SPDR S&P US Utilities Select Sector UCITS ETF (SXLU.L)
SXLU.L is a passive ETF by State Street tracking the investment results of the MSCI World/Utilities NR USD. SXLU.L launched on Jul 7, 2015 and has a 0.15% expense ratio.
ETF Info
| ISIN | IE00BWBXMB69 |
|---|---|
| WKN | A14QB6 |
| Issuer | State Street |
| Inception Date | Jul 7, 2015 |
| Category | Utilities Equities |
| Index Tracked | MSCI World/Utilities NR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Value |
Expense Ratio
The SPDR S&P US Utilities Select Sector UCITS ETF features an expense ratio of 0.15%, falling within the medium range.
Share Price Chart
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Popular comparisons: SXLU.L vs. XLU
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in SPDR S&P US Utilities Select Sector UCITS ETF, 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
SPDR S&P US Utilities Select Sector UCITS ETF had a return of 5.41% year-to-date (YTD) and -2.38% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.41% | 6.33% |
| 1 month | 3.56% | -2.81% |
| 6 months | 13.45% | 21.13% |
| 1 year | -2.38% | 24.56% |
| 5 years (annualized) | 5.39% | 11.55% |
| 10 years (annualized) | N/A | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.35% | 0.07% | 6.29% | |||||||||
| 2023 | -6.00% | 0.24% | 5.26% | 2.19% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
SPDR S&P US Utilities Select Sector UCITS ETF(SXLU.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR S&P US Utilities Select Sector UCITS ETF (SXLU.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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 SPDR S&P US Utilities Select Sector UCITS ETF. 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 SPDR S&P US Utilities Select Sector UCITS ETF was 36.20%, occurring on Mar 23, 2020. Recovery took 350 trading sessions.
The current SPDR S&P US Utilities Select Sector UCITS ETF drawdown is 10.78%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.2% | Feb 19, 2020 | 24 | Mar 23, 2020 | 350 | Aug 11, 2021 | 374 |
| -26.18% | Sep 13, 2022 | 266 | Oct 3, 2023 | — | — | — |
| -15.88% | Apr 11, 2022 | 45 | Jun 17, 2022 | 41 | Aug 15, 2022 | 86 |
| -15.52% | Nov 15, 2017 | 57 | Feb 6, 2018 | 193 | Nov 9, 2018 | 250 |
| -12.62% | Jul 6, 2016 | 93 | Nov 14, 2016 | 89 | Mar 22, 2017 | 182 |
Volatility
Volatility Chart
The current SPDR S&P US Utilities Select Sector UCITS ETF volatility is 4.50%, 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.