Performance analysis of XLU (STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF)
Annual Return
Over the past 3 years, XLU has had an average annual return of +12.86%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, XLU has had an average annual return of +9.99%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, XLU has had an average annual return of +8.86%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Nov 1, 1999, XLU has had an average annual return of +7.89%, underperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.67% | +16.01% | +23.28% | -7.17% | +1.42% | +17.69% | +0.57% | +25.92% | +3.92% | +12.03% | +16.05% | -4.91% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +28.73% | +13.05% | +1.04% | +19.62% | +5.30% | +11.72% | -28.92% | +18.41% | +21.13% | +16.37% | +23.59% | +26.44% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -28.77% | -12.99% | +23.41% | -5.71% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.31% | +10.36% | -3.19% | +2.09% | -5.19% | +2.72% | -0.88% | +6.67% | |||||
| 2025 | +2.89% | +1.72% | +0.24% | +0.06% | +3.83% | +0.37% | +4.91% | -1.58% | +4.12% | +2.17% | +1.72% | -5.09% | +16.01% |
| 2024 | -2.97% | +1.06% | +6.59% | +1.66% | +8.96% | -5.55% | +6.82% | +4.81% | +6.60% | -1.08% | +3.78% | -7.98% | +23.28% |
| 2023 | -2.00% | -5.92% | +4.90% | +1.91% | -5.87% | +1.60% | +2.49% | -6.13% | -5.64% | +1.29% | +5.14% | +1.86% | -7.17% |
| 2022 | -3.26% | -1.91% | +10.34% | -4.30% | +4.31% | -4.91% | +5.45% | +0.53% | -11.29% | +1.94% | +6.96% | -0.49% | +1.42% |
| 2021 | -0.88% | -6.10% | +10.55% | +4.18% | -2.34% | -2.22% | +4.33% | +3.90% | -6.09% | +4.74% | -1.70% | +9.69% | +17.69% |
| 2020 | +6.75% | -9.86% | -9.95% | +3.34% | +4.24% | -4.68% | +7.80% | -2.60% | +1.09% | +5.05% | +0.74% | +0.63% | +0.57% |
| 2019 | +3.48% | +4.11% | +2.79% | +0.93% | -0.78% | +3.18% | -0.13% | +5.09% | +4.25% | -0.76% | -1.87% | +3.29% | +25.92% |
| 2018 | -3.11% | -3.88% | +3.79% | +2.04% | -1.11% | +2.81% | +1.60% | +1.29% | -0.65% | +1.98% | +3.54% | -3.99% | +3.92% |
| 2017 | +1.25% | +5.27% | -0.14% | +0.76% | +4.14% | -2.71% | +2.43% | +3.29% | -2.76% | +3.90% | +2.68% | -6.06% | +12.03% |
Drawdown analysis of XLU (STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF)
The maximum drawdown for the XLU was -51.96%, occurring on Oct 9, 2002. Recovery took 587 trading sessions.
The current XLU drawdown is -4.59%.
Since Nov 1, 1999 XLU has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.96% | May 21, 2001 | 346 | Oct 9, 2002 | 587 | Feb 8, 2005 | 933 |
| -46.49% | Dec 10, 2007 | 312 | Mar 9, 2009 | 825 | Jun 14, 2012 | 1137 |
| -36.03% | Feb 18, 2020 | 24 | Mar 23, 2020 | 346 | Aug 5, 2021 | 370 |
| -25.26% | Sep 12, 2022 | 265 | Oct 2, 2023 | 209 | Aug 1, 2024 | 474 |
| -21.46% | Nov 1, 1999 | 80 | Feb 25, 2000 | 75 | Jun 13, 2000 | 155 |
| -15.71% | Apr 8, 2022 | 48 | Jun 17, 2022 | 38 | Aug 12, 2022 | 86 |
| -15.69% | Jan 29, 2015 | 152 | Sep 4, 2015 | 126 | Mar 8, 2016 | 278 |
| -15.59% | Nov 14, 2017 | 58 | Feb 8, 2018 | 179 | Oct 24, 2018 | 237 |
| -13.25% | Dec 13, 2000 | 68 | Mar 23, 2001 | 40 | May 21, 2001 | 108 |
| -12.44% | Jul 6, 2016 | 92 | Nov 14, 2016 | 87 | Mar 22, 2017 | 179 |
| -12.05% | Apr 30, 2013 | 36 | Jun 20, 2013 | 165 | Feb 14, 2014 | 201 |
| -11.86% | Oct 3, 2005 | 13 | Oct 20, 2005 | 186 | Jul 19, 2006 | 199 |
| -11.73% | May 18, 2007 | 48 | Jul 27, 2007 | 67 | Oct 31, 2007 | 115 |
| -10.51% | Nov 29, 2024 | 87 | Apr 8, 2025 | 27 | May 16, 2025 | 114 |
| -9.94% | Jul 30, 2012 | 75 | Nov 15, 2012 | 70 | Feb 28, 2013 | 145 |
| -9.24% | Jun 30, 2014 | 26 | Aug 6, 2014 | 54 | Oct 22, 2014 | 80 |
| -9.19% | Oct 15, 2025 | 57 | Jan 7, 2026 | 26 | Feb 13, 2026 | 83 |
| -9.15% | Dec 31, 2021 | 36 | Feb 23, 2022 | 8 | Mar 7, 2022 | 44 |
| -9.08% | Feb 27, 2026 | 64 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -8.66% | Dec 13, 2018 | 7 | Dec 24, 2018 | 39 | Feb 21, 2019 | 46 |
| -8.60% | Sep 2, 2021 | 17 | Sep 28, 2021 | 53 | Dec 13, 2021 | 70 |
| -7.45% | Jun 13, 2000 | 13 | Jun 30, 2000 | 46 | Sep 6, 2000 | 59 |
| -6.09% | Oct 16, 2024 | 13 | Nov 4, 2024 | 16 | Nov 26, 2024 | 29 |
| -5.78% | Apr 1, 2016 | 14 | Apr 21, 2016 | 30 | Jun 3, 2016 | 44 |
| -5.48% | Sep 26, 2019 | 32 | Nov 11, 2019 | 28 | Dec 20, 2019 | 60 |