Performance analysis of XLUI (Select Sector SPDR Trust The The Utilities Premium Income Fund)
Annual Return
Since Jul 30, 2025, XLUI has had an average annual return of +6.61%, underperforming the benchmark SPY, which returned +23.96% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.01% | +0.51% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.64% | +5.98% | -0.70% | +2.58% | -3.21% | -1.11% | +5.01% | ||||||
| 2025 | +0.25% | -0.19% | +2.66% | +0.07% | +1.49% | -3.65% | +0.51% |
Drawdown analysis of XLUI (Select Sector SPDR Trust The The Utilities Premium Income Fund)
The maximum drawdown for the XLUI was -6.01%, occurring on Jan 7, 2026. Recovery took 26 trading sessions.
The current XLUI drawdown is -4.57%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -6.01% | Oct 15, 2025 | 57 | Jan 7, 2026 | 26 | Feb 13, 2026 | 83 |
| -5.82% | Apr 9, 2026 | 36 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -4.20% | Mar 17, 2026 | 3 | Mar 20, 2026 | 12 | Apr 8, 2026 | 15 |
| -3.34% | Aug 22, 2025 | 10 | Sep 8, 2025 | 5 | Sep 15, 2025 | 15 |
| -1.61% | Sep 15, 2025 | 1 | Sep 16, 2025 | 5 | Sep 23, 2025 | 6 |
| -1.19% | Mar 2, 2026 | 7 | Mar 11, 2026 | 3 | Mar 16, 2026 | 10 |
| -0.76% | Aug 13, 2025 | 3 | Aug 18, 2025 | 4 | Aug 22, 2025 | 7 |
| -0.67% | Aug 4, 2025 | 2 | Aug 6, 2025 | 4 | Aug 12, 2025 | 6 |
| -0.57% | Sep 24, 2025 | 1 | Sep 25, 2025 | 1 | Sep 26, 2025 | 2 |
| -0.36% | Feb 13, 2026 | 2 | Feb 18, 2026 | 1 | Feb 19, 2026 | 3 |
| -0.19% | Feb 25, 2026 | 1 | Feb 26, 2026 | 1 | Feb 27, 2026 | 2 |
| -0.15% | Oct 9, 2025 | 1 | Oct 10, 2025 | 1 | Oct 13, 2025 | 2 |
| -0.07% | Oct 1, 2025 | 1 | Oct 2, 2025 | 1 | Oct 3, 2025 | 2 |