XLU ETF

XLU ETF
$41.87
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Returns Overview

1 Month
-4.77%
3 Months
-3.78%
6 Months
-9.20%
YTD
+0.35%
1 Year
+2.89%
3 Years (annualized)
+17.05%
5 Years (annualized)
+10.66%
10 Years (annualized)
+12.39%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would XLU have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Utilities Select Sector Index(^IXU:SP)
This ETF (YTD)
+0.35%
Peer Avg (YTD)
+5.42%
vs Peers
-5.07%

XLU ETF Performance

XLU performance across multiple time periods: 1-month -4.77%, YTD 0.35%, 1-year 2.89%, 3-year 17.05%, 5-year 10.66%, 10-year 12.39%.

XLU returns trail the peer average of 5.42% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this ETF.

XLU vs another fund shows side-by-side returns. XLU alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-4.77%N/A
3 Months-3.78%N/A
6 Months-9.20%N/A
1 Year+2.89%N/A
3 Years+17.05%N/A
5 Years+10.66%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized