Data Source: from January 1999 to July 2022
Consolidated Returns as of 31 Jul 2022
Live Update: Aug 15 2022
Category: Stocks
ETF: Utilities Select Sector SPDR Fund (XLU)
ETF • LIVE PERFORMANCE (USD currency)
0.83%
1 Day
Aug 15 2022
4.61%
Current Month
August 2022

In the last 20 Years, the Utilities Select Sector SPDR Fund (XLU) ETF obtained a 10.40% compound annual return, with a 14.23% standard deviation.

In 2021, the ETF granted a 3.23% dividend yield. If you are interested in getting periodic income, please refer to the Utilities Select Sector SPDR Fund (XLU) ETF: 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

Historical Returns as of Jul 31, 2022

Historical returns and stats of Utilities Select Sector SPDR Fund (XLU) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

UTILITIES SELECT SECTOR SPDR FUND (XLU) ETF
Consolidated returns as of 31 Jul 2022
Data Source: from January 1999 to July 2022
Swipe left to see all data
Period Return (%)
as of Jul 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Jul 2022
5.45
5.46
0.00
1 - 0
3M
4.59
2.06
-4.91
Jun 2022 - Jun 2022
2 - 1
6M
8.34
2.81
-5.08
Apr 2022 - Jun 2022
3 - 3
YTD
4.81
-1.37
-5.10
Jan 2022 - Feb 2022
3 - 4
1Y
14.62
5.62
19.30
-6.80
Sep 2021 - Sep 2021
6 - 6
50% pos
3Y(*)
10.71
5.52
18.26
-18.82
Feb 2020 - Mar 2020
20 - 16
56% pos
5Y(*)
10.16
6.03
15.50
-18.82
Feb 2020 - Mar 2020
35 - 25
58% pos
10Y(*)
10.56
7.75
14.50
-18.82
Feb 2020 - Mar 2020
74 - 46
62% pos
15Y(*)
8.31
5.79
14.54
-38.05
Dec 2007 - Feb 2009
114 - 66
63% pos
20Y(*)
10.40
7.69
14.23
-38.05
Dec 2007 - Feb 2009
160 - 80
67% pos
MAX(*)
01 Jan 1999
7.52
4.86
15.07
-43.51
Nov 2000 - Feb 2003
177 - 106
63% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Jul 2022. Current inflation (annualized) is 1Y: 8.52% , 5Y: 3.89% , 10Y: 2.60%

Correlations as of Jul 31, 2022

Monthly correlations of Utilities Select Sector SPDR Fund (XLU) ETF vs the main Asset Classes, over different timeframes.

Columns are sortable (click on table header to sort).

UTILITIES SELECT SECTOR SPDR FUND (XLU) ETF
Monthly correlations as of 31 Jul 2022
Swipe left to see all data
Correlation vs XLU
 
Asset Class 1 Year 5 Years 10 Years Since
Jan 1999
US Total Stock Market
VTI
0.82
0.50
0.39
0.42
US Large Cap
SPY
0.84
0.52
0.41
0.46
US Small Cap
IJR
0.72
0.39
0.27
0.28
US REITs
VNQ
0.86
0.66
0.67
0.46
US Technology
QQQ
0.74
0.40
0.29
0.20
Preferred Stocks
PFF
0.76
0.62
0.55
0.31
EAFE Stocks
EFA
0.84
0.43
0.33
0.41
World All Countries
VT
0.84
0.48
0.38
0.44
Emerging Markets
EEM
0.62
0.25
0.23
0.30
Europe
VGK
0.85
0.44
0.33
0.41
Pacific
VPL
0.71
0.36
0.30
0.35
Latin America
FLLA
0.66
0.41
0.34
0.36
US Total Bond Market
BND
0.35
0.23
0.37
0.23
Long Term Treasuries
TLT
0.19
0.02
0.25
0.11
US Cash
BIL
0.11
-0.06
-0.05
-0.03
TIPS
TIP
0.36
0.33
0.42
0.25
Investment Grade Bonds
LQD
0.51
0.37
0.45
0.33
High Yield Bonds
HYG
0.59
0.55
0.47
0.39
International Bond Market
BNDX
0.25
0.35
0.43
0.23
Emerging Market Bonds
EMB
0.77
0.49
0.46
0.38
Gold
GLD
0.33
0.26
0.25
0.16
Commodities
DBC
0.27
0.18
0.06
0.17

Capital Growth as of Jul 31, 2022

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) ETF: Dividend Yield page.

An investment of 1000$, since August 2002, now would be worth 7233.43$, with a total return of 623.34% (10.40% annualized).

The Inflation Adjusted Capital now would be 4397.05$, with a net total return of 339.71% (7.69% annualized).
An investment of 1000$, since January 1999, now would be worth 5533.32$, with a total return of 453.33% (7.52% annualized).

The Inflation Adjusted Capital now would be 3061.04$, with a net total return of 206.10% (4.86% annualized).

Drawdowns

Worst drawdowns since August 2002.

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Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-38.05% Dec 2007 Feb 2009 15 May 2012 39 54
-18.82% Feb 2020 Mar 2020 2 Apr 2021 13 15
-15.66% Sep 2002 Feb 2003 6 May 2003 3 9
-12.73% Feb 2015 Jun 2015 5 Mar 2016 9 14
-12.52% Dec 2017 Feb 2018 3 Nov 2018 9 12
-10.15% Jul 2016 Nov 2016 5 Feb 2017 3 8
-9.05% May 2013 Aug 2013 4 Feb 2014 6 10
-8.56% Jun 2007 Jul 2007 2 Oct 2007 3 5
-6.80% Jul 2014 Jul 2014 1 Oct 2014 3 4
-6.80% Sep 2021 Sep 2021 1 Dec 2021 3 4
-6.73% Oct 2005 Mar 2006 6 Jul 2006 4 10
-6.69% Jul 2003 Jul 2003 1 Oct 2003 3 4
-5.88% Aug 2012 Dec 2012 5 Feb 2013 2 7
-5.10% Jan 2022 Feb 2022 2 Mar 2022 1 3
-5.08% Apr 2022 Jun 2022 3 Jul 2022 1 4
-4.50% May 2021 Jun 2021 2 Aug 2021 2 4
-4.28% Apr 2004 Apr 2004 1 Jul 2004 3 4
-3.99% Dec 2018 Dec 2018 1 Feb 2019 2 3
-2.76% Sep 2017 Sep 2017 1 Oct 2017 1 2
-2.71% Jun 2017 Jun 2017 1 Aug 2017 2 3

Worst drawdowns since January 1999.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-43.51% Nov 2000 Feb 2003 28 Mar 2005 25 53
-38.05% Dec 2007 Feb 2009 15 May 2012 39 54
-19.90% Aug 1999 Feb 2000 7 Sep 2000 7 14
-18.82% Feb 2020 Mar 2020 2 Apr 2021 13 15
-12.73% Feb 2015 Jun 2015 5 Mar 2016 9 14
-12.52% Dec 2017 Feb 2018 3 Nov 2018 9 12
-11.14% Jan 1999 Mar 1999 3 Jun 1999 3 6
-10.15% Jul 2016 Nov 2016 5 Feb 2017 3 8
-9.05% May 2013 Aug 2013 4 Feb 2014 6 10
-8.56% Jun 2007 Jul 2007 2 Oct 2007 3 5
-6.80% Jul 2014 Jul 2014 1 Oct 2014 3 4
-6.80% Sep 2021 Sep 2021 1 Dec 2021 3 4
-6.73% Oct 2005 Mar 2006 6 Jul 2006 4 10
-5.88% Aug 2012 Dec 2012 5 Feb 2013 2 7
-5.10% Jan 2022 Feb 2022 2 Mar 2022 1 3
-5.08% Apr 2022 Jun 2022 3 Jul 2022 1 4
-4.50% May 2021 Jun 2021 2 Aug 2021 2 4
-3.99% Dec 2018 Dec 2018 1 Feb 2019 2 3
-2.76% Sep 2017 Sep 2017 1 Oct 2017 1 2
-2.71% Jun 2017 Jun 2017 1 Aug 2017 2 3

Rolling Returns ( more details)

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

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
8.81 42.26
Mar 2003 - Feb 2004
-33.74
Oct 2001 - Sep 2002
20.59%
2 Years
8.22 32.79
Mar 2003 - Feb 2005
-24.15
Nov 2000 - Oct 2002
19.23%
3 Years
7.96 26.85
Mar 2003 - Feb 2006
-12.24
Nov 1999 - Oct 2002
24.60%
5 Years
8.47 22.44
Nov 2002 - Oct 2007
-1.71
Jan 1999 - Dec 2003
2.68%
7 Years
8.51 14.33
Apr 2009 - Mar 2016
2.11
Apr 2002 - Mar 2009
0.00%
10 Years
8.09 12.88
Feb 2010 - Jan 2020
2.14
Mar 1999 - Feb 2009
0.00%
15 Years
8.28 11.63
Nov 2002 - Oct 2017
5.26
Jan 1999 - Dec 2013
0.00%
20 Years
7.76 10.40
Aug 2002 - Jul 2022
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

Utilities Select Sector SPDR Fund (XLU) ETF: in which months is it better to invest?

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

For further information about the seasonality, check the Asset Class Seasonality page.
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 %
-0.21
46%
-1.45
50%
2.32
75%
2.41
79%
0.79
63%
0.08
50%
0.62
63%
0.51
65%
0.31
65%
1.24
74%
0.17
52%
1.65
70%
Best
Year
6.7
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
9.7
2021
Worst
Year
-7.3
2008
-12.5
2009
-9.9
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
Statistics calculated for the period Jan 1999 - Jul 2022

Monthly/Yearly Returns

Utilities Select Sector SPDR Fund (XLU) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
177 Positive Months (63%) - 106 Negative Months (37%)
Jan 1999 - Jul 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
+4.81 -1.37 -3.3 -1.9 10.3 -4.3 4.3 -4.9 5.4
2021
+16.81 +9.13 -0.9 -6.1 10.6 4.2 -2.3 -2.2 4.3 3.9 -6.8 4.7 -1.7 9.7
2020
+0.57 -0.78 6.7 -9.9 -9.9 3.3 4.2 -4.7 7.8 -2.6 1.1 5.1 0.7 0.6
2019
+25.91 +23.10 3.5 4.1 2.8 0.9 -0.8 3.2 -0.1 5.1 4.2 -0.8 -1.9 3.3
2018
+3.92 +1.97 -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 +9.72 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 +13.70 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 -5.60 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 +27.77 3.0 3.5 3.3 4.2 -1.1 4.4 -6.8 4.9 -1.9 8.0 1.2 3.6
2013
+13.05 +11.38 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 -0.69 -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 +16.17 1.2 1.2 0.2 4.0 2.1 -0.2 -0.9 2.2 0.2 3.7 1.0 3.3
2010
+5.30 +3.75 -4.8 -1.3 2.7 2.6 -5.5 -0.7 7.5 1.4 2.9 1.1 -3.0 3.1
2009
+11.71 +8.75 -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 -28.99 -7.3 -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 +13.77 -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 +17.90 2.4 1.3 -4.6 1.6 1.6 2.3 4.8 2.7 -1.5 5.3 2.7 0.9
2005
+16.37 +12.53 2.1 2.1 1.1 3.1 -0.1 5.9 2.2 0.7 4.2 -6.4 -0.2 0.9
2004
+23.58 +19.68 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 +24.11 -2.3 -5.3 5.0 8.6 10.1 1.4 -6.7 2.0 5.0 0.7 0.2 6.5
2002
-28.77 -30.42 -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 -14.31 -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 +18.47 -1.8 -12.2 10.9 6.5 -0.2 -3.4 1.5 3.9 13.2 5.8 0.0 -1.4
1999
-4.42 -6.91 -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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