Utilities Select Sector Index (^SIXU)
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Utilities Select Sector Index, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Utilities Select Sector Index had a return of 19.75% year-to-date (YTD) and 21.33% in the last 12 months. Over the past 10 years, Utilities Select Sector Index had an annualized return of 5.99%, while the S&P 500 had an annualized return of 10.95%, indicating that Utilities Select Sector Index did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 19.75% | 18.42% |
| 1 month | 4.29% | 2.28% |
| 6 months | 23.77% | 9.95% |
| 1 year | 21.33% | 25.31% |
| 5 years (annualized) | 4.10% | 14.08% |
| 10 years (annualized) | 5.99% | 10.95% |
Monthly Returns
The table below presents the monthly returns of ^SIXU, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.06% | 0.53% | 6.30% | 1.59% | 8.46% | -5.75% | 6.73% | 19.75% | |||||
| 2023 | -2.04% | -6.37% | 4.62% | 1.82% | -6.36% | 1.47% | 2.35% | -6.72% | -5.83% | 1.23% | 4.52% | 1.69% | -10.20% |
| 2022 | -3.00% | -2.32% | 10.08% | -4.30% | 3.83% | -5.13% | 5.39% | 0.07% | -11.55% | 2.00% | 6.51% | -0.77% | -1.12% |
| 2021 | -0.96% | -6.54% | 10.13% | 4.23% | -2.78% | -2.43% | 4.21% | 3.50% | -6.42% | 4.70% | -2.13% | 9.00% | 13.62% |
| 2020 | 6.61% | -10.35% | -10.20% | 3.17% | 3.90% | -5.00% | 7.72% | -3.13% | 0.80% | 4.99% | 0.26% | 0.42% | -2.80% |
| 2019 | 3.37% | 3.55% | 2.65% | 0.88% | -1.28% | 3.09% | -0.38% | 4.66% | 3.96% | -0.80% | -2.30% | 3.14% | 22.24% |
| 2018 | -3.08% | -4.39% | 3.40% | 2.05% | -1.69% | 2.46% | 1.83% | 0.59% | -0.90% | 1.91% | 3.06% | -4.31% | 0.48% |
| 2017 | 1.21% | 4.71% | -0.51% | 0.74% | 3.63% | -2.92% | 2.38% | 2.69% | -3.00% | 3.85% | 2.22% | -6.36% | 8.32% |
| 2016 | 4.89% | 1.40% | 7.68% | -2.45% | 0.99% | 7.46% | -0.74% | -6.13% | 0.12% | 0.83% | -5.94% | 4.64% | 12.23% |
| 2015 | 2.33% | -6.93% | -1.30% | -0.50% | 0.06% | -6.28% | 6.02% | -4.00% | 2.61% | 1.06% | -2.73% | 1.82% | -8.32% |
| 2014 | 2.88% | 2.82% | 3.10% | 4.20% | -1.62% | 4.20% | -6.94% | 4.46% | -2.18% | 7.90% | 0.75% | 3.24% | 24.32% |
| 2013 | 4.69% | 1.60% | 5.13% | 5.91% | -9.56% | 0.60% | 4.20% | -5.50% | 0.74% | 3.63% | -2.35% | 0.56% | 8.77% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ^SIXU is 45, suggesting that the investment has average results relative to other indices in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Utilities Select Sector Index (^SIXU) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Utilities Select Sector Index. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Utilities Select Sector Index was 36.56%, occurring on Mar 23, 2020. Recovery took 441 trading sessions.
The current Utilities Select Sector Index drawdown is 2.36%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.56% | Feb 19, 2020 | 24 | Mar 23, 2020 | 441 | Dec 28, 2021 | 465 |
| -27.79% | Sep 13, 2022 | 264 | Oct 2, 2023 | — | — | — |
| -25.39% | Jan 6, 2009 | 43 | Mar 9, 2009 | 156 | Oct 19, 2009 | 199 |
| -17.8% | Jan 30, 2015 | 152 | Sep 4, 2015 | 140 | Mar 29, 2016 | 292 |
| -16.31% | Apr 11, 2022 | 48 | Jun 17, 2022 | 39 | Aug 15, 2022 | 87 |
Volatility
Volatility Chart
The current Utilities Select Sector Index volatility is 3.46%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.