Last Update: 31 Aug 2021

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

In the last 10 years, the Utilities Select Sector SPDR Fund (XLU) ETF obtained a 11.15% compound annual return, with a 13.36% standard deviation.

In the last 20 years, a 8.05% compound annual return, with a 14.36% 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
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.90%
0.00%
1 - 0
3M
+5.99%
-2.22%
Jun 2021 - Jun 2021
2 - 1
6M
+19.23%
-4.51%
May 2021 - Jun 2021
4 - 2
YTD
+10.98%
-6.93%
Jan 2021 - Feb 2021
4 - 4
1Y
+19.47%
14.45%
-6.93%
Jan 2021 - Feb 2021
8 - 4
3Y
+12.27%
annualized
15.26%
-18.83%
Feb 2020 - Mar 2020
22 - 14
5Y
+10.45%
annualized
13.70%
-18.83%
Feb 2020 - Mar 2020
38 - 22
10Y
+11.15%
annualized
13.36%
-18.83%
Feb 2020 - Mar 2020
79 - 41
MAX
01 Jan 1999
+7.37%
annualized
14.83%
-43.50%
Nov 2000 - Feb 2003
172 - 100

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

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
+8.61% +42.26%
Mar 2003 - Feb 2004
-33.74%
Oct 2001 - Sep 2002
21.46%
2 Years
+8.15% +32.79%
Mar 2003 - Feb 2005
-24.15%
Nov 2000 - Oct 2002
20.08%
3 Years
+7.84% +26.85%
Mar 2003 - Feb 2006
-12.24%
Nov 1999 - Oct 2002
25.74%
5 Years
+8.39% +22.44%
Nov 2002 - Oct 2007
-1.71%
Jan 1999 - Dec 2003
2.82%
7 Years
+8.41% +14.33%
Apr 2009 - Mar 2016
+2.11%
Apr 2002 - Mar 2009
0.00%
10 Years
+7.90% +12.88%
Feb 2010 - Jan 2020
+2.14%
Mar 1999 - Feb 2009
0.00%
15 Years
+8.33% +11.63%
Nov 2002 - Oct 2017
+5.26%
Jan 1999 - Dec 2013
0.00%
20 Years
+7.43% +8.64%
Mar 2000 - Feb 2020
+6.57%
Jan 1999 - Dec 2018
0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Utilities Select Sector SPDR Fund (XLU) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the Utilities Select Sector SPDR Fund (XLU) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
-0.08
48%
-1.43
52%
1.97
74%
2.70
83%
0.64
61%
0.30
52%
0.41
61%
0.51
65%
0.64
68%
1.08
73%
0.26
55%
1.28
68%
Best
Year
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
Year
-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

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in Utilities Select Sector SPDR Fund (XLU) ETF: detail of monthly returns

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+10.98% -0.9 -6.1 10.6 4.2 -2.3 -2.2 4.3 3.9
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
Share this page