Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XLU (Utilities Select Sector SPDR Fund) | 9.65% | 23.12% | 8.97% | 10.82% | 10.31% | 11.06% | 8.52% | 7.58% |
Data as of 07/03/2025, AR inception is 12/22/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XLU (Utilities Select Sector SPDR Fund) | 12/22/1998 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.83 | 23.12 | 8.97 | 10.82 | 10.31 | 11.06 | 8.52 | 7.58 | 9.65 | 23.31 | -7.17 | 1.45 | 17.71 | 0.51 | 25.91 | 3.92 | 12.03 | 16.06 | -4.91 | 28.73 | 13.05 | 1.04 | 19.62 | 5.30 | 11.71 | -28.93 | 18.41 | 20.90 | 16.37 | 23.58 | 26.44 | -28.77 | -12.98 | 22.48 | -6.93 | 1.36 |
| Sharpe Ratio | NA | 1.15 | 0.24 | 0.48 | 0.46 | NA | NA | 0.31 | 0.90 | 1.27 | -0.62 | 0.00 | 1.18 | 0.01 | 2.15 | 0.17 | 1.17 | 1.00 | -0.29 | 2.12 | 1.06 | 0.10 | 1.18 | 0.35 | 0.57 | -0.81 | 0.88 | 1.56 | 0.97 | 1.90 | 1.55 | -0.92 | -0.81 | 0.80 | -0.53 | 3.88 |
| Standard Deviation(%) | NA | 17.25 | 18.28 | 17.66 | 19.38 | NA | NA | 19.39 | 18.97 | 15.49 | 17.74 | 21.38 | 15.02 | 38.49 | 11.39 | 15.18 | 9.76 | 15.83 | 17.11 | 13.54 | 12.31 | 9.65 | 16.65 | 15.03 | 20.30 | 36.69 | 17.49 | 11.29 | 14.47 | 11.91 | 16.57 | 32.36 | 19.25 | 22.83 | 19.46 | 18.77 |
| Draw Down(%) | NA | 10.50 | 25.26 | 25.26 | 36.07 | NA | NA | 52.25 | 8.30 | 9.69 | 20.20 | 20.72 | 8.95 | 36.07 | 5.48 | 9.72 | 7.47 | 12.44 | 15.69 | 9.24 | 12.04 | 9.94 | 11.25 | 9.37 | 24.53 | 39.68 | 11.73 | 7.63 | 11.86 | 8.64 | 17.59 | 45.09 | 17.78 | 16.71 | 12.59 | 1.17 |
| Yield(%) | 0.00 | 3.33 | 3.16 | 3.70 | 4.59 | 6.24 | 5.10 | 4.85 | 1.46 | 3.49 | 3.04 | 2.90 | 3.27 | 3.09 | 3.67 | 3.37 | 3.62 | 3.84 | 3.35 | 4.03 | 4.12 | 4.09 | 4.34 | 4.09 | 4.28 | 2.93 | 2.97 | 3.50 | 3.67 | 3.76 | 4.07 | 3.24 | 2.69 | 4.23 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 12/22/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLU (Utilities Select Sector SPDR Fund) |
-12.42%
Oct 1999 - Oct 2002 |
-1.80%
Jun 1999 - Jun 2004 |
1.87%
Feb 1999 - Feb 2009 |
5.33%
Nov 2000 - Nov 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLU (Utilities Select Sector SPDR Fund) |
26.85%
Feb 2003 - Feb 2006 |
22.44%
Oct 2002 - Oct 2007 |
12.88%
Jan 2010 - Jan 2020 |
11.63%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart