CASY vs. XLU
Compare and contrast key facts about Casey's General Stores, Inc. (CASY) and Utilities Select Sector SPDR Fund (XLU).
XLU is a passively managed fund by State Street that tracks the performance of the Utilities Select Sector Index. It was launched on Dec 16, 1998.
Performance
CASY vs. XLU - Performance Comparison
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CASY vs. XLU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CASY Casey's General Stores, Inc. | 31.81% | 40.12% | 45.01% | 23.27% | 14.49% | 11.25% | 13.24% | 25.12% | 15.59% | -4.99% |
XLU Utilities Select Sector SPDR Fund | 8.25% | 16.03% | 23.31% | -7.18% | 1.44% | 17.70% | 0.51% | 25.93% | 3.94% | 12.05% |
Returns By Period
In the year-to-date period, CASY achieves a 31.81% return, which is significantly higher than XLU's 8.25% return. Over the past 10 years, CASY has outperformed XLU with an annualized return of 21.22%, while XLU has yielded a comparatively lower 9.74% annualized return.
CASY
- 1D
- 3.27%
- 1M
- 6.17%
- YTD
- 31.81%
- 6M
- 29.01%
- 1Y
- 68.40%
- 3Y*
- 50.61%
- 5Y*
- 28.18%
- 10Y*
- 21.22%
XLU
- 1D
- -0.07%
- 1M
- -3.18%
- YTD
- 8.25%
- 6M
- 6.77%
- 1Y
- 19.71%
- 3Y*
- 14.12%
- 5Y*
- 10.80%
- 10Y*
- 9.74%
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Return for Risk
CASY vs. XLU — Risk / Return Rank
CASY
XLU
CASY vs. XLU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Casey's General Stores, Inc. (CASY) and Utilities Select Sector SPDR Fund (XLU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CASY | XLU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.56 | 1.25 | +1.31 |
Sortino ratioReturn per unit of downside risk | 3.59 | 1.71 | +1.88 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.23 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 7.31 | 2.29 | +5.02 |
Martin ratioReturn relative to average drawdown | 21.42 | 5.51 | +15.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CASY | XLU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.56 | 1.25 | +1.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.09 | 0.63 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.51 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.41 | +0.09 |
Correlation
The correlation between CASY and XLU is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CASY vs. XLU - Dividend Comparison
CASY's dividend yield for the trailing twelve months is around 0.30%, less than XLU's 2.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CASY Casey's General Stores, Inc. | 0.30% | 0.39% | 0.47% | 0.59% | 0.65% | 0.69% | 0.72% | 0.77% | 0.86% | 0.89% | 0.77% | 0.70% |
XLU Utilities Select Sector SPDR Fund | 2.59% | 2.71% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.41% | 3.67% |
Drawdowns
CASY vs. XLU - Drawdown Comparison
The maximum CASY drawdown since its inception was -74.32%, which is greater than XLU's maximum drawdown of -51.98%. Use the drawdown chart below to compare losses from any high point for CASY and XLU.
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Drawdown Indicators
| CASY | XLU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.32% | -51.98% | -22.34% |
Max Drawdown (1Y)Largest decline over 1 year | -9.47% | -9.18% | -0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -23.64% | -25.26% | +1.62% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | -36.07% | +2.66% |
Current DrawdownCurrent decline from peak | 0.00% | -3.18% | +3.18% |
Average DrawdownAverage peak-to-trough decline | -15.20% | -10.26% | -4.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 3.82% | -0.59% |
Volatility
CASY vs. XLU - Volatility Comparison
Casey's General Stores, Inc. (CASY) has a higher volatility of 9.40% compared to Utilities Select Sector SPDR Fund (XLU) at 5.09%. This indicates that CASY's price experiences larger fluctuations and is considered to be riskier than XLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CASY | XLU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.40% | 5.09% | +4.31% |
Volatility (6M)Calculated over the trailing 6-month period | 17.32% | 10.35% | +6.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.84% | 15.82% | +11.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.04% | 17.18% | +8.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.41% | 19.21% | +8.20% |