XLRE Total Return Calculator
$10,000 since Oct 2015, with and without reinvesting · data through Oct 2026
$10,000 invested in XLRE ten years ago, at the end of Oct 2016, was worth $19,676 at the end of Oct 2026 with every distribution reinvested: 7.0% a year, against $41,633 in the S&P 500. Since Oct 2015, $10,000 became $20,363 reinvested (6.7% a year), or $18,574 taking the distributions as cash, $4,626 of it paid out along the way.
XLRE became
$20,363
S&P 500: $43,475
Return a year
6.7%
S&P 500: 14.3%
Payouts reinvested
$5,654
bought more shares
Worst drop
-32.3%
S&P 500: -23.9%
$10,000, Oct 2015 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | XLRE total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +9.5% | $470 | +11.7% |
| 2025 | +2.6% | $639 | +17.7% |
| 2024 | +5.1% | $621 | +24.9% |
| 2023 | +12.4% | $572 | +26.2% |
| 2022 | −26.2% | $560 | −18.2% |
| 2021 | +46.1% | $545 | +28.7% |
| 2020 | −2.2% | $457 | +18.3% |
| 2019 | +28.6% | $440 | +31.2% |
| 2018 | −2.4% | $419 | −4.6% |
| 2017 | +10.7% | $370 | +21.7% |
| 2016 | +2.8% | $445 | +12.0% |
| 2015 (part) | +1.9% | $114 | −1.4% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: XLRE total return
Data as of · Source: SmarterDividends data
- $10,000 invested in XLRE at the end of Oct 2015, with distributions reinvested, was worth $20,363 at the end of Oct 2026: 6.7% a year, against $43,475 (14.3% a year) in the S&P 500.
- Over the 10 years to Oct 2026, XLRE turned $10,000 into $19,676 with distributions reinvested, 7.0% a year.
- Over the 5 years to Oct 2026, XLRE returned 1.4% a year with distributions reinvested (S&P 500: 12.0%).
- Taking XLRE's distributions as cash instead of reinvesting them, the same $10,000 ended at $18,574, including $4,626 of cash received; reinvesting added $1,789.
- XLRE's best calendar year in that time was 2021 (46.1%) and its worst 2022 (-26.2%), with distributions reinvested.
Cite this page
SmarterDividends, "XLRE Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/XLRE/total-return
XLRE total return questions
If I invested $10,000 in XLRE 10 years ago, how much would I have?
About $19,676 at the end of Oct 2026, with every distribution reinvested: 7.0% a year. Taking them as cash, you'd have shares worth $13,948 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is XLRE's total return since Oct 2015?
104% in total, or 6.7% a year, through Oct 2026 with distributions reinvested. The share price alone rose 39%.
How much of XLRE's return came from distributions?
About 54% of its yearly return since Oct 2015. Reinvesting them, rather than taking cash, left you $1,789 better off on a $10,000 start.
What was XLRE's worst year?
2022, at -26.2% with distributions reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -32.3%.
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.