(XLU) Utilities Sector SPDR - Performance 21.5% in 12m
XLU performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
64.39%
#8 in Peer-Group
Rel. Strength
68.79%
#2319 in Stock-Universe
Total Return 12m
21.50%
#7 in Peer-Group
Total Return 5y
68.95%
#7 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 82.20 USD |
| 52 Week Low | 65.74 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 48.29 |
| Buy/Sell Signal +-5 | -0.39 |
| Support / Resistance | Levels |
|---|---|
| Support | 81.2, 80.1, 78.9, 78.1, 76.8, 75.6, 74.6 |
| Resistance |
12m Total Return: XLU (21.5%) vs SPY (14%)
5y Drawdown (Underwater) Chart
Top Performer in Utilities
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| UTES NYSE ARCA Virtus Reaves Utilities |
4.39% | 46.8% | 137% | - | - | - | - | - |
| FXU NYSE ARCA First Trust Utilities |
-0.99% | 29.9% | 85.7% | - | - | - | - | - |
| RSPU NYSE ARCA Invesco SP500 Equal Weight |
-0.94% | 24.2% | 81.3% | - | - | - | - | - |
| IDU NYSE ARCA iShares U.S. Utilities |
-0.28% | 20.3% | 69.7% | - | - | - | - | - |
| FUTY NYSE ARCA Fidelity MSCI Utilities |
0.22% | 21.4% | 67.8% | - | - | - | - | - |
| XLU NYSE ARCA Utilities Sector SPDR Fund |
0.28% | 21.5% | 69% | - | - | - | - | - |
| VPU NYSE ARCA Vanguard Utilities Shares |
0.24% | 21.4% | 67.1% | - | - | - | - | - |
Performance Comparison: XLU vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for XLU
| Total Return (including Dividends) | XLU | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 0.28% | 4.33% | 4.33% |
| 3 Months | 5.79% | 8.76% | 8.76% |
| 12 Months | 21.50% | 13.95% | 13.95% |
| 5 Years | 68.95% | 116.91% | 116.91% |
| Trend Score (consistency of price movement) | XLU | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -8.7% | 79.1% | 79.1% |
| 3 Months | 82% | 91.7% | 91.7% |
| 12 Months | 66.6% | 44% | 44% |
| 5 Years | 77.4% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th9.09 | -3.89% | -3.89% |
| 3 Month | %th18.18 | -2.72% | -2.72% |
| 12 Month | %th72.73 | 6.62% | 6.62% |
| 5 Years | %th0.00 | -22.11% | -22.11% |
FAQs
Does Utilities Sector SPDR (XLU) outperform the market?
Yes,
over the last 12 months XLU made 21.50%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.95%.
Over the last 3 months XLU made 5.79%, while SPY made 8.76%.
Performance Comparison XLU vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
XLU vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.1% | -4.1% | 4.5% | 8% |
| US NASDAQ 100 | QQQ | -2.8% | -5% | 3.3% | 7% |
| German DAX 40 | DAX | -1.5% | 1.1% | -11.5% | -10% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.9% | -2.6% | 7.2% | 4% |
| Hongkong Hang Seng | HSI | -3.4% | -7.1% | -13% | -15% |
| India NIFTY 50 | INDA | -2.3% | -2.2% | 3.2% | 21% |
| Brasil Bovespa | EWZ | -0.3% | -2.1% | -18.7% | 13% |
XLU vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.6% | -5.7% | -1.9% | -4% |
| Consumer Discretionary | XLY | -2.6% | -0.7% | 12.8% | 2% |
| Consumer Staples | XLP | 1.3% | 1.8% | 5.6% | 14% |
| Energy | XLE | 4.7% | -3.7% | 5.9% | 24% |
| Financial | XLF | -2.1% | -2.1% | 1.1% | -7% |
| Health Care | XLV | -0.1% | -1.5% | 11.2% | 28% |
| Industrial | XLI | -2% | -2.5% | -2.4% | -1% |
| Materials | XLB | -0.8% | -1% | 3.9% | 20% |
| Real Estate | XLRE | 2.2% | -0.2% | 5.4% | 10% |
| Technology | XLK | -3.1% | -7.9% | 2.5% | 10% |
| Utilities | XLU | 0% | 0% | 0% | 0% |
| Aerospace & Defense | XAR | -4.3% | -8.7% | -16% | -29% |
| Biotech | XBI | 0.6% | -4.4% | 17.5% | 32% |
| Homebuilder | XHB | -2.6% | -1.7% | 14.2% | 23% |
| Retail | XRT | 0.7% | -1.2% | 12.2% | 17% |
XLU vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 13.2% | -8.64% | 9.18% | 30% |
| Natural Gas | UNG | 7.7% | 3.4% | 3.5% | 30% |
| Gold | GLD | 4.3% | 1.4% | -16.4% | -19% |
| Silver | SLV | 1.7% | -7.6% | -13.5% | -2% |
| Copper | CPER | -3.2% | -6.5% | -14.4% | 4% |
XLU vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.3% | -2% | 6.3% | 24% |
| iShares High Yield Corp. Bond | HYG | 0.7% | -1.4% | 3.7% | 11% |