XLI Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in XLI ten years ago, at the end of Oct 2016, was worth $34,658 at the end of Oct 2026 with every distribution reinvested: 13.2% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $61,229 reinvested (10.1% a year), or $48,879 taking the distributions as cash, $6,131 of it paid out along the way.
XLI became
$61,229
S&P 500: $72,756
Return a year
10.1%
S&P 500: 11.1%
Payouts reinvested
$7,748
bought more shares
Worst drop
-55.3%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | XLI total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +8.8% | $495 | +11.7% |
| 2025 | +19.3% | $730 | +17.7% |
| 2024 | +17.3% | $681 | +24.9% |
| 2023 | +18.1% | $661 | +26.2% |
| 2022 | −5.6% | $555 | −18.2% |
| 2021 | +21.1% | $461 | +28.7% |
| 2020 | +10.9% | $483 | +18.3% |
| 2019 | +29.1% | $522 | +31.2% |
| 2018 | −13.2% | $440 | −4.6% |
| 2017 | +24.0% | $429 | +21.7% |
| 2016 | +20.0% | $404 | +12.0% |
| 2015 | −4.3% | $342 | +1.2% |
| 2014 | +10.4% | $310 | +13.5% |
| 2013 | +40.5% | $256 | +32.3% |
| 2012 | +14.9% | $253 | +16.0% |
| 2011 | −1.1% | $207 | +1.9% |
| 2010 | +27.8% | $157 | +15.1% |
| 2009 | +22.0% | $174 | +26.4% |
| 2008 | −38.7% | $189 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: XLI total return
Data as of · Source: SmarterDividends data
- $10,000 invested in XLI at the end of Dec 2007, with distributions reinvested, was worth $61,229 at the end of Oct 2026: 10.1% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, XLI turned $10,000 into $34,658 with distributions reinvested, 13.2% a year.
- Over the 5 years to Oct 2026, XLI returned 11.5% a year with distributions reinvested (S&P 500: 12.0%).
- Taking XLI's distributions as cash instead of reinvesting them, the same $10,000 ended at $48,879, including $6,131 of cash received; reinvesting added $12,350.
- XLI's best calendar year in that time was 2013 (40.5%) and its worst 2008 (-38.7%), with distributions reinvested.
Cite this page
SmarterDividends, "XLI Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/XLI/total-return
XLI total return questions
If I invested $10,000 in XLI 10 years ago, how much would I have?
About $34,658 at the end of Oct 2026, with every distribution reinvested: 13.2% a year. Taking them as cash, you'd have shares worth $29,261 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is XLI's total return since Dec 2007?
512% in total, or 10.1% a year, through Oct 2026 with distributions reinvested. The share price alone rose 327%.
How much of XLI's return came from distributions?
About 21% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $12,350 better off on a $10,000 start.
What was XLI's worst year?
2008, at -38.7% with distributions reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -55.3%.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.