Performance of XLU Utilities Sector SPDR F.. | -1.3% in 12m
Compare XLU with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?
Compare Utilities Sector SPDR F.. with its related Sector/Index XLU
Performance Duell XLU vs XLU
| TimeFrame | XLU | XLU |
|---|---|---|
| 1 Day | 0.60% | 0.60% |
| 1 Week | 4.15% | 4.15% |
| 1 Month | 4.02% | 4.02% |
| 3 Months | 12.3% | 12.25% |
| 6 Months | 15.1% | 15.09% |
| 12 Months | -1.33% | -1.33% |
| YTD | 4.73% | 4.73% |
| Rel. Perf. 1m | 0.00 | |
| Rel. Perf. 3m | 0.00 | |
| Rel. Perf. 6m | 0.00 | |
| Rel. Perf. 12m | 0.00 |
Is Utilities Sector SPDR F.. a good stock to buy?
Neither. Based on ValueRay Analyses, Utilities Sector SPDR F.. is currently (April 2024)
neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 3.38 and therefor a neutral rating according to historical growth.
Based on ValueRays Technical Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of XLU as of April 2024 is 61.73. This means that XLU is currently overvalued and has a potential downside of -7.51%.
Based on ValueRays Technical Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of XLU as of April 2024 is 61.73. This means that XLU is currently overvalued and has a potential downside of -7.51%.
Is XLU a buy, sell or hold?
Utilities Sector SPDR F.. has no consensus analysts rating. ValueRay therefore judges the recommendation based on the last 12 Month Returns of -1.33%.
In compare to Utilities Sector SPDR Fund, XLU made 0% less over the last 12 months. Due to the inline performance, it is recommend to hold XLU.
In compare to Utilities Sector SPDR Fund, XLU made 0% less over the last 12 months. Due to the inline performance, it is recommend to hold XLU.
Values above 0%: XLU is performing better - Values below 0%: XLU is underperforming
Compare XLU with Broad Market Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.18% | 6.78% | -5.07% | -25.59% |
| US NASDAQ 100 | QQQ | 3.99% | 8.12% | -4.13% | -37.23% |
| US Dow Jones Industrial 30 | DIA | 2.19% | 6.13% | -1.99% | -17.02% |
| German DAX 40 | DBXD | 2.38% | 5.06% | -6.39% | -14.67% |
| UK FTSE 100 | ISFU | 1.97% | 3.91% | 2.05% | -6.59% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.63% | 4.64% | 15.39% | 13.48% |
| Hongkong Hang Seng | HSI | -1.65% | 5.61% | 21.93% | 19.71% |
| Japan Nikkei 225 | EXX7 | 4.28% | 10.30% | -1.90% | -19.87% |
| India NIFTY 50 | INDA | 2.11% | 1.11% | -3.79% | -30.99% |
| Brasil Bovespa | EWZ | 1.43% | 7.93% | 8.94% | -18.72% |
XLU Utilities Sector SPDR F.. vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.05% | 4.88% | -5.01% | -42.91% |
| Consumer Discretionary | XLY | 3.07% | 8.37% | 1.15% | -20.46% |
| Consumer Staples | XLP | 0.67% | 3.36% | 1.27% | -2.98% |
| Energy | XLE | 1.96% | 0.88% | 3.27% | -16.67% |
| Financial | XLF | 0.55% | 4.36% | -13.64% | -27.62% |
| Health Care | XLV | 2.40% | 7.04% | 3.85% | -7.35% |
| Industrial | XLI | 3.34% | 5.88% | -9.32% | -24.42% |
| Materials | XLB | 4.89% | 7.37% | -3.41% | -12.29% |
| Real Estate | XLRE | 1.60% | 8.78% | 1.70% | -3.67% |
| Technology | XLK | 4.56% | 9.05% | -5.20% | -37.04% |
| Utilities | XLU | - | - | - | - |
| Aerospace & Defense | XAR | 2.23% | 6.97% | -3.27% | -18.39% |
| Biotech | XBI | 4.99% | 13.44% | -10.05% | -4.70% |
| Homebuilder | XHB | 2.31% | 10.33% | -30.12% | -50.04% |
| Retail | XRT | 1.52% | 9.27% | -9.59% | -18.81% |
Does Utilities Sector SPDR F.. outperform its market, is XLU a Sector Leader?
No, over the last 12 months Utilities Sector SPDR F.. (XLU) made -1.33%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made -1.33%.
Over the last 3 months XLU made 12.25%, while XLU made 12.25%.
No, over the last 12 months Utilities Sector SPDR F.. (XLU) made -1.33%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made -1.33%.
Over the last 3 months XLU made 12.25%, while XLU made 12.25%.
| Period | XLU | XLU | S&P 500 |
|---|---|---|---|
| 1 Month | 4.02% | 4.02% | -2.76% |
| 3 Months | 12.25% | 12.25% | 4.45% |
| 12 Months | -1.33% | -1.33% | 24.26% |