No House member has disclosed a XLI trade since 2025.
From the House's STOCK Act reports (Senate not included). Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.7 | 7.1 | -8.7 | 7.9 | -0.8 | 7.0 | -2.9 | -2.6 | -4.7 | 1.3 | +9.0% | ||
| 2025 | 5.0 | -1.5 | -3.9 | 0.1 | 8.8 | 3.3 | 3.0 | 0.0 | 1.5 | 0.5 | -0.9 | 0.9 | +17.7% |
| 2024 | -1.0 | 7.2 | 4.1 | -3.5 | 1.6 | -1.3 | 4.9 | 2.8 | 3.0 | -1.2 | 7.6 | -8.5 | +15.6% |
| 2023 | 3.7 | -0.9 | 0.2 | -1.2 | -3.2 | 10.8 | 2.9 | -2.0 | -6.3 | -3.0 | 8.8 | 6.5 | +16.1% |
| 2022 | -4.8 | -0.8 | 3.1 | -7.6 | -0.5 | -7.8 | 9.5 | -2.8 | -10.9 | 13.9 | 7.8 | -3.5 | −7.2% |
| 2021 | -4.3 | 6.9 | 8.7 | 3.5 | 3.1 | -2.6 | 0.9 | 1.1 | -6.4 | 6.8 | -3.6 | 5.0 | +19.5% |
| 2020 | -0.4 | -9.9 | -19.3 | 8.8 | 5.4 | 1.5 | 4.4 | 8.5 | -1.1 | -1.4 | 16.0 | 0.6 | +8.7% |
| 2019 | 11.4 | 6.4 | -1.7 | 4.0 | -7.6 | 7.5 | 0.5 | -2.6 | 2.5 | 1.1 | 4.5 | -0.7 | +26.5% |
| 2018 | 5.4 | -3.9 | -3.1 | -2.8 | 3.1 | -3.8 | 7.4 | 0.2 | 1.7 | -10.9 | 3.8 | -11.2 | −14.9% |
| 2017 | 1.9 | 3.9 | -1.2 | 2.0 | 1.8 | 0.9 | 0.3 | 0.2 | 3.7 | 0.7 | 4.2 | 1.6 | +21.6% |
| 2016 | -5.7 | 4.3 | 6.4 | 1.2 | -0.4 | 0.2 | 3.6 | 0.9 | -0.4 | -2.0 | 9.1 | -0.3 | +17.4% |
| 2015 | -3.6 | 5.4 | -3.0 | -0.3 | 0.3 | -3.1 | 0.3 | -5.4 | -2.7 | 8.8 | 0.9 | -3.2 | −6.3% |
| 2014 | -4.3 | 4.1 | 0.5 | 1.3 | 1.9 | 0.0 | -4.1 | 4.2 | -1.6 | 3.9 | 3.1 | -0.6 | +8.3% |
| 2013 | 5.8 | 2.2 | 1.9 | -0.7 | 5.0 | -2.0 | 5.9 | -2.5 | 5.4 | 4.8 | 3.7 | 3.7 | +37.9% |
| 2012 | 7.3 | 2.8 | 0.5 | -1.1 | -6.3 | 2.9 | 0.4 | 1.5 | 0.5 | -0.1 | 1.8 | 2.1 | +12.3% |
| 2011 | 3.9 | 2.1 | 1.8 | 2.7 | -2.8 | -1.0 | -6.9 | -6.6 | -9.8 | 14.4 | 1.4 | -0.4 | −3.2% |
| 2010 | -1.5 | 5.3 | 8.3 | 4.3 | -9.1 | -7.3 | 10.4 | -6.9 | 11.0 | 2.9 | 1.3 | 6.9 | +25.5% |
| 2009 | -12.0 | -17.0 | 7.8 | 18.1 | 3.4 | -2.4 | 8.7 | 4.8 | 5.3 | -4.0 | 8.8 | 1.0 | +18.7% |
| 2008 | -5.5 | -2.0 | 3.2 | 2.9 | 0.9 | -12.4 | 0.8 | 2.7 | -12.5 | -18.2 | -8.2 | 1.3 | −40.2% |
| 2007 | 2.1 | -1.1 | 0.6 | 4.6 | 5.2 | -0.2 | 0.9 | 0.0 | 4.2 | -1.3 | -2.8 | -0.6 | +11.9% |
Under normal market conditions, the fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies that have been identified as Industrial companies by the Global Industry Classification Standard, including securities of companies from the following industries: aerospace and defense; industrial conglomerates; marine transportation. It is non-diversified.