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Performance
^UTY Performance Chart
PHLX Utility Sector Index (^UTY) is up 6.1% since the beginning of the year. ^UTY is currently trading at $1,133 per share. Investors who bought $1,000 worth of ^UTY shares 5 years ago would now be looking at an investment worth $1,377.
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Returns By Period
PHLX Utility Sector Index (^UTY) has returned 6.10% so far this year and 11.86% over the past 12 months. Over the last ten years, ^UTY has returned 5.93% per year, falling short of the S&P 500 Index benchmark, which averaged 13.71% annually.
PHLX Utility Sector Index
- 1D
- 0.97%
- 1M
- -0.53%
- YTD
- 6.10%
- 6M
- 6.28%
- 1Y
- 11.86%
- 3Y*
- 10.50%
- 5Y*
- 6.60%
- 10Y*
- 5.93%
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
^UTY Monthly Returns History
Based on dividend-adjusted daily data since Sep 22, 1987, ^UTY's average daily return is +0.02%, while the average monthly return is +0.48%. At this rate, an investment would double in approximately 12.1 years.
Historically, 60% of months were positive and 40% were negative. The best month was Apr 2000 with a return of +14.2%, while the worst month was Jul 2002 at -12.9%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 5 months.
On a daily basis, ^UTY closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +13.5%, while the worst single day was Oct 19, 1987 at -14.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.78% | 9.38% | -2.96% | 2.53% | -5.68% | 1.57% | 6.10% | ||||||
| 2025 | 3.54% | 2.36% | 0.58% | -0.66% | 2.18% | -0.28% | 4.75% | -2.07% | 3.76% | 2.45% | 1.54% | -5.06% | 13.45% |
| 2024 | -2.93% | 0.78% | 6.69% | 1.80% | 8.44% | -6.09% | 7.39% | 3.93% | 6.15% | -1.57% | 0.82% | -8.12% | 16.89% |
| 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 | -3.93% | -2.50% | 9.94% | -4.39% | 3.55% | -4.59% | 5.23% | 0.22% | -11.58% | 1.50% | 6.35% | -0.27% | -2.35% |
| 2021 | -0.60% | -6.75% | 9.68% | 4.33% | -2.90% | -2.57% | 4.57% | 3.61% | -6.42% | 5.27% | -1.83% | 9.03% | 14.64% |
Benchmark Metrics
PHLX Utility Sector Index has an annualized alpha of 0.59%, beta of 0.57, and R2 of 0.35 versus S&P 500 Index. Calculated based on daily prices since September 22, 1987.
- This index participated in 42.79% of S&P 500 Index downside but only 39.06% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.57 may look defensive, but with R2 of 0.35 this index is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this index's risk.
- R2 of 0.35 means the benchmark explains less than half of this index's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 0.59%
- Beta
- 0.57
- R²
- 0.35
- Upside Capture
- 39.06%
- Downside Capture
- 42.79%
Return for Risk
Risk / Return Rank
^UTY ranks 30 for risk / return — below 30% of indices on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for PHLX Utility Sector Index (^UTY) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ^UTY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.96 | ||
| Sortino ratioReturn per unit of downside risk | -1.26 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.32 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.28 | 2.46 | -1.17 |
| Martin ratioReturn relative to average drawdown | 2.72 | 10.92 | -8.20 |
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 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 4.69%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -48.16%Oct 2002 | 1y 9mo | 2y 5mo | 4y 2moDec 2000 - Mar 2005 |
Financial crisis2007–2009 | -47.90%Mar 2009 | 1y 2mo | 5y 8mo | 6y 11moDec 2007 - Nov 2014 |
COVID crash2020 | -36.10%Mar 2020 | 1mo 3d | 1y 5mo | 1y 6moFeb 2020 - Aug 2021 |
Dot-com crash2000–2002 | -34.93%Mar 2000 | 1y 5mo | 6mo 1d | 1y 11moOct 1998 - Sep 2000 |
1994 bear market1994 | -31.28%Sep 1994 | 1y 6d | 3y 3mo | 4y 3moSep 1993 - Dec 1997 |
Drawdown Indicators
| ^UTY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.16% | -56.78% | +8.62% |
Max Drawdown (1Y)Largest decline over 1 year | -9.28% | -9.10% | -0.18% |
Max Drawdown (3Y)Largest decline over 3 years | -18.50% | -18.90% | +0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -29.12% | -25.43% | -3.69% |
Max Drawdown (10Y)Largest decline over 10 years | -36.10% | -33.92% | -2.18% |
Current DrawdownCurrent decline from peak | -4.69% | -3.21% | -1.48% |
Average DrawdownAverage peak-to-trough decline | -12.45% | -10.71% | -1.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.37% | 2.04% | +2.33% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Build a portfolio with ^UTY
Add PHLX Utility Sector Index to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
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