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Return and Risk Analysis

Analyze the Average Return and Risk Utilities Select Sector SPDR Fund (XLU).

PeriodAnnualized
Return
Sharpe
Ratio
Maximum
Drawdown

Basic Information

Basic Information of Utilities Select Sector SPDR Fund (XLU).

Issuance Information

Full Name of the ETFUtilities Select Sector SPDR Fund
Listing Date1998-12-22

ETF Description

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.

Disclaimer

1. The information provided is for reference only and does not constitute any guarantee of profits or specific stock and price point recommendations.

2. The information is not complete; for comprehensive data, please refer to the relevant websites.

3. All stock market data analyses are subject to survivorship bias.

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