Utilities Select Sector SPDR Fund
Provider: StateStreet
Utilities Select Sector SPDR Fund is an exchange-traded fund incorporated in the USA. The Fund's objective is to provide investment results that correspond to the performance of The Utilities Select Sector Index. The Index includes communication services electrical power providers and natural gas distributors.
| Annualised Return | 8.65% |
| Realised Volatility | 14.73% |
| Downside Volatility | 10.61% |
| Max Drawdown | -38.03% |
| Winning months | 64.6% |
| Sharpe Ratio | 0.59 |
| Sortino Ratio | 0.81 |
| Calmar Ratio | 0.23 |
| Viking Ratio | 0.31 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.89% | 1.72% | 0.24% | 0.06% | 3.83% | 0.38% | 4.91% | -1.58% | 4.12% | 4.22% | 22.59% | ||
| 2024 | -2.97% | 1.06% | 6.59% | 1.66% | 8.96% | -5.54% | 6.82% | 4.81% | 6.6% | -1.08% | 3.78% | -7.97% | 23.31% |
| 2023 | -2% | -5.92% | 4.91% | 1.91% | -5.87% | 1.6% | 2.49% | -6.13% | -5.64% | 1.29% | 5.14% | 1.86% | -7.18% |
| 2022 | -3.26% | -1.91% | 10.34% | -4.3% | 4.31% | -4.89% | 5.45% | 0.53% | -11.28% | 1.94% | 6.96% | -0.49% | 1.44% |
| 2021 | -0.88% | -6.1% | 10.55% | 4.18% | -2.34% | -2.21% | 4.33% | 3.9% | -6.09% | 4.74% | -1.7% | 9.69% | 17.7% |
| 2020 | 6.75% | -9.86% | -10% | 3.34% | 4.24% | -4.67% | 7.8% | -2.6% | 1.08% | 5.05% | 0.74% | 0.62% | 0.51% |
| 2019 | 3.48% | 4.11% | 2.79% | 0.93% | -0.78% | 3.19% | -0.13% | 5.09% | 4.25% | -0.76% | -1.87% | 3.29% | 25.93% |
| 2018 | -3.11% | -3.88% | 3.8% | 2.04% | -1.11% | 2.81% | 1.6% | 1.29% | -0.65% | 1.98% | 3.54% | -3.99% | 3.94% |
| 2017 | 1.26% | 5.27% | -0.14% | 0.76% | 4.14% | -2.71% | 2.42% | 3.29% | -2.76% | 3.9% | 2.69% | -6.06% | 12.05% |
| 2016 | 4.94% | 1.94% | 7.98% | -2.42% | 1.51% | 7.63% | -0.67% | -5.54% | 0.36% | 0.9% | -5.42% | 4.9% | 16.07% |
| 2015 | 2.33% | -6.39% | -1% | -0.47% | 0.63% | -5.99% | 6.1% | -3.48% | 2.92% | 1.06% | -2.13% | 2.12% | -4.93% |
| 2014 | 2.98% | 3.38% | 3.43% | 4.22% | -1.09% | 4.44% | -6.8% | 4.92% | -1.87% | 8.03% | 1.17% | 3.57% | 28.75% |
| 2013 | 4.75% | 2.32% | 5.37% | 5.96% | -9.05% | 0.89% | 4.33% | -5.02% | 1.17% | 3.78% | -1.96% | 0.94% | 13.06% |
| 2012 | -3.61% | 0.61% | 1.37% | 1.75% | 0.56% | 4.11% | 2.51% | -4.14% | 1.17% | 1.39% | -4.35% | 0.07% | 1.04% |
| 2011 | 1.21% | 1.23% | 0.23% | 4.05% | 2.14% | -0.14% | -0.93% | 2.17% | 0.22% | 3.66% | 1.03% | 3.33% | 19.64% |
| 2010 | -4.8% | -1.32% | 2.69% | 2.63% | -5.52% | -0.7% | 7.47% | 1.45% | 2.9% | 1.08% | -3.03% | 3.1% | 5.3% |
| 2009 | -0.17% | -12.53% | 1.9% | 1.17% | 3.56% | 5.37% | 3.77% | 1% | 1.38% | -3.2% | 4.83% | 5.47% | 11.71% |
| 2008 | -7.35% | -4.1% | 1.61% | 5.11% | 3.59% | -0.75% | -6.44% | -1.1% | -10.98% | -13% | 4.19% | -2.4% | -28.91% |
| 2007 | -0.49% | 5.08% | 4.07% | 4.65% | 0.46% | -4.75% | -3.99% | 1.58% | 3.84% | 6.66% | 0.66% | -0.18% | 18.26% |