Utilities



Performance & Returns

Total Return by Period

Updated: Feb 06, 2026

1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
0.58%0.23%1.98%-51.67%-44.64%-36.68%-31.83%-6.91%

Total Return by Year

2024202320222021202020192018201720162015
23.23%-7.18%1.50%17.61%0.30%25.87%3.98%12.00%16.02%

10 Year Performance

Total ReturnAnnualized ReturnCAGRMax DrawdownSharpe RatioSortino RatioCalmar RatioUlcer Index
-6.91%3.11%-0.72%-109.58%0.000.000.030.12

Asset Allocation

SymbolWeight %
XLU100.0


Total Return Graph

No Taxes, No Rebalancing.



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