XLU ETF

XLU ETF
$42.67
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Returns Overview

1 Month
-2.24%
3 Months
-4.76%
6 Months
+3.82%
YTD
+5.23%
1 Year
+6.33%
3 Years (annualized)
+13.07%
5 Years (annualized)
+9.32%
10 Years (annualized)
+8.83%

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
PROUpgrade to run
🏦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)
+5.23%
Peer Avg (YTD)
+8.19%
vs Peers
-2.96%

XLU ETF Performance

XLU performance across multiple time periods: 1-month -2.24%, YTD 5.23%, 1-year 6.33%, 3-year 13.07%, 5-year 9.32%, 10-year 8.83%.

XLU returns trail the peer average of 8.19% 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-2.24%N/A
3 Months-4.76%N/A
6 Months+3.82%N/A
1 Year+6.33%N/A
3 Years+13.07%N/A
5 Years+9.32%N/A

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