Consolidated Returns as of 30 April 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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.85% |
+42.26%
Mar 2003 - Feb 2004 |
-33.74%
Oct 2001 - Sep 2002 |
23.55%
69 out of 293 |
US Inflation Adjusted | +7.82% |
+39.89%
Mar 2003 - Feb 2004 |
-34.73%
Oct 2001 - Sep 2002 |
30.72%
90 out of 293 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.79% |
+32.79%
Mar 2003 - Feb 2005 |
-24.15%
Nov 2000 - Oct 2002 |
20.64%
58 out of 281 |
US Inflation Adjusted | +7.79% |
+29.72%
Mar 2003 - Feb 2005 |
-25.69%
Nov 2000 - Oct 2002 |
25.27%
71 out of 281 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.91% |
+26.85%
Mar 2003 - Feb 2006 |
-12.24%
Nov 1999 - Oct 2002 |
22.68%
61 out of 269 |
US Inflation Adjusted | +7.60% |
+23.41%
Mar 2003 - Feb 2006 |
-14.40%
Nov 1999 - Oct 2002 |
31.23%
84 out of 269 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.80% |
+25.69%
Mar 2003 - Feb 2007 |
-8.29%
Mar 1999 - Feb 2003 |
12.84%
33 out of 257 |
US Inflation Adjusted | +6.48% |
+22.39%
Mar 2003 - Feb 2007 |
-10.75%
Mar 1999 - Feb 2003 |
27.63%
71 out of 257 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.29% |
+22.44%
Nov 2002 - Oct 2007 |
-1.71%
Jan 1999 - Dec 2003 |
2.45%
6 out of 245 |
US Inflation Adjusted | +6.21% |
+18.97%
Nov 2002 - Oct 2007 |
-4.05%
Jan 1999 - Dec 2003 |
9.39%
23 out of 245 |
Annualized Rolling Returns - 6 Years (72 months)
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 233 |
US Inflation Adjusted | +5.89% |
+13.26%
Jul 2010 - Jun 2016 |
-0.47%
Jan 1999 - Dec 2004 |
0.43%
1 out of 233 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.47% |
+14.33%
Apr 2009 - Mar 2016 |
+2.11%
Apr 2002 - Mar 2009 |
0.00%
0 out of 221 |
US Inflation Adjusted | +5.90% |
+12.49%
Apr 2009 - Mar 2016 |
-0.40%
Apr 2002 - Mar 2009 |
0.45%
1 out of 221 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.67% |
+13.67%
Mar 2009 - Feb 2017 |
+0.46%
May 2001 - Apr 2009 |
0.00%
0 out of 209 |
US Inflation Adjusted | +5.92% |
+11.74%
Mar 2009 - Feb 2017 |
-1.87%
Mar 2001 - Feb 2009 |
3.83%
8 out of 209 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.40% |
+12.99%
Feb 2011 - Jan 2020 |
+1.49%
Nov 2000 - Oct 2009 |
0.00%
0 out of 197 |
US Inflation Adjusted | +6.02% |
+11.03%
Feb 2011 - Jan 2020 |
-0.95%
Nov 2000 - Oct 2009 |
2.03%
4 out of 197 |
Annualized Rolling Returns - 10 Years (120 months)
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 185 |
US Inflation Adjusted | +6.28% |
+10.93%
Feb 2010 - Jan 2020 |
-0.44%
Mar 1999 - Feb 2009 |
2.16%
4 out of 185 |
Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.35% |
+12.60%
Mar 2009 - Feb 2020 |
+2.81%
Jul 1999 - Jun 2010 |
0.00%
0 out of 173 |
US Inflation Adjusted | +6.26% |
+10.59%
Mar 2009 - Feb 2020 |
+0.33%
Jul 1999 - Jun 2010 |
0.00%
0 out of 173 |
Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.40% |
+12.27%
Feb 2003 - Jan 2015 |
+3.88%
Jan 1999 - Dec 2010 |
0.00%
0 out of 161 |
US Inflation Adjusted | +6.20% |
+10.17%
May 2009 - Apr 2021 |
+1.37%
Jan 1999 - Dec 2010 |
0.00%
0 out of 161 |
Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.31% |
+12.51%
Apr 2009 - Mar 2022 |
+4.63%
Dec 2000 - Nov 2013 |
0.00%
0 out of 149 |
US Inflation Adjusted | +6.22% |
+9.92%
Apr 2009 - Mar 2022 |
+2.28%
Dec 2000 - Nov 2013 |
0.00%
0 out of 149 |
Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.45% |
+11.97%
Mar 2003 - Feb 2017 |
+4.73%
Jan 1999 - Dec 2012 |
0.00%
0 out of 137 |
US Inflation Adjusted | +6.27% |
+9.72%
Mar 2003 - Feb 2017 |
+2.20%
Jan 1999 - Dec 2012 |
0.00%
0 out of 137 |
Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.05% |
+11.63%
Nov 2002 - Oct 2017 |
+5.26%
Jan 1999 - Dec 2013 |
0.00%
0 out of 125 |
US Inflation Adjusted | +5.78% |
+9.36%
Nov 2002 - Oct 2017 |
+2.79%
Jan 1999 - Dec 2013 |
0.00%
0 out of 125 |
Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.95% |
+11.53%
Mar 2003 - Feb 2019 |
+5.67%
Jul 1999 - Jun 2015 |
0.00%
0 out of 113 |
US Inflation Adjusted | +5.72% |
+9.31%
Mar 2003 - Feb 2019 |
+3.29%
Nov 2007 - Oct 2023 |
0.00%
0 out of 113 |
Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.11% |
+11.91%
Feb 2003 - Jan 2020 |
+5.88%
Jan 1999 - Dec 2015 |
0.00%
0 out of 101 |
US Inflation Adjusted | +5.72% |
+9.63%
Feb 2003 - Jan 2020 |
+3.61%
Jan 1999 - Dec 2015 |
0.00%
0 out of 101 |
Annualized Rolling Returns - 18 Years (216 months)
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 89 |
US Inflation Adjusted | +5.55% |
+8.82%
Apr 2003 - Mar 2021 |
+4.14%
Jan 1999 - Dec 2016 |
0.00%
0 out of 89 |
Annualized Rolling Returns - 19 Years (228 months)
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 77 |
US Inflation Adjusted | +5.77% |
+8.86%
Apr 2003 - Mar 2022 |
+4.28%
Jul 1999 - Jun 2018 |
0.00%
0 out of 77 |
Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.24% |
+10.71%
Dec 2002 - Nov 2022 |
+6.57%
Jan 1999 - Dec 2018 |
0.00%
0 out of 65 |
US Inflation Adjusted | +5.77% |
+7.99%
Dec 2002 - Nov 2022 |
+4.30%
Jan 1999 - Dec 2018 |
0.00%
0 out of 65 |
To obtain comprehensive information, please consult the Utilities Select Sector SPDR Fund (XLU) ETF: Historical Returns page.