Utilities Select Sector SPDR Fund (XLU): Rolling Returns

Data Source: from January 1999 to January 2024 (~25 years)
Consolidated Returns as of 31 January 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 February 2004 - 31 January 2024 (20 Years)
Data Source: 1 January 1999 - 31 January 2024 (~25 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -32.58 06/2008
05/2009
0.67$ -2.03 0.97$ 11.60 1.11$ 20.90 1.20$ 38.57 10/2004
09/2005
1.38$ -8.09 17.47%
2Y -18.49 05/2007
04/2009
0.66$ 2.45 1.04$ 10.54 1.22$ 16.39 1.35$ 22.39 08/2004
07/2006
1.49$ -2.83 12.90%
3Y -8.44 06/2007
05/2010
0.76$ -0.28 0.99$ 10.43 1.34$ 13.71 1.47$ 25.37 05/2004
04/2007
1.97$ 2.49 15.12%
4Y -1.86 05/2007
04/2011
0.92$ 0.72 1.02$ 9.57 1.44$ 13.29 1.64$ 18.73 06/2004
05/2008
1.98$ 0.13 6.74%
5Y 0.17 12/2007
11/2012
1.00$ 3.44 1.18$ 9.72 1.59$ 11.94 1.75$ 15.42 05/2009
04/2014
2.04$ 5.48 0.00%
6Y 2.06 12/2007
11/2013
1.13$ 4.96 1.33$ 9.52 1.72$ 12.23 1.99$ 15.18 07/2010
06/2016
2.33$ 6.38 0.00%
7Y 4.27 06/2007
05/2014
1.34$ 5.69 1.47$ 9.50 1.88$ 11.84 2.18$ 14.33 04/2009
03/2016
2.55$ 6.50 0.00%
8Y 3.98 12/2007
11/2015
1.36$ 6.55 1.66$ 9.37 2.04$ 11.44 2.37$ 13.67 03/2009
02/2017
2.78$ 7.17 0.00%
9Y 4.95 12/2007
11/2016
1.54$ 6.68 1.78$ 9.47 2.25$ 11.47 2.65$ 12.99 02/2011
01/2020
3.00$ 6.05 0.00%
10Y 6.08 06/2008
05/2018
1.80$ 6.87 1.94$ 9.37 2.44$ 11.15 2.87$ 12.88 02/2010
01/2020
3.35$ 8.06 0.00%
11Y 5.66 06/2007
05/2018
1.83$ 7.38 2.18$ 8.91 2.55$ 11.20 3.21$ 12.60 03/2009
02/2020
3.68$ 8.33 0.00%
12Y 6.65 06/2007
05/2019
2.16$ 7.38 2.35$ 8.84 2.76$ 11.06 3.52$ 12.27 05/2009
04/2021
4.00$ 8.46 0.00%
13Y 6.30 05/2007
04/2020
2.21$ 7.46 2.54$ 8.84 3.00$ 10.51 3.66$ 12.51 04/2009
03/2022
4.62$ 8.87 0.00%
14Y 6.80 03/2007
02/2021
2.51$ 7.71 2.82$ 8.75 3.23$ 9.64 3.62$ 11.10 05/2009
04/2023
4.36$ 9.08 0.00%
15Y 6.78 06/2008
05/2023
2.67$ 7.46 2.94$ 8.31 3.30$ 9.74 4.02$ 10.42 10/2004
09/2019
4.42$ 8.91 0.00%
16Y 5.81 11/2007
10/2023
2.46$ 6.79 2.86$ 8.59 3.73$ 9.40 4.20$ 10.75 02/2004
01/2020
5.12$ 6.54 0.00%
17Y 6.70 11/2006
10/2023
3.01$ 7.22 3.26$ 8.72 4.14$ 9.64 4.78$ 10.24 05/2004
04/2021
5.24$ 6.75 0.00%
18Y 6.81 10/2005
09/2023
3.27$ 7.40 3.61$ 8.76 4.53$ 9.98 5.54$ 10.37 06/2004
05/2022
5.90$ 7.32 0.00%
19Y 7.80 02/2005
01/2024
4.16$ 8.08 4.38$ 9.04 5.17$ 9.25 5.36$ 9.61 05/2004
04/2023
5.71$ 7.80 0.00%
20Y 8.54 02/2004
01/2024
5.15$ 8.54 5.15$ 8.54 5.15$ 8.54 5.15$ 8.54 02/2004
01/2024
5.15$ 8.54 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -32.29 11/2007
10/2008
0.67$ -4.60 0.95$ 8.39 1.08$ 18.42 1.18$ 34.21 08/2004
07/2005
1.34$ -10.86 24.45%
2Y -19.80 05/2007
04/2009
0.64$ -1.97 0.96$ 8.52 1.17$ 13.88 1.29$ 19.35 01/2013
12/2014
1.42$ -7.21 17.51%
3Y -9.94 06/2007
05/2010
0.73$ -2.98 0.91$ 8.13 1.26$ 11.79 1.39$ 21.50 05/2004
04/2007
1.79$ -3.00 22.93%
4Y -4.25 02/2020
01/2024
0.84$ -1.42 0.94$ 7.53 1.33$ 11.46 1.54$ 14.82 06/2004
05/2008
1.73$ -4.25 21.24%
5Y -1.66 12/2007
11/2012
0.91$ 1.22 1.06$ 7.20 1.41$ 10.42 1.64$ 13.03 02/2010
01/2015
1.84$ 1.27 4.42%
6Y 0.22 06/2007
05/2013
1.01$ 2.53 1.16$ 6.99 1.50$ 10.50 1.82$ 13.26 07/2010
06/2016
2.11$ 2.57 0.00%
7Y 2.23 12/2006
11/2013
1.16$ 3.37 1.26$ 6.94 1.59$ 9.95 1.94$ 12.49 04/2009
03/2016
2.27$ 2.91 0.00%
8Y 2.42 12/2007
11/2015
1.21$ 4.25 1.39$ 7.02 1.72$ 9.65 2.08$ 11.74 03/2009
02/2017
2.42$ 3.68 0.00%
9Y 2.84 02/2015
01/2024
1.28$ 4.65 1.50$ 7.01 1.84$ 9.52 2.26$ 11.03 02/2011
01/2020
2.56$ 2.84 0.00%
10Y 4.30 05/2007
04/2017
1.52$ 4.97 1.62$ 6.97 1.96$ 9.20 2.41$ 10.93 02/2010
01/2020
2.82$ 5.13 0.00%
11Y 3.82 06/2007
05/2018
1.51$ 5.34 1.77$ 6.72 2.04$ 9.14 2.61$ 10.59 03/2009
02/2020
3.02$ 5.51 0.00%
12Y 4.79 06/2007
05/2019
1.75$ 5.50 1.90$ 6.66 2.16$ 8.68 2.71$ 10.17 05/2009
04/2021
3.19$ 5.72 0.00%
13Y 4.53 05/2007
04/2020
1.77$ 5.61 2.03$ 6.61 2.29$ 8.04 2.73$ 9.92 04/2009
03/2022
3.41$ 6.08 0.00%
14Y 4.78 12/2007
11/2021
1.92$ 5.74 2.18$ 6.50 2.41$ 7.43 2.72$ 8.33 05/2009
04/2023
3.06$ 6.36 0.00%
15Y 4.30 11/2007
10/2022
1.87$ 4.99 2.07$ 6.12 2.43$ 7.53 2.96$ 8.23 10/2004
09/2019
3.27$ 6.19 0.00%
16Y 3.29 11/2007
10/2023
1.67$ 4.23 1.94$ 6.19 2.61$ 7.26 3.06$ 8.50 02/2004
01/2020
3.68$ 4.05 0.00%
17Y 4.09 11/2006
10/2023
1.97$ 4.68 2.17$ 6.11 2.73$ 7.45 3.39$ 7.98 05/2004
04/2021
3.68$ 4.14 0.00%
18Y 4.26 10/2005
09/2023
2.11$ 4.77 2.31$ 6.07 2.89$ 7.37 3.59$ 7.72 06/2004
05/2022
3.81$ 4.73 0.00%
19Y 5.11 02/2005
01/2024
2.57$ 5.40 2.71$ 6.32 3.20$ 6.54 3.32$ 6.87 05/2004
04/2023
3.53$ 5.11 0.00%
20Y 5.82 02/2004
01/2024
3.09$ 5.82 3.09$ 5.82 3.09$ 5.82 3.09$ 5.82 02/2004
01/2024
3.09$ 5.82 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -33.74 10/2001
09/2002
0.66$ -6.61 0.93$ 10.88 1.10$ 21.58 1.21$ 42.26 03/2003
02/2004
1.42$ -8.09 23.45%
2Y -24.15 11/2000
10/2002
0.57$ -3.35 0.93$ 9.92 1.20$ 17.76 1.38$ 32.79 03/2003
02/2005
1.76$ -2.83 19.78%
3Y -12.24 11/1999
10/2002
0.67$ -3.48 0.89$ 9.91 1.32$ 14.58 1.50$ 26.85 03/2003
02/2006
2.04$ 2.49 22.93%
4Y -8.29 03/1999
02/2003
0.70$ 0.25 1.01$ 8.81 1.40$ 14.13 1.69$ 25.69 03/2003
02/2007
2.49$ 0.13 12.99%
5Y -1.71 01/1999
12/2003
0.91$ 2.81 1.14$ 9.30 1.55$ 12.50 1.80$ 22.44 11/2002
10/2007
2.75$ 5.48 2.48%
6Y 2.06 12/2007
11/2013
1.13$ 4.93 1.33$ 8.59 1.63$ 11.87 1.95$ 15.18 07/2010
06/2016
2.33$ 6.38 0.00%
7Y 2.11 04/2002
03/2009
1.15$ 5.39 1.44$ 8.52 1.77$ 11.18 2.10$ 14.33 04/2009
03/2016
2.55$ 6.50 0.00%
8Y 0.46 05/2001
04/2009
1.03$ 5.47 1.53$ 8.68 1.94$ 11.20 2.33$ 13.67 03/2009
02/2017
2.78$ 7.17 0.00%
9Y 1.49 11/2000
10/2009
1.14$ 5.15 1.57$ 8.41 2.06$ 11.20 2.60$ 12.99 02/2011
01/2020
3.00$ 6.05 0.00%
10Y 2.14 03/1999
02/2009
1.23$ 4.44 1.54$ 8.78 2.31$ 11.09 2.86$ 12.88 02/2010
01/2020
3.35$ 8.06 0.00%
11Y 2.81 07/1999
06/2010
1.35$ 5.34 1.77$ 8.37 2.42$ 11.02 3.15$ 12.60 03/2009
02/2020
3.68$ 8.33 0.00%
12Y 3.88 01/1999
12/2010
1.57$ 5.72 1.95$ 8.37 2.62$ 11.02 3.50$ 12.27 02/2003
01/2015
4.01$ 8.46 0.00%
13Y 4.63 12/2000
11/2013
1.80$ 5.97 2.12$ 8.27 2.80$ 10.53 3.67$ 12.51 04/2009
03/2022
4.62$ 8.87 0.00%
14Y 4.73 01/1999
12/2012
1.90$ 6.35 2.36$ 8.31 3.05$ 10.24 3.91$ 11.97 03/2003
02/2017
4.87$ 9.08 0.00%
15Y 5.26 01/1999
12/2013
2.15$ 6.51 2.57$ 8.01 3.17$ 10.09 4.22$ 11.63 11/2002
10/2017
5.21$ 8.91 0.00%
16Y 5.67 07/1999
06/2015
2.41$ 6.48 2.72$ 8.00 3.42$ 10.15 4.69$ 11.53 03/2003
02/2019
5.73$ 6.54 0.00%
17Y 5.88 01/1999
12/2015
2.64$ 6.79 3.05$ 8.22 3.82$ 10.01 5.06$ 11.91 02/2003
01/2020
6.76$ 6.75 0.00%
18Y 6.34 11/2000
10/2018
3.02$ 7.05 3.40$ 8.05 4.03$ 10.19 5.73$ 11.05 04/2003
03/2021
6.60$ 7.32 0.00%
19Y 6.58 07/1999
06/2018
3.35$ 6.90 3.55$ 8.09 4.38$ 10.18 6.31$ 11.45 04/2003
03/2022
7.84$ 7.80 0.00%
20Y 6.57 01/1999
12/2018
3.56$ 7.15 3.97$ 8.05 4.70$ 10.13 6.89$ 10.71 12/2002
11/2022
7.65$ 8.54 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -34.73 10/2001
09/2002
0.65$ -8.38 0.91$ 7.83 1.07$ 18.75 1.18$ 39.89 03/2003
02/2004
1.39$ -10.86 30.00%
2Y -25.69 11/2000
10/2002
0.55$ -7.19 0.86$ 7.81 1.16$ 15.11 1.32$ 29.72 03/2003
02/2005
1.68$ -7.21 24.46%
3Y -14.40 11/1999
10/2002
0.62$ -5.10 0.85$ 7.61 1.24$ 12.24 1.41$ 23.41 03/2003
02/2006
1.87$ -3.00 30.45%
4Y -10.75 03/1999
02/2003
0.63$ -2.01 0.92$ 6.62 1.29$ 11.83 1.56$ 22.39 03/2003
02/2007
2.24$ -4.25 27.56%
5Y -4.05 01/1999
12/2003
0.81$ 0.75 1.03$ 6.28 1.35$ 10.79 1.66$ 18.97 11/2002
10/2007
2.38$ 1.27 9.50%
6Y -0.47 01/1999
12/2004
0.97$ 2.34 1.14$ 5.91 1.41$ 10.03 1.77$ 13.26 07/2010
06/2016
2.11$ 2.57 0.43%
7Y -0.40 04/2002
03/2009
0.97$ 2.95 1.22$ 5.94 1.49$ 9.32 1.86$ 12.49 04/2009
03/2016
2.27$ 2.91 0.46%
8Y -1.87 03/2001
02/2009
0.86$ 3.32 1.29$ 5.97 1.58$ 9.22 2.02$ 11.74 03/2009
02/2017
2.42$ 3.68 3.88%
9Y -0.95 11/2000
10/2009
0.91$ 2.73 1.27$ 6.05 1.69$ 9.06 2.18$ 11.03 02/2011
01/2020
2.56$ 2.84 2.06%
10Y -0.44 03/1999
02/2009
0.95$ 1.97 1.21$ 6.30 1.84$ 8.90 2.34$ 10.93 02/2010
01/2020
2.82$ 5.13 2.20%
11Y 0.33 07/1999
06/2010
1.03$ 2.76 1.34$ 6.30 1.95$ 8.74 2.51$ 10.59 03/2009
02/2020
3.02$ 5.51 0.00%
12Y 1.37 01/1999
12/2010
1.17$ 3.25 1.46$ 6.21 2.06$ 8.62 2.69$ 10.17 05/2009
04/2021
3.19$ 5.72 0.00%
13Y 2.28 12/2000
11/2013
1.34$ 3.49 1.56$ 6.13 2.16$ 8.11 2.75$ 9.92 04/2009
03/2022
3.41$ 6.08 0.00%
14Y 2.20 01/1999
12/2012
1.35$ 3.95 1.72$ 6.22 2.32$ 7.69 2.82$ 9.72 03/2003
02/2017
3.66$ 6.36 0.00%
15Y 2.79 01/1999
12/2013
1.51$ 4.25 1.86$ 5.77 2.31$ 7.89 3.12$ 9.36 11/2002
10/2017
3.82$ 6.19 0.00%
16Y 3.29 11/2007
10/2023
1.67$ 4.06 1.88$ 5.77 2.45$ 7.88 3.36$ 9.31 03/2003
02/2019
4.15$ 4.05 0.00%
17Y 3.61 01/1999
12/2015
1.82$ 4.50 2.11$ 5.84 2.62$ 7.75 3.55$ 9.63 02/2003
01/2020
4.77$ 4.14 0.00%
18Y 4.14 01/1999
12/2016
2.07$ 4.77 2.31$ 5.59 2.66$ 7.72 3.81$ 8.82 04/2003
03/2021
4.58$ 4.73 0.00%
19Y 4.28 07/1999
06/2018
2.21$ 4.69 2.38$ 5.79 2.91$ 7.81 4.17$ 8.86 04/2003
03/2022
5.01$ 5.11 0.00%
20Y 4.30 01/1999
12/2018
2.32$ 4.87 2.58$ 5.76 3.06$ 7.40 4.16$ 7.99 12/2002
11/2022
4.65$ 5.82 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.88% +42.26%
Mar 2003 - Feb 2004
-33.74%
Oct 2001 - Sep 2002
23.45%
68 out of 290
US Inflation Adjusted +7.83% +39.89%
Mar 2003 - Feb 2004
-34.73%
Oct 2001 - Sep 2002
30.00%
87 out of 290
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 +9.92% +32.79%
Mar 2003 - Feb 2005
-24.15%
Nov 2000 - Oct 2002
19.78%
55 out of 278
US Inflation Adjusted +7.81% +29.72%
Mar 2003 - Feb 2005
-25.69%
Nov 2000 - Oct 2002
24.46%
68 out of 278
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
22.93%
61 out of 266
US Inflation Adjusted +7.61% +23.41%
Mar 2003 - Feb 2006
-14.40%
Nov 1999 - Oct 2002
30.45%
81 out of 266
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 +8.81% +25.69%
Mar 2003 - Feb 2007
-8.29%
Mar 1999 - Feb 2003
12.99%
33 out of 254
US Inflation Adjusted +6.62% +22.39%
Mar 2003 - Feb 2007
-10.75%
Mar 1999 - Feb 2003
27.56%
70 out of 254
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 +9.30% +22.44%
Nov 2002 - Oct 2007
-1.71%
Jan 1999 - Dec 2003
2.48%
6 out of 242
US Inflation Adjusted +6.28% +18.97%
Nov 2002 - Oct 2007
-4.05%
Jan 1999 - Dec 2003
9.50%
23 out of 242
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 +8.59% +15.18%
Jul 2010 - Jun 2016
+2.06%
Dec 2007 - Nov 2013
0.00%
0 out of 230
US Inflation Adjusted +5.91% +13.26%
Jul 2010 - Jun 2016
-0.47%
Jan 1999 - Dec 2004
0.43%
1 out of 230
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 +8.52% +14.33%
Apr 2009 - Mar 2016
+2.11%
Apr 2002 - Mar 2009
0.00%
0 out of 218
US Inflation Adjusted +5.94% +12.49%
Apr 2009 - Mar 2016
-0.40%
Apr 2002 - Mar 2009
0.46%
1 out of 218
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 +8.68% +13.67%
Mar 2009 - Feb 2017
+0.46%
May 2001 - Apr 2009
0.00%
0 out of 206
US Inflation Adjusted +5.97% +11.74%
Mar 2009 - Feb 2017
-1.87%
Mar 2001 - Feb 2009
3.88%
8 out of 206
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 +8.41% +12.99%
Feb 2011 - Jan 2020
+1.49%
Nov 2000 - Oct 2009
0.00%
0 out of 194
US Inflation Adjusted +6.05% +11.03%
Feb 2011 - Jan 2020
-0.95%
Nov 2000 - Oct 2009
2.06%
4 out of 194
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 +8.78% +12.88%
Feb 2010 - Jan 2020
+2.14%
Mar 1999 - Feb 2009
0.00%
0 out of 182
US Inflation Adjusted +6.30% +10.93%
Feb 2010 - Jan 2020
-0.44%
Mar 1999 - Feb 2009
2.20%
4 out of 182
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 +8.37% +12.60%
Mar 2009 - Feb 2020
+2.81%
Jul 1999 - Jun 2010
0.00%
0 out of 170
US Inflation Adjusted +6.30% +10.59%
Mar 2009 - Feb 2020
+0.33%
Jul 1999 - Jun 2010
0.00%
0 out of 170
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 158
US Inflation Adjusted +6.21% +10.17%
May 2009 - Apr 2021
+1.37%
Jan 1999 - Dec 2010
0.00%
0 out of 158
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 +8.27% +12.51%
Apr 2009 - Mar 2022
+4.63%
Dec 2000 - Nov 2013
0.00%
0 out of 146
US Inflation Adjusted +6.13% +9.92%
Apr 2009 - Mar 2022
+2.28%
Dec 2000 - Nov 2013
0.00%
0 out of 146
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 +8.31% +11.97%
Mar 2003 - Feb 2017
+4.73%
Jan 1999 - Dec 2012
0.00%
0 out of 134
US Inflation Adjusted +6.22% +9.72%
Mar 2003 - Feb 2017
+2.20%
Jan 1999 - Dec 2012
0.00%
0 out of 134
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 +8.01% +11.63%
Nov 2002 - Oct 2017
+5.26%
Jan 1999 - Dec 2013
0.00%
0 out of 122
US Inflation Adjusted +5.77% +9.36%
Nov 2002 - Oct 2017
+2.79%
Jan 1999 - Dec 2013
0.00%
0 out of 122
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 +8.00% +11.53%
Mar 2003 - Feb 2019
+5.67%
Jul 1999 - Jun 2015
0.00%
0 out of 110
US Inflation Adjusted +5.77% +9.31%
Mar 2003 - Feb 2019
+3.29%
Nov 2007 - Oct 2023
0.00%
0 out of 110
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 +8.22% +11.91%
Feb 2003 - Jan 2020
+5.88%
Jan 1999 - Dec 2015
0.00%
0 out of 98
US Inflation Adjusted +5.84% +9.63%
Feb 2003 - Jan 2020
+3.61%
Jan 1999 - Dec 2015
0.00%
0 out of 98
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 +8.05% +11.05%
Apr 2003 - Mar 2021
+6.34%
Nov 2000 - Oct 2018
0.00%
0 out of 86
US Inflation Adjusted +5.59% +8.82%
Apr 2003 - Mar 2021
+4.14%
Jan 1999 - Dec 2016
0.00%
0 out of 86
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 +8.09% +11.45%
Apr 2003 - Mar 2022
+6.58%
Jul 1999 - Jun 2018
0.00%
0 out of 74
US Inflation Adjusted +5.79% +8.86%
Apr 2003 - Mar 2022
+4.28%
Jul 1999 - Jun 2018
0.00%
0 out of 74
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 62
US Inflation Adjusted +5.76% +7.99%
Dec 2002 - Nov 2022
+4.30%
Jan 1999 - Dec 2018
0.00%
0 out of 62
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.