PHLX Utility Sector Index (^UTY)
Share Price Chart
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Performance
Performance Chart
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Returns By Period
PHLX Utility Sector Index (^UTY) returned 8.21% year-to-date (YTD) and 11.89% over the past 12 months. Over the past 10 years, ^UTY returned 6.23% annually, underperforming the S&P 500 benchmark at 10.85%.
^UTY
8.21%
2.18%
-0.57%
11.89%
2.03%
5.80%
6.23%
^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 ^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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.54% | 2.36% | 0.58% | -0.66% | 2.18% | 8.21% | |||||||
| 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% |
| 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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ^UTY is 70, indicating average performance compared to other indices on our website. Here’s a breakdown of how it compares using common performance measures.
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.
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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 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 2.73%.
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 chart below shows the rolling one-month volatility.
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