XLK (Technology Select Sector SPDR) — over the past 10 years it returned about 22.7% annualized on a total-return basis, yields roughly 0.46%, and had a worst drawdown near -33.6%. Here is the full picture — and you can backtest it yourself for free.
$10,000, 10 years on
A $10,000 investment 10 years ago, dividends reinvested, would be worth about $94,753 today.
Sortino
1.26
Volatility
24.4%
$10k → today
$94,753
Dividend history
| Year | Dividend / share | YoY growth |
|---|---|---|
| 2020 | $0.60 | — |
| 2021 | $0.56 | -6.2% |
| 2022 | $0.65 | 15.0% |
| 2023 | $0.73 | 13.1% |
| 2024 | $0.76 | 4.4% |
| 2025 | $0.78 | 3.0% |
Risk & return vs the S&P 500
| Metric | XLK | SPY |
|---|---|---|
| CAGR | 22.7% | 14.4% |
| Volatility | 24.4% | 17.6% |
| Sharpe | 0.96 | 0.85 |
| Sortino | 1.26 | 1.04 |
| Max drawdown | -33.6% | -33.7% |
| Dividend yield | 0.46% | 1.00% |