CASY vs. XLU

In the year-to-date period, CASY achieves a 10.49% return, which is significantly higher than XLU's 6.13% return. Over the past 10 years, CASY has outperformed XLU with an annualized return of 17.92%, while XLU has yielded a comparatively lower 9.60% annualized return.

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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.

The current CASY Sharpe Ratio is 0.94, which is comparable to the XLU Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of CASY and XLU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CASY's dividend yield for the trailing twelve months is around 0.46%, less than XLU's 2.86% yield.

The maximum CASY drawdown since its inception was -74.33%, which is greater than XLU's maximum drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for CASY and XLU. For additional features, visit the drawdowns tool.

Casey's General Stores, Inc. (CASY) has a higher volatility of 7.96% compared to Utilities Select Sector SPDR Fund (XLU) at 4.90%. 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.