Utilities Select Sector SPDR Fund (XLU): Rolling Returns

Data Source: from January 1999 to March 2024 (~25 years)
Consolidated Returns as of 31 March 2024

Holding 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 the available data source (~25 years), the longest period with a negative return lasted 100 months (from November 2000 to February 2009).

This means that every rolling period of 101 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Utilities Select Sector SPDR Fund (XLU) ETF: Historical Returns page.

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

UTILITIES SELECT SECTOR SPDR FUND (XLU) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2004 - 31 March 2024 (20 Years)
Data Source: 1 January 1999 - 31 March 2024 (~25 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.85% +42.26%
Mar 2003 - Feb 2004 		-33.74%
Oct 2001 - Sep 2002 		23.63%
69 out of 292
US Inflation Adjusted +7.82% +39.89%
Mar 2003 - Feb 2004 		-34.73%
Oct 2001 - Sep 2002 		30.48%
89 out of 292
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.79% +32.79%
Mar 2003 - Feb 2005 		-24.15%
Nov 2000 - Oct 2002 		20.36%
57 out of 280
US Inflation Adjusted +7.79% +29.72%
Mar 2003 - Feb 2005 		-25.69%
Nov 2000 - Oct 2002 		25.00%
70 out of 280
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.91% +26.85%
Mar 2003 - Feb 2006 		-12.24%
Nov 1999 - Oct 2002 		22.76%
61 out of 268
US Inflation Adjusted +7.60% +23.41%
Mar 2003 - Feb 2006 		-14.40%
Nov 1999 - Oct 2002 		30.97%
83 out of 268
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.80% +25.69%
Mar 2003 - Feb 2007 		-8.29%
Mar 1999 - Feb 2003 		12.89%
33 out of 256
US Inflation Adjusted +6.48% +22.39%
Mar 2003 - Feb 2007 		-10.75%
Mar 1999 - Feb 2003 		27.73%
71 out of 256
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.29% +22.44%
Nov 2002 - Oct 2007 		-1.71%
Jan 1999 - Dec 2003 		2.46%
6 out of 244
US Inflation Adjusted +6.21% +18.97%
Nov 2002 - Oct 2007 		-4.05%
Jan 1999 - Dec 2003 		9.43%
23 out of 244
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.53% +15.18%
Jul 2010 - Jun 2016 		+2.06%
Dec 2007 - Nov 2013 		0.00%
0 out of 232
US Inflation Adjusted +5.89% +13.26%
Jul 2010 - Jun 2016 		-0.47%
Jan 1999 - Dec 2004 		0.43%
1 out of 232
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.47% +14.33%
Apr 2009 - Mar 2016 		+2.11%
Apr 2002 - Mar 2009 		0.00%
0 out of 220
US Inflation Adjusted +5.90% +12.49%
Apr 2009 - Mar 2016 		-0.40%
Apr 2002 - Mar 2009 		0.45%
1 out of 220
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.67% +13.67%
Mar 2009 - Feb 2017 		+0.46%
May 2001 - Apr 2009 		0.00%
0 out of 208
US Inflation Adjusted +5.92% +11.74%
Mar 2009 - Feb 2017 		-1.87%
Mar 2001 - Feb 2009 		3.85%
8 out of 208
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.40% +12.99%
Feb 2011 - Jan 2020 		+1.49%
Nov 2000 - Oct 2009 		0.00%
0 out of 196
US Inflation Adjusted +6.02% +11.03%
Feb 2011 - Jan 2020 		-0.95%
Nov 2000 - Oct 2009 		2.04%
4 out of 196
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.73% +12.88%
Feb 2010 - Jan 2020 		+2.14%
Mar 1999 - Feb 2009 		0.00%
0 out of 184
US Inflation Adjusted +6.28% +10.93%
Feb 2010 - Jan 2020 		-0.44%
Mar 1999 - Feb 2009 		2.17%
4 out of 184
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.35% +12.60%
Mar 2009 - Feb 2020 		+2.81%
Jul 1999 - Jun 2010 		0.00%
0 out of 172
US Inflation Adjusted +6.26% +10.59%
Mar 2009 - Feb 2020 		+0.33%
Jul 1999 - Jun 2010 		0.00%
0 out of 172
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.37% +12.27%
Feb 2003 - Jan 2015 		+3.88%
Jan 1999 - Dec 2010 		0.00%
0 out of 160
US Inflation Adjusted +6.20% +10.17%
May 2009 - Apr 2021 		+1.37%
Jan 1999 - Dec 2010 		0.00%
0 out of 160
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.29% +12.51%
Apr 2009 - Mar 2022 		+4.63%
Dec 2000 - Nov 2013 		0.00%
0 out of 148
US Inflation Adjusted +6.13% +9.92%
Apr 2009 - Mar 2022 		+2.28%
Dec 2000 - Nov 2013 		0.00%
0 out of 148
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.34% +11.97%
Mar 2003 - Feb 2017 		+4.73%
Jan 1999 - Dec 2012 		0.00%
0 out of 136
US Inflation Adjusted +6.24% +9.72%
Mar 2003 - Feb 2017 		+2.20%
Jan 1999 - Dec 2012 		0.00%
0 out of 136
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.04% +11.63%
Nov 2002 - Oct 2017 		+5.26%
Jan 1999 - Dec 2013 		0.00%
0 out of 124
US Inflation Adjusted +5.77% +9.36%
Nov 2002 - Oct 2017 		+2.79%
Jan 1999 - Dec 2013 		0.00%
0 out of 124
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.95% +11.53%
Mar 2003 - Feb 2019 		+5.67%
Jul 1999 - Jun 2015 		0.00%
0 out of 112
US Inflation Adjusted +5.72% +9.31%
Mar 2003 - Feb 2019 		+3.29%
Nov 2007 - Oct 2023 		0.00%
0 out of 112
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.11% +11.91%
Feb 2003 - Jan 2020 		+5.88%
Jan 1999 - Dec 2015 		0.00%
0 out of 100
US Inflation Adjusted +5.72% +9.63%
Feb 2003 - Jan 2020 		+3.61%
Jan 1999 - Dec 2015 		0.00%
0 out of 100
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.04% +11.05%
Apr 2003 - Mar 2021 		+6.34%
Nov 2000 - Oct 2018 		0.00%
0 out of 88
US Inflation Adjusted +5.55% +8.82%
Apr 2003 - Mar 2021 		+4.14%
Jan 1999 - Dec 2016 		0.00%
0 out of 88
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.08% +11.45%
Apr 2003 - Mar 2022 		+6.58%
Jul 1999 - Jun 2018 		0.00%
0 out of 76
US Inflation Adjusted +5.77% +8.86%
Apr 2003 - Mar 2022 		+4.28%
Jul 1999 - Jun 2018 		0.00%
0 out of 76
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.05% +10.71%
Dec 2002 - Nov 2022 		+6.57%
Jan 1999 - Dec 2018 		0.00%
0 out of 64
US Inflation Adjusted +5.76% +7.99%
Dec 2002 - Nov 2022 		+4.30%
Jan 1999 - Dec 2018 		0.00%
0 out of 64
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Utilities Select Sector SPDR Fund (XLU) ETF: Historical Returns page.