Data Source: from January 1999 to June 2024 (~26 years)
Consolidated Returns as of 30 June 2024
Consolidated Returns as of 30 June 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 (~26 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 July 2004 - 30 June 2024 (20 Years)
Data Source: 1 January 1999 - 30 June 2024 (~26 years)
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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 |
23.39%
69 out of 295 |
| US Inflation Adjusted | +7.82% |
+39.89%
Mar 2003 - Feb 2004 |
-34.73%
Oct 2001 - Sep 2002 |
30.51%
90 out of 295 |
1 Year Annualized Rolling Returns
Timeframes ending in every month
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1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 2 Years (24 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.78% |
+32.79%
Mar 2003 - Feb 2005 |
-24.15%
Nov 2000 - Oct 2002 |
20.49%
58 out of 283 |
| US Inflation Adjusted | +7.74% |
+29.72%
Mar 2003 - Feb 2005 |
-25.69%
Nov 2000 - Oct 2002 |
25.80%
73 out of 283 |
2 Years Annualized Rolling Returns
Timeframes ending in every month
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2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 3 Years (36 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.87% |
+26.85%
Mar 2003 - Feb 2006 |
-12.24%
Nov 1999 - Oct 2002 |
22.51%
61 out of 271 |
| US Inflation Adjusted | +7.58% |
+23.41%
Mar 2003 - Feb 2006 |
-14.40%
Nov 1999 - Oct 2002 |
31.00%
84 out of 271 |
3 Years Annualized Rolling Returns
Timeframes ending in every month
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3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 4 Years (48 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.74% |
+25.69%
Mar 2003 - Feb 2007 |
-8.29%
Mar 1999 - Feb 2003 |
12.74%
33 out of 259 |
| US Inflation Adjusted | +6.35% |
+22.39%
Mar 2003 - Feb 2007 |
-10.75%
Mar 1999 - Feb 2003 |
27.41%
71 out of 259 |
4 Years Annualized Rolling Returns
Timeframes ending in every month
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4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 5 Years (60 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +9.27% |
+22.44%
Nov 2002 - Oct 2007 |
-1.71%
Jan 1999 - Dec 2003 |
2.43%
6 out of 247 |
| US Inflation Adjusted | +6.18% |
+18.97%
Nov 2002 - Oct 2007 |
-4.05%
Jan 1999 - Dec 2003 |
9.31%
23 out of 247 |
5 Years Annualized Rolling Returns
Timeframes ending in every month
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5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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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 235 |
| US Inflation Adjusted | +5.87% |
+13.26%
Jul 2010 - Jun 2016 |
-0.47%
Jan 1999 - Dec 2004 |
0.43%
1 out of 235 |
6 Years Annualized Rolling Returns
Timeframes ending in every month
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6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 7 Years (84 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.43% |
+14.33%
Apr 2009 - Mar 2016 |
+2.11%
Apr 2002 - Mar 2009 |
0.00%
0 out of 223 |
| US Inflation Adjusted | +5.87% |
+12.49%
Apr 2009 - Mar 2016 |
-0.40%
Apr 2002 - Mar 2009 |
0.45%
1 out of 223 |
7 Years Annualized Rolling Returns
Timeframes ending in every month
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7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 8 Years (96 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.61% |
+13.67%
Mar 2009 - Feb 2017 |
+0.46%
May 2001 - Apr 2009 |
0.00%
0 out of 211 |
| US Inflation Adjusted | +5.90% |
+11.74%
Mar 2009 - Feb 2017 |
-1.87%
Mar 2001 - Feb 2009 |
3.79%
8 out of 211 |
8 Years Annualized Rolling Returns
Timeframes ending in every month
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8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 9 Years (108 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.41% |
+12.99%
Feb 2011 - Jan 2020 |
+1.49%
Nov 2000 - Oct 2009 |
0.00%
0 out of 199 |
| US Inflation Adjusted | +6.01% |
+11.03%
Feb 2011 - Jan 2020 |
-0.95%
Nov 2000 - Oct 2009 |
2.01%
4 out of 199 |
9 Years Annualized Rolling Returns
Timeframes ending in every month
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9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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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 187 |
| US Inflation Adjusted | +6.22% |
+10.93%
Feb 2010 - Jan 2020 |
-0.44%
Mar 1999 - Feb 2009 |
2.14%
4 out of 187 |
10 Years Annualized Rolling Returns
Timeframes ending in every month
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10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 11 Years (132 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.37% |
+12.60%
Mar 2009 - Feb 2020 |
+2.81%
Jul 1999 - Jun 2010 |
0.00%
0 out of 175 |
| US Inflation Adjusted | +6.26% |
+10.59%
Mar 2009 - Feb 2020 |
+0.33%
Jul 1999 - Jun 2010 |
0.00%
0 out of 175 |
11 Years Annualized Rolling Returns
Timeframes ending in every month
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11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 12 Years (144 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.43% |
+12.27%
Feb 2003 - Jan 2015 |
+3.88%
Jan 1999 - Dec 2010 |
0.00%
0 out of 163 |
| US Inflation Adjusted | +6.20% |
+10.17%
May 2009 - Apr 2021 |
+1.37%
Jan 1999 - Dec 2010 |
0.00%
0 out of 163 |
12 Years Annualized Rolling Returns
Timeframes ending in every month
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12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 13 Years (156 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.36% |
+12.51%
Apr 2009 - Mar 2022 |
+4.63%
Dec 2000 - Nov 2013 |
0.00%
0 out of 151 |
| US Inflation Adjusted | +6.24% |
+9.92%
Apr 2009 - Mar 2022 |
+2.28%
Dec 2000 - Nov 2013 |
0.00%
0 out of 151 |
13 Years Annualized Rolling Returns
Timeframes ending in every month
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13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 14 Years (168 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.49% |
+11.97%
Mar 2003 - Feb 2017 |
+4.73%
Jan 1999 - Dec 2012 |
0.00%
0 out of 139 |
| US Inflation Adjusted | +6.31% |
+9.72%
Mar 2003 - Feb 2017 |
+2.20%
Jan 1999 - Dec 2012 |
0.00%
0 out of 139 |
14 Years Annualized Rolling Returns
Timeframes ending in every month
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14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 15 Years (180 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.09% |
+11.63%
Nov 2002 - Oct 2017 |
+5.26%
Jan 1999 - Dec 2013 |
0.00%
0 out of 127 |
| US Inflation Adjusted | +5.80% |
+9.36%
Nov 2002 - Oct 2017 |
+2.79%
Jan 1999 - Dec 2013 |
0.00%
0 out of 127 |
15 Years Annualized Rolling Returns
Timeframes ending in every month
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15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 16 Years (192 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +7.93% |
+11.53%
Mar 2003 - Feb 2019 |
+5.67%
Jul 1999 - Jun 2015 |
0.00%
0 out of 115 |
| US Inflation Adjusted | +5.69% |
+9.31%
Mar 2003 - Feb 2019 |
+3.29%
Nov 2007 - Oct 2023 |
0.00%
0 out of 115 |
16 Years Annualized Rolling Returns
Timeframes ending in every month
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16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 17 Years (204 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.10% |
+11.91%
Feb 2003 - Jan 2020 |
+5.88%
Jan 1999 - Dec 2015 |
0.00%
0 out of 103 |
| US Inflation Adjusted | +5.70% |
+9.63%
Feb 2003 - Jan 2020 |
+3.61%
Jan 1999 - Dec 2015 |
0.00%
0 out of 103 |
17 Years Annualized Rolling Returns
Timeframes ending in every month
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17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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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 91 |
| US Inflation Adjusted | +5.55% |
+8.82%
Apr 2003 - Mar 2021 |
+4.14%
Jan 1999 - Dec 2016 |
0.00%
0 out of 91 |
18 Years Annualized Rolling Returns
Timeframes ending in every month
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18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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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 79 |
| US Inflation Adjusted | +5.76% |
+8.86%
Apr 2003 - Mar 2022 |
+4.28%
Jul 1999 - Jun 2018 |
0.00%
0 out of 79 |
19 Years Annualized Rolling Returns
Timeframes ending in every month
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19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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Annualized Rolling Returns - 20 Years (240 months)
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| Median | Best | Worst | Negative Periods | |
|---|---|---|---|---|
| Annualized Rolling Return | +8.27% |
+10.71%
Dec 2002 - Nov 2022 |
+6.57%
Jan 1999 - Dec 2018 |
0.00%
0 out of 67 |
| US Inflation Adjusted | +5.82% |
+7.99%
Dec 2002 - Nov 2022 |
+4.30%
Jan 1999 - Dec 2018 |
0.00%
0 out of 67 |
20 Years Annualized Rolling Returns
Timeframes ending in every month
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20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution
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To obtain comprehensive information, please consult the Utilities Select Sector SPDR Fund (XLU) ETF: Historical Returns page.
