XLV (Health Care Select Sector SPDR) — over the past 10 years it returned about 9.9% annualized on a total-return basis, yields roughly 1.53%, and had a worst drawdown near -28.4%. 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 $28,197 today.
Sortino
0.88
Volatility
16.8%
$10k → today
$28,197
Dividend history
| Year | Dividend / share | YoY growth |
|---|---|---|
| 2020 | $1.69 | — |
| 2021 | $1.87 | 11.0% |
| 2022 | $1.99 | 6.3% |
| 2023 | $2.17 | 8.9% |
| 2024 | $2.29 | 5.8% |
| 2025 | $2.48 | 7.9% |
Risk & return vs the S&P 500
| Metric | XLV | SPY |
|---|---|---|
| CAGR | 9.9% | 15.1% |
| Volatility | 16.8% | 17.7% |
| Sharpe | 0.65 | 0.88 |
| Sortino | 0.88 | 1.08 |
| Max drawdown | -28.4% | -33.7% |
| Dividend yield | 1.53% | 0.98% |