PHLX Utility Sector Index (^UTY)
Share Price Chart
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Popular comparisons: ^UTY vs. QQQ, ^UTY vs. VUG, ^UTY vs. SOXX, ^UTY vs. SOXL
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in PHLX Utility 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
PHLX Utility Sector Index had a return of 12.44% year-to-date (YTD) and 2.97% in the last 12 months. Over the past 10 years, PHLX Utility Sector Index had an annualized return of 5.15%, while the S&P 500 had an annualized return of 10.58%, indicating that PHLX Utility Sector Index did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 12.44% | 13.20% |
| 1 month | 2.41% | -1.28% |
| 6 months | 16.53% | 10.32% |
| 1 year | 2.97% | 18.23% |
| 5 years (annualized) | 3.41% | 12.31% |
| 10 years (annualized) | 5.15% | 10.58% |
Monthly Returns
The table below presents the monthly returns of ^UTY, 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 | -2.93% | 0.78% | 6.69% | 1.80% | 8.44% | -6.09% | 12.44% | ||||||
| 2023 | -2.77% | -6.60% | 5.11% | 1.60% | -6.59% | 1.39% | 2.25% | -6.77% | -6.21% | 0.99% | 4.39% | 1.27% | -12.33% |
| 2022 | -3.60% | -2.50% | 9.94% | -4.39% | 3.55% | -4.59% | 5.23% | 0.22% | -11.58% | 1.50% | 6.35% | -0.27% | -2.02% |
| 2021 | -0.60% | -6.75% | 9.68% | 4.33% | -2.90% | -2.57% | 4.57% | 3.61% | -6.42% | 5.27% | -1.83% | 8.66% | 14.25% |
| 2020 | 6.92% | -9.93% | -9.65% | 2.85% | 4.01% | -4.95% | 7.85% | -3.07% | 1.56% | 5.19% | 0.10% | 0.49% | -0.62% |
| 2019 | 3.33% | 4.24% | 2.60% | 1.24% | -1.43% | 2.96% | -0.44% | 4.48% | 4.18% | -0.86% | -2.43% | 3.01% | 22.62% |
| 2018 | -3.29% | -4.46% | 3.37% | 2.04% | -1.55% | 2.29% | 2.05% | 0.27% | -0.82% | 2.20% | 2.45% | -4.27% | -0.16% |
| 2017 | 1.08% | 4.68% | -0.78% | 0.71% | 3.60% | -3.03% | 2.42% | 2.64% | -2.63% | 4.29% | 2.13% | -5.91% | 8.96% |
| 2016 | 5.31% | 1.33% | 8.04% | -2.98% | 0.48% | 8.12% | -0.59% | -5.92% | 0.02% | 1.11% | -6.26% | 5.02% | 13.16% |
| 2015 | 2.49% | -7.30% | -1.59% | -0.30% | -0.36% | -6.19% | 6.03% | -4.07% | 1.92% | 0.55% | -2.90% | 2.27% | -9.81% |
| 2014 | 2.97% | 2.58% | 3.02% | 4.21% | -2.43% | 4.26% | -6.87% | 4.49% | -2.03% | 8.24% | 0.66% | 3.61% | 24.16% |
| 2013 | 4.43% | 1.52% | 5.36% | 5.97% | -10.05% | 0.83% | 3.36% | -5.67% | 0.71% | 3.45% | -2.46% | 0.15% | 6.53% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ^UTY is 15, indicating that it is in the bottom 15% of indices on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for PHLX Utility Sector Index (^UTY) 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.
Worst Drawdowns
The table below displays the maximum drawdowns of the PHLX Utility 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 PHLX Utility Sector Index was 48.16%, occurring on Oct 9, 2002. Recovery took 605 trading sessions.
The current PHLX Utility Sector Index drawdown is 10.66%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.16% | Dec 27, 2000 | 446 | Oct 9, 2002 | 605 | Mar 7, 2005 | 1051 |
| -47.9% | Dec 11, 2007 | 312 | Mar 9, 2009 | 1427 | Nov 5, 2014 | 1739 |
| -36.1% | Feb 19, 2020 | 24 | Mar 23, 2020 | 357 | Aug 20, 2021 | 381 |
| -34.93% | Oct 9, 1998 | 360 | Mar 14, 2000 | 125 | Sep 11, 2000 | 485 |
| -31.28% | Sep 14, 1993 | 258 | Sep 20, 1994 | 825 | Dec 23, 1997 | 1083 |
Volatility
Volatility Chart
The current PHLX Utility Sector Index volatility is 4.44%, 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.