XLV (Health Care Select Sector SPDR) — over the past 10 years it returned about 9.1% annualized on a total-return basis, yields roughly 1.56%, 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 $26,101 today.
Sortino
0.81
Volatility
16.9%
$10k → today
$26,101
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 | 9.1% | 14.2% |
| Volatility | 16.9% | 17.9% |
| Sharpe | 0.60 | 0.83 |
| Sortino | 0.81 | 1.01 |
| Max drawdown | -28.4% | -33.7% |
| Dividend yield | 1.56% | 1.02% |