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The Utilities Select Sector SPDR Fund (XLU)

79.91 +0.82 (+1.04%)
At close: October 31 at 4:00 PM EDT
79.92 +0.01 (+0.01%)
After hours: October 31 at 7:50 PM EDT

Performance Overview: XLU

Trailing returns as of 10/31/2024. Category is Utilities.

YTD Return

XLU
29.09%
Category
25.99%

1-Year Return

XLU
38.26%
Category
37.28%

3-Year Return

XLU
9.43%
Category
9.90%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
XLU
Category
YTD
30.42%
25.99%
1-Month
6.57%
5.96%
3-Month
19.28%
17.50%
1-Year
41.51%
37.28%
3-Year
11.53%
9.90%
5-Year
7.90%
7.01%
10-Year
10.28%
8.76%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
XLU
Category
2023
-7.17%
-4.36%
2022
1.42%
-0.52%
2021
17.69%
15.52%
2020
0.57%
0.89%
2019
25.92%
22.87%
2018
3.92%
2.76%
2017
12.03%
11.83%
2016
16.05%
13.75%

2015
-4.91%
-9.86%
2014
28.73%
17.08%
2013
13.05%
18.37%
2012
1.04%
6.90%
2011
19.62%
10.58%
2010
5.30%
8.60%
2009
11.71%
17.82%
2008
-28.93%
-33.87%
2007
18.41%
20.39%
2006
20.90%
26.03%
2005
16.37%
13.59%
2004
23.58%
23.96%
2003
26.44%
23.65%
2002
-28.77%
-23.82%
2001
-12.83%
-20.74%
2000
22.27%
8.42%
1999
-3.79%
15.87%

ETF Summary

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.

ETF Overview

Category Utilities
Fund Family SPDR State Street Global Advisors
Net Assets 18.44B
YTD Daily Total Return 29.09%
Yield 2.74%
Legal Type Exchange Traded Fund

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