, the index suffered a double-digit intra-year drop and still finished higher: in equity markets, turbulence is the price of admission, not an anomaly.

Average intra-year drawdowns near 20%. The systemic liquidity contractions of 2008 (-67%), 2009 (-51%), and 2020 (-43%) illustrate the extreme vulnerability of leveraged intermediaries. 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

XLF — maximum intrayear drawdowns vs full-year net returns

XLF — maximum intrayear drawdowns vs full-year net returns
YearDeepest intrayear drawdownFull-year return
2026-14.8%+0.2%
2025-15.5%+14.9%
2024-7.2%+30.6%
2023-16.3%+12.0%
2022-25.8%-10.6%
2021-8.4%+34.8%
2020-42.9%-1.8%
2019-9.5%+31.9%
2018-24.7%-13.1%
2017-9.0%+22.0%
2016-16.2%+22.4%
2015-12.7%-1.7%
2014-7.3%+15.0%
2013-6.9%+35.5%
2012-16.4%+28.4%
2011-33.7%-17.1%
2010-21.0%+11.9%
2009-51.2%+17.6%
2008-67.5%-54.9%
2007-24.7%-19.2%
2006-7.8%+18.9%
2005-9.1%+6.2%
2004-10.2%+10.9%
2003-17.4%+30.5%
2002-32.0%-14.7%
2001-26.7%-9.5%
2000-17.2%+25.9%
1999-22.9%+2.7%
1998-1.6%+0.5%

Complete record (29 rows). Raw dataset: https://historyofmarket.com/api/fin/intrayear-dd.json

Data & Source

GET /api/fin/intrayear-dd.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.