UTSL ETF

$39.94

Returns Overview

1 Month
+6.48%
3 Months
-6.15%
6 Months
+13.83%
YTD
+10.01%
1 Year
+25.51%
3 Years (annualized)
+24.36%
5 Years (annualized)
+12.69%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UTSL 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Utilities Select Sector Index(^IXU:SP)
This ETF (YTD)
+10.01%
Peer Avg (YTD)
+3.47%
vs Peers
+6.54%

UTSL ETF Performance

UTSL performance across multiple time periods: 1-month 6.48%, YTD 10.01%, 1-year 25.51%, 3-year 24.36%, 5-year 12.69%.

UTSL returns outperform the peer average of 3.47% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this ETF.

UTSL performance comparison shows side-by-side returns with another fund. UTSL alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+6.48%N/A
3 Months-6.15%N/A
6 Months+13.83%N/A
1 Year+25.51%N/A
3 Years+24.36%N/A
5 Years+12.69%N/A

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