Last Update: 30 September 2021

Holding a position in the Utilities Select Sector SPDR Fund (XLU) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all 6 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 5 years rolling periods, you would have obtained a positive returns 97.20% of times

All the returns are calculated over the available historical serie, starting from January 1999 until September 2021.

In order to have complete information about the ETF, please refer to the Utilities Select Sector SPDR Fund (XLU) ETF: historical returns page.

Rolling Returns

Utilities Select Sector SPDR Fund (XLU) ETF: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.62% +42.26%
Mar 2003 - Feb 2004
-33.74%
Oct 2001 - Sep 2002
21.37%
2 Years
+8.13% +32.79%
Mar 2003 - Feb 2005
-24.15%
Nov 2000 - Oct 2002
20.00%
3 Years
+7.85% +26.85%
Mar 2003 - Feb 2006
-12.24%
Nov 1999 - Oct 2002
25.63%
4 Years
+8.04% +25.69%
Mar 2003 - Feb 2007
-8.29%
Mar 1999 - Feb 2003
14.60%
5 Years
+8.39% +22.44%
Nov 2002 - Oct 2007
-1.71%
Jan 1999 - Dec 2003
2.80%
6 Years
+8.49% +15.18%
Jul 2010 - Jun 2016
+2.06%
Dec 2007 - Nov 2013
0.00%
7 Years
+8.42% +14.33%
Apr 2009 - Mar 2016
+2.11%
Apr 2002 - Mar 2009
0.00%
8 Years
+8.32% +13.67%
Mar 2009 - Feb 2017
+0.46%
May 2001 - Apr 2009
0.00%
9 Years
+8.06% +12.99%
Feb 2011 - Jan 2020
+1.49%
Nov 2000 - Oct 2009
0.00%
10 Years
+7.92% +12.88%
Feb 2010 - Jan 2020
+2.14%
Mar 1999 - Feb 2009
0.00%
11 Years
+7.99% +12.60%
Mar 2009 - Feb 2020
+2.81%
Jul 1999 - Jun 2010
0.00%
12 Years
+7.97% +12.27%
Feb 2003 - Jan 2015
+3.88%
Jan 1999 - Dec 2010
0.00%
13 Years
+7.89% +11.93%
Apr 2003 - Mar 2016
+4.63%
Dec 2000 - Nov 2013
0.00%
14 Years
+8.09% +11.97%
Mar 2003 - Feb 2017
+4.73%
Jan 1999 - Dec 2012
0.00%
15 Years
+8.32% +11.63%
Nov 2002 - Oct 2017
+5.26%
Jan 1999 - Dec 2013
0.00%

* Annualized rolling and average returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.62% +42.26%
Mar 2003 - Feb 2004
-33.74%
Oct 2001 - Sep 2002
21.37%
56 out of 262

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.13% +32.79%
Mar 2003 - Feb 2005
-24.15%
Nov 2000 - Oct 2002
20.00%
50 out of 250

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.85% +26.85%
Mar 2003 - Feb 2006
-12.24%
Nov 1999 - Oct 2002
25.63%
61 out of 238

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.04% +25.69%
Mar 2003 - Feb 2007
-8.29%
Mar 1999 - Feb 2003
14.60%
33 out of 226

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.39% +22.44%
Nov 2002 - Oct 2007
-1.71%
Jan 1999 - Dec 2003
2.80%
6 out of 214

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.49% +15.18%
Jul 2010 - Jun 2016
+2.06%
Dec 2007 - Nov 2013
0.00%
0 out of 202

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.42% +14.33%
Apr 2009 - Mar 2016
+2.11%
Apr 2002 - Mar 2009
0.00%
0 out of 190

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.32% +13.67%
Mar 2009 - Feb 2017
+0.46%
May 2001 - Apr 2009
0.00%
0 out of 178

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.06% +12.99%
Feb 2011 - Jan 2020
+1.49%
Nov 2000 - Oct 2009
0.00%
0 out of 166

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.92% +12.88%
Feb 2010 - Jan 2020
+2.14%
Mar 1999 - Feb 2009
0.00%
0 out of 154

Annualized Rolling Returns - 11 Years (132 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.99% +12.60%
Mar 2009 - Feb 2020
+2.81%
Jul 1999 - Jun 2010
0.00%
0 out of 142

Annualized Rolling Returns - 12 Years (144 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.97% +12.27%
Feb 2003 - Jan 2015
+3.88%
Jan 1999 - Dec 2010
0.00%
0 out of 130

Annualized Rolling Returns - 13 Years (156 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.89% +11.93%
Apr 2003 - Mar 2016
+4.63%
Dec 2000 - Nov 2013
0.00%
0 out of 118

Annualized Rolling Returns - 14 Years (168 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.09% +11.97%
Mar 2003 - Feb 2017
+4.73%
Jan 1999 - Dec 2012
0.00%
0 out of 106

Annualized Rolling Returns - 15 Years (180 months)

Swipe left to see all data
Average
Return
Best
Return
Worst
Return
Negative
Periods
+8.32% +11.63%
Nov 2002 - Oct 2017
+5.26%
Jan 1999 - Dec 2013
0.00%
0 out of 94

In order to have complete information about the ETF, please refer to the Utilities Select Sector SPDR Fund (XLU) ETF: historical returns page.

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