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XLU: Utilities Select Sector SPDR ETF (ETF)
Basic Info 58.72 0.95(1.64%) September 25
| Asset Class: | Utilities |
| MyPlanIQ Rating: | (37%) |
| Start Date: | 12/22/1998 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 1.42% |
| Expenses | 0.15% |
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Performance Analytics (As of 09/25/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.3 | -9.1 | -9.1 | 3.0 | 6.6 | 6.4 | 4.0 | 3.2 | 22.1 | 0.5 | 8.5 | 12.2 | -8.3 | 24.4 | 8.7 | -2.9 | 14.8 | 1.0 | 6.9 | -31.4 | 15.3 | 17.0 | 12.7 | 19.4 | 21.8 | -31.7 | -15.5 | 17.9 | -6.9 | 1.4 |
| SR | NA | -0.28 | -0.25 | 0.08 | 0.28 | 0.34 | NA | 0.1 | -0.1 | -1.39 | -1.11 | -1.38 | -1.55 | 0.43 | -0.79 | -2.2 | -0.22 | -1.16 | -0.57 | -1.39 | -0.39 | -0.47 | -0.57 | -0.02 | 0.15 | -1.59 | -1.92 | -2.21 | 0.93 | 5.65 |
| DD(%) | NA | 36.7 | 36.7 | 36.7 | 36.7 | 36.7 | NA | 55.7 | 5.5 | 9.7 | 8.3 | 13.2 | 17.1 | 9.2 | 12.0 | 10.9 | 11.7 | 10.2 | 24.5 | 41.1 | 12.3 | 8.3 | 11.9 | 9.4 | 17.6 | 46.7 | 19.0 | 16.7 | 12.6 | 1.2 |
| SD(%) | NA | 44.0 | 38.0 | 24.6 | 21.0 | 17.8 | NA | 19.8 | 11.4 | 15.2 | 9.8 | 15.8 | 17.3 | 13.6 | 12.4 | 9.9 | 16.7 | 15.1 | 20.5 | 36.7 | 17.5 | 11.5 | 14.5 | 12.0 | 16.6 | 32.4 | 19.5 | 22.9 | 19.5 | 18.8 |
| TR | NA | -0.13 | -0.1 | 0.02 | 0.06 | 0.06 | NA | 0.02 | -0.01 | -0.21 | -0.11 | -0.22 | -0.27 | 0.06 | -0.1 | -0.22 | -0.04 | -0.18 | -0.12 | -0.53 | -0.07 | -0.05 | -0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | NA | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | 0.0 | -0.01 | -0.04 | -0.02 | -0.01 | -0.04 | -0.02 | -0.03 | -0.01 | -0.01 | -0.01 | 0.0 | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | NA | 0.98 | 0.99 | 1.01 | 1.0 | 1.01 | 1.01 | 1.02 | 0.99 | 0.98 | 0.95 | 0.98 | 0.94 | 0.96 | 0.93 | 1.02 | 0.99 | 1.02 | NA | NA | NA | NA | NA | NA |
| RS | NA | 1.0 | 0.99 | 0.99 | 0.99 | 0.98 | NA | 0.67 | 0.97 | 0.98 | 0.95 | 0.98 | 0.98 | 0.97 | 0.96 | 0.94 | 0.97 | 0.96 | 0.95 | 0.95 | 0.88 | 0.93 | 0.95 | 0.84 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1998
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Best ETFs
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- PSCU (PowerShares S&P SmallCap Utilities ETF) 1.34% (33%)
- DBU (WisdomTree Global ex-US Utilities ETF) (25%)
Best Closed End Funds
- BUI (BlackRock Utility & Infrastruc) 0.91% (70%)
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- GUT (Gabelli Utility Trust) 0.52% (47%)
- GLU (Gabelli Global Utility & Income) 0.32% (34%)
- UTG (Reaves Utility Income) 1.42% (22%)
- DPG (Duff & Phelps Global Utility Income Fund) 0.50% (18%)
- MFD (MQ/FT Global Infrast Util Div&Inc) 0.80% (15%)
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