XLV (Health Care Select Sector SPDR) — over the past 10 years it returned about 10.8% annualized on a total-return basis, yields roughly 1.42%, 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 $30,932 today.
Sortino
0.95
Volatility
16.7%
$10k → today
$30,932
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 | 10.8% | 14.4% |
| Volatility | 16.7% | 17.6% |
| Sharpe | 0.70 | 0.85 |
| Sortino | 0.95 | 1.04 |
| Max drawdown | -28.4% | -33.7% |
| Dividend yield | 1.42% | 1.00% |