S&P 500 Utilities Index (^SPLRCU)
Share Price Chart
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Performance
Performance Chart
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Returns By Period
S&P 500 Utilities Index (^SPLRCU) returned 5.79% year-to-date (YTD) and 14.26% over the past 12 months. Over the past 10 years, ^SPLRCU returned 6.13% annually, underperforming the S&P 500 benchmark at 10.85%.
^SPLRCU
5.79%
1.06%
-2.80%
14.26%
2.25%
6.16%
6.13%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of ^SPLRCU, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.85% | 1.17% | 0.06% | 0.04% | 1.55% | 5.79% | |||||||
| 2024 | -3.06% | 0.53% | 6.31% | 1.59% | 8.46% | -5.75% | 6.73% | 4.29% | 6.43% | -1.07% | 3.16% | -8.07% | 19.58% |
| 2023 | -2.04% | -6.36% | 4.62% | 1.82% | -6.36% | 1.47% | 2.35% | -6.72% | -5.83% | 1.23% | 4.52% | 1.69% | -10.20% |
| 2022 | -3.31% | -2.32% | 10.08% | -1.33% | 0.70% | -5.13% | 5.39% | 0.07% | -11.55% | 2.00% | 6.51% | -0.77% | -1.44% |
| 2021 | -0.96% | -6.54% | 10.13% | 4.22% | -2.78% | -2.43% | 4.21% | 3.50% | -6.42% | 4.70% | -2.13% | 9.36% | 13.99% |
| 2020 | 6.61% | -10.35% | -10.22% | 3.17% | 3.90% | -5.00% | 7.72% | -3.12% | 0.80% | 4.99% | 0.26% | 0.42% | -2.83% |
| 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 | -3.10% | -4.39% | 3.41% | 2.05% | -1.69% | 2.46% | 1.83% | 0.59% | -0.90% | 1.91% | 3.06% | -4.31% | 0.46% |
| 2017 | 1.21% | 4.72% | -0.52% | 0.73% | 3.64% | -2.92% | 2.38% | 2.68% | -3.00% | 3.86% | 2.21% | -6.36% | 8.32% |
| 2016 | 4.90% | 1.37% | 7.69% | -2.45% | 0.98% | 7.47% | -0.73% | -6.14% | 0.12% | 0.82% | -5.96% | 4.64% | 12.20% |
| 2015 | 2.34% | -6.96% | -1.31% | -0.49% | 0.04% | -6.28% | 6.01% | -4.01% | 2.59% | 1.05% | -2.76% | 1.85% | -8.39% |
| 2014 | 2.88% | 2.80% | 3.09% | 4.20% | -1.65% | 4.20% | -6.91% | 4.45% | -2.15% | 7.92% | 0.73% | 3.24% | 24.29% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 80, ^SPLRCU is among the top 20% of indices on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for S&P 500 Utilities Index (^SPLRCU) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the S&P 500 Utilities 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 S&P 500 Utilities Index was 64.46%, occurring on Oct 9, 2002. Recovery took 1297 trading sessions.
The current S&P 500 Utilities Index drawdown is 2.83%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.46% | Dec 29, 2000 | 444 | Oct 9, 2002 | 1297 | Dec 3, 2007 | 1741 |
| -49.17% | Dec 11, 2007 | 312 | Mar 9, 2009 | 1340 | Jun 30, 2014 | 1652 |
| -36.58% | Feb 19, 2020 | 24 | Mar 23, 2020 | 447 | Dec 28, 2021 | 471 |
| -28.73% | Sep 14, 1993 | 258 | Sep 20, 1994 | 800 | Nov 17, 1997 | 1058 |
| -27.79% | Sep 13, 2022 | 265 | Oct 2, 2023 | 239 | Sep 13, 2024 | 504 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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