Utilities
Performance & Returns
Total Return by Period
Updated: Dec 30, 2025
| 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|
| 0.23% | 0.80% | -51.12% | -51.21% | -43.29% | -39.06% | -31.48% | -0.74% |
Total Return by Year
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 23.23% | -7.18% | 1.50% | 17.61% | 0.30% | 25.87% | 3.98% | 12.00% | 16.02% | -4.89% |
10 Year Performance
| Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|
| -0.74% | 3.76% | -0.07% | -116.52% | 0.03 | 0.03 | 0.03 | 0.11 |
Asset Allocation
| Symbol | Weight % |
|---|---|
| XLU | 100.0 |
Total Return Graph
No Taxes, No Rebalancing.