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XLU: Utilities Select Sector SPDR ETF (ETF)
Basic Info 64.36 1.29(1.96%) March 22
| Asset Class: | Utilities |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 12/22/1998 |
| Last Dividend Date: | 12/19/2022 |
| 12-Mo. Yield | 2.84% |
| Expenses | 0.15% |
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Performance Analytics (As of 03/22/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -4.2 | -8.7 | -6.2 | 14.9 | 9.2 | 9.1 | 7.6 | 6.9 | 2.3 | 19.5 | 0.6 | 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 | -1.53 | -0.24 | 0.37 | 0.38 | 0.47 | NA | 0.3 | 0.04 | 1.3 | 0.01 | 1.82 | -0.06 | 0.8 | 0.76 | -0.48 | 1.79 | 0.7 | -0.31 | 0.89 | 0.06 | 0.33 | -0.88 | 0.7 | 1.2 | 0.73 | 1.54 | 1.27 | -1.01 | -0.93 | 0.61 | -0.52 | 3.91 |
| DD(%) | NA | 11.3 | 20.7 | 21.3 | 36.0 | 36.0 | NA | 52.2 | 20.7 | 9.0 | 36.0 | 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 | 18.4 | 21.6 | 23.2 | 22.5 | 18.8 | NA | 19.6 | 21.4 | 15.0 | 38.5 | 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 | -0.28 | -0.05 | 0.09 | 0.09 | 0.09 | NA | 0.06 | 0.01 | 0.19 | 0.0 | 0.21 | -0.01 | 0.08 | 0.12 | -0.08 | 0.24 | 0.09 | -0.03 | 0.16 | 0.01 | 0.07 | -0.34 | 0.13 | 0.14 | 0.11 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | -0.02 | -0.01 | -0.02 | -0.01 | -0.01 | -0.02 | -0.02 | -0.01 | -0.02 | -0.01 | -0.02 | 0.0 | -0.02 | 0.0 | 0.0 | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 1.01 | 1.0 | 1.0 | 0.99 | 1.0 | NA | 0.98 | 1.0 | 1.0 | 0.99 | 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 | 0.99 | NA | 0.7 | 0.99 | 0.97 | 1.0 | 0.97 | 0.98 | 0.95 | 0.98 | 0.98 | 0.98 | 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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Top Rated Funds in Utilities
Best Mutual Funds
- FKUTX (Franklin Utilities A) (97%)
- FUGIX (Fidelity Advisor Utilities I) 1.95% (77%)
- FSUTX (Fidelity Select Utilities Portfolio) 1.95% (76%)
- FIUIX (Fidelity Telecom and Utilities) 1.70% (74%)
- IMUIX (ING MFS Utilities Port I) (68%)
- MMUIX (MFS Utilities I) (65%)
- EVUYX (Wells Fargo Advantage Utility&Telecom I) 2.02% (65%)
- JEUTX (JHVIT Utilities Trust Ser I) (65%)
- VUIAX (Vanguard Utilities Index Adm) 2.02% (65%)
- BULIX (American Century Utilities Inv) 2.12% (64%)
Best ETFs
- XLU (Utilities Select Sector SPDR ETF) 1.96% (96%)
- FXU (First Trust Utilities AlphaDEX ETF) 2.47% (89%)
- IDU (iShares US Utilities) 1.98% (89%)
- JXI (iShares Global Utilities) 1.08% (85%)
- PUI (PowerShares DWA Utilities Momentum ETF) 2.11% (82%)
- RYU (Guggenheim S&P 500 Eq Wt Utilities ETF) 2.17% (80%)
- VPU (Vanguard Utilities ETF) 2.00% (79%)
- IPU (SPDR S&P International Utls Sect ETF) (34%)
- DBU (WisdomTree Global ex-US Utilities ETF) (25%)
- PSCU (PowerShares S&P SmallCap Utilities ETF) 1.91% (20%)
Best Closed End Funds
- UTF (Cohen & Steers Infrastructure) 1.10% (100%)
- DNP (DNP Select Income) 0.09% (99%)
- GLU (Gabelli Global Utility & Income) 0.51% (99%)
- GUT (Gabelli Utility Trust) 1.28% (98%)
- MFD (MQ/FT Global Infrast Util Div&Inc) 1.26% (98%)
- UTG (Reaves Utility Income) 1.58% (97%)
- BUI (BlackRock Utility & Infrastruc) 0.57% (23%)
- DPG (Duff & Phelps Global Utility Income Fund) 2.75% (22%)
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