XLV Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in XLV ten years ago, at the end of Oct 2016, was worth $32,450 at the end of Oct 2026 with every distribution reinvested: 12.5% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $72,470 reinvested (11.1% a year), or $59,924 taking the distributions as cash, $7,567 of it paid out along the way.
XLV became
$72,470
S&P 500: $72,756
Return a year
11.1%
S&P 500: 11.1%
Payouts reinvested
$9,356
bought more shares
Worst drop
-33.6%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | XLV total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +20.9% | $762 | +11.7% |
| 2025 | +14.5% | $960 | +17.7% |
| 2024 | +2.5% | $873 | +24.9% |
| 2023 | +2.1% | $810 | +26.2% |
| 2022 | −2.1% | $739 | −18.2% |
| 2021 | +26.1% | $685 | +28.7% |
| 2020 | +13.3% | $615 | +18.3% |
| 2019 | +20.5% | $771 | +31.2% |
| 2018 | +6.3% | $473 | −4.6% |
| 2017 | +21.8% | $413 | +21.7% |
| 2016 | −2.8% | $368 | +12.0% |
| 2015 | +6.8% | $331 | +1.2% |
| 2014 | +25.1% | $297 | +13.5% |
| 2013 | +41.4% | $273 | +32.3% |
| 2012 | +17.3% | $251 | +16.0% |
| 2011 | +12.4% | $214 | +1.9% |
| 2010 | +3.3% | $179 | +15.1% |
| 2009 | +19.5% | $171 | +26.4% |
| 2008 | −23.3% | $170 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: XLV total return
Data as of · Source: SmarterDividends data
- $10,000 invested in XLV at the end of Dec 2007, with distributions reinvested, was worth $72,470 at the end of Oct 2026: 11.1% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, XLV turned $10,000 into $32,450 with distributions reinvested, 12.5% a year.
- Over the 5 years to Oct 2026, XLV returned 8.4% a year with distributions reinvested (S&P 500: 12.0%).
- Taking XLV's distributions as cash instead of reinvesting them, the same $10,000 ended at $59,924, including $7,567 of cash received; reinvesting added $12,546.
- XLV's best calendar year in that time was 2013 (41.4%) and its worst 2008 (-23.3%), with distributions reinvested.
Cite this page
SmarterDividends, "XLV Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/XLV/total-return
XLV total return questions
If I invested $10,000 in XLV 10 years ago, how much would I have?
About $32,450 at the end of Oct 2026, with every distribution reinvested: 12.5% a year. Taking them as cash, you'd have shares worth $27,445 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is XLV's total return since Dec 2007?
625% in total, or 11.1% a year, through Oct 2026 with distributions reinvested. The share price alone rose 424%.
How much of XLV's return came from distributions?
About 17% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $12,546 better off on a $10,000 start.
What was XLV's worst year?
2008, at -23.3% with distributions reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -33.6%.
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.