Last Update: 31 Dec 2020

Category: Stocks
ETF: Utilities Select Sector SPDR Fund (XLU)

In the last 10 years, the Utilities Select Sector SPDR Fund (XLU) ETF obtained a 11.09% compound annual return, with a 12.68% standard deviation.

In 2020, the portfolio granted a 3.09% dividend yield. If you are interested in getting periodic income, please refer to the Utilities Select Sector SPDR Fund (XLU): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: North America
  • Country: U.S.
  • Sector: Utilities
  • Industry: Broad Utilities

Capital Growth and Historical Returns

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the Utilities Select Sector SPDR Fund (XLU): Dividend Yield page.

Capital Growth:
Swipe left to see all data
Period Returns
Dec 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+0.63%
0.00%
1 - 0
3M
+6.49%
0.00%
3 - 0
6M
+13.03%
-2.60%
Aug 2020 - Aug 2020
5 - 1
YTD
+0.57%
19.69%
-18.83%
Feb 2020 - Mar 2020
8 - 4
1Y
+0.57%
19.69%
-18.83%
Feb 2020 - Mar 2020
8 - 4
3Y
+9.59%
annualized
13.65%
-18.83%
Feb 2020 - Mar 2020
23 - 13
5Y
+11.34%
annualized
13.48%
-18.83%
Feb 2020 - Mar 2020
39 - 21
10Y
+11.09%
annualized
12.68%
-18.83%
Feb 2020 - Mar 2020
81 - 39
MAX
01 Jan 1999
+7.10%
annualized
14.75%
-43.50%
Nov 2000 - Feb 2003
168 - 96

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.53% +42.26%
Mar 2003 - Feb 2004
-33.74%
Oct 2001 - Sep 2002
21.34%
2 Years
+8.15% +32.79%
Mar 2003 - Feb 2005
-24.15%
Nov 2000 - Oct 2002
20.75%
3 Years
+7.72% +26.85%
Mar 2003 - Feb 2006
-12.24%
Nov 1999 - Oct 2002
26.64%
5 Years
+8.36% +22.44%
Nov 2002 - Oct 2007
-1.71%
Jan 1999 - Dec 2003
2.93%
7 Years
+8.35% +14.33%
Apr 2009 - Mar 2016
+2.11%
Apr 2002 - Mar 2009
0.00%
10 Years
+7.75% +12.88%
Feb 2010 - Jan 2020
+2.14%
Mar 1999 - Feb 2009
0.00%
15 Years
+8.31% +11.63%
Nov 2002 - Oct 2017
+5.26%
Jan 1999 - Dec 2013
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

Utilities Select Sector SPDR Fund (XLU) ETF Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 0.0 -1.2 1.6 2.6 0.8 0.4 0.2 0.4 0.6 1.1 0.3 1.3
Best 6.8
2020
5.3
2007
10.9
2000
9.7
1999
10.1
2003
7.6
2016
7.8
2020
5.1
2019
13.2
2000
8.0
2014
4.8
2009
6.6
2003
Worst -7.4
2008
-12.5
2009
-10.0
2020
-6.1
2002
-9.1
2013
-6.7
2002
-14.7
2002
-5.5
2016
-12.1
2002
-13.0
2008
-5.4
2016
-6.1
2017
Gain
Frequency
50 55 73 82 64 55 59 64 68 73 55 68

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
+0.57% 6.8 -9.9 -10.0 3.3 4.2 -4.7 7.8 -2.6 1.1 5.1 0.7 0.6
2019
+25.91% 3.5 4.1 2.8 0.9 -0.8 3.2 -0.1 5.1 4.3 -0.8 -1.9 3.3
2018
+3.92% -3.1 -3.9 3.8 2.0 -1.1 2.8 1.6 1.3 -0.7 2.0 3.5 -4.0
2017
+12.03% 1.3 5.3 -0.1 0.8 4.1 -2.7 2.4 3.3 -2.8 3.9 2.7 -6.1
2016
+16.06% 4.9 1.9 8.0 -2.4 1.5 7.6 -0.7 -5.5 0.4 0.9 -5.4 4.9
2015
-4.91% 2.3 -6.4 -1.0 -0.5 0.6 -6.0 6.1 -3.5 2.9 1.1 -2.1 2.1
2014
+28.73% 3.0 3.5 3.3 4.2 -1.1 4.5 -6.8 4.9 -1.9 8.0 1.2 3.6
2013
+13.05% 4.8 2.3 5.4 6.0 -9.1 0.9 4.3 -5.0 1.2 3.8 -1.9 0.9
2012
+1.04% -3.6 0.6 1.4 1.8 0.6 4.1 2.5 -4.1 1.2 1.4 -4.3 0.0
2011
+19.62% 1.2 1.2 0.2 4.1 2.1 -0.2 -0.9 2.2 0.2 3.7 1.0 3.3
2010
+5.30% -4.8 -1.3 2.7 2.6 -5.5 -0.7 7.5 1.5 2.9 1.1 -3.0 3.1
2009
+11.71% -0.2 -12.5 1.9 1.2 3.6 5.4 3.8 1.0 1.4 -3.2 4.8 5.5
2008
-28.93% -7.4 -4.1 1.6 5.1 3.6 -0.7 -6.4 -1.1 -11.0 -13.0 4.2 -2.4
2007
+18.41% -0.4 5.3 3.6 4.9 0.5 -4.8 -4.0 1.6 3.8 6.7 0.7 -0.2
2006
+20.90% 2.4 1.3 -4.6 1.6 1.6 2.3 4.8 2.8 -1.5 5.3 2.7 0.9
2005
+16.37% 2.1 2.1 1.1 3.1 -0.1 5.9 2.3 0.7 4.2 -6.4 -0.2 0.9
2004
+23.58% 2.1 1.9 1.1 -4.3 1.2 1.7 1.5 4.1 0.6 4.9 4.5 2.5
2003
+26.44% -2.4 -5.4 5.1 8.6 10.1 1.4 -6.7 2.0 5.0 0.7 0.2 6.6
2002
-28.77% -3.6 -0.2 5.3 -6.1 -0.8 -6.7 -14.7 4.0 -12.1 -2.3 2.9 3.2
2001
-12.98% -5.6 2.1 -1.4 4.8 0.7 -5.0 -0.9 -3.6 -0.9 -5.3 -1.3 3.2
2000
+22.48% -1.8 -12.2 10.9 6.6 -0.2 -3.4 1.6 3.9 13.2 5.8 -0.1 -1.4
1999
-4.42% -2.5 -2.8 -6.3 9.7 1.2 4.1 0.3 -4.8 2.5 0.5 -3.3 -2.2
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