Utilities Select Sector SPDR Fund(XLU) overview

Last updated 2024-09-19 04:04:39 (EDT)

Return and Risk Analysis

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

Period	Annualized Return	Sharpe Ratio	Maximum Drawdown
Past 3 Years	9.2%	0.36	-25.26%
Past 5 Years	7.4%	0.26	-36.07%
Past 10 Years	9.9%	0.38	-36.07%
Past 20 Years	9.6%	0.37	-46.48%

Basic Information

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

Issuance Information


Full Name of the ETF	Utilities Select Sector SPDR Fund
Listing Date	1998-12-22

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.

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.