S&P 500 Utilities Index (^SPLRCU)
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in S&P 500 Utilities 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
S&P 500 Utilities Index (^SPLRCU) returned 6.51% year-to-date (YTD) and 15.00% over the past 12 months. Over the past 10 years, ^SPLRCU returned 6.33% annually, underperforming the S&P 500 benchmark at 10.43%.
^SPLRCU
6.51%
10.42%
3.96%
15.00%
7.54%
6.33%
^GSPC (Benchmark)
-3.70%
13.67%
-5.18%
9.18%
14.14%
10.43%
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% | 2.25% | 6.51% | |||||||
| 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 87, ^SPLRCU is among the top 13% 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.
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 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 2.15%.
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 | 245 | Sep 13, 2024 | 510 |
Volatility
Volatility Chart
The current S&P 500 Utilities Index volatility is 6.02%, 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.