XLU (NYSE ARCA) - Utilities Select Sector SPDR Fund
Exchange: USA Stocks • Country: USA • Currency: USD • Type: Etf • ISIN: US81369Y8865 • Utilities
In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: electric utilities; water utilities; multi-utilities; independent power and renewable electricity producers; and gas utilities. The fund is non-diversified. ‣ Company URL: http://www.spdrs.com ‣ Domicile: United States
Drawdown (Underwater) Chart
External Links for XLU (NYSE ARCA) - Utilities...
Classification
| Market Cap in USD | 14,289m |
| Category | Utilities |
| TER | 0.10% |
| IPO / Inception | 1998-12-16 |
Ratings
| Fundamental | - |
| Dividend | 6.31 |
| Performance 5y | 3.81 |
| Rel. Performance vs Sector | - |
| Analysts | - |
| Fair Price Total Ret. | 56.06 |
| Fair Price DCF | todo |
Technical
| Growth TTM | -9.85% |
| CAGR 5y | 6.08% |
| CAGR / Mean Drawdown 5y | 0.87 |
| Sharpe Ratio TTM | -0.79 |
| Alpha vs SP500 TTM | -24.02 |
| Beta vs SP500 5y weekly | 0.74 |
| CAPM | 6.96% |
| Average Daily Range 2m | 1.37% |
| Reversal Oscillator | 4.10 |
| Volatility GJR Garch 1y | 15.34% |
| Price / SMA 50 | -5.89% |
| Price / SMA 200 | -8.71% |
| Current Volume | 26021.1k |
| Average Volume 20d | 14956.5k |
Dividends
| Yield TTM | 3.53% |
| Yield on Cost 5y | 4.73% |
| Dividends CAGR 5y | 3.17% |
| Consistency of Dividends all time | 97.8% |