XLU
State Street Utilities Select Sector SPDR ETF
ETF
$39.83+0.15 (+0.38%)Close Oct 2, 2026
Dec 22, 1998 – Oct 2, 2026, Dividends reinvested
- Final balance
- $69,234
- CAGR
- +7.21%
- Max drawdown
- −52.27%
- Sharpe ratio
- 0.46
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −5.97%
- 3M
- −12.32%
- 6M
- −12.86%
- YTD
- −4.75%
- 1Y
- −6.78%
- 3Y
- +15.74%
- 5Y
- +7.70%
- 10Y
- +8.34%
- 15Y
- +9.52%
- 20Y
- +7.97%
- 25Y
- +7.67%
- Since 1998
- +7.21%
Metrics
Since 1998| Volatility | 19.22% |
|---|---|
| Sortino ratio | 0.65 |
| Calmar ratio | 0.14 |
| Best year, 2014 | +28.75% |
| Worst year, 2008 | −28.91% |
| Positive years | 21 of 27 |
| Longest drawdown | 4.5 years |
Worst drawdowns
Since 1998| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −52.3% | Dec 2000 | Oct 2002 | Feb 2005 | 4.2 years |
| −46.5% | Dec 2007 | Mar 2009 | Jun 2012 | 4.5 years |
| −36.1% | Feb 2020 | Mar 2020 | Aug 2021 | 1.5 years |
| −25.3% | Sep 2022 | Oct 2023 | Aug 2024 | 1.9 years |
| −24.0% | Jul 1999 | Feb 2000 | Sep 2000 | 1.1 years |
Annual returns
1998 from Dec 22 · 2026 through Oct 2