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LNT vs. XLU
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between LNT and XLU is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.7

Performance

LNT vs. XLU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alliant Energy Corporation (LNT) and Utilities Select Sector SPDR Fund (XLU). The values are adjusted to include any dividend payments, if applicable.

400.00%600.00%800.00%1,000.00%1,200.00%JulyAugustSeptemberOctoberNovemberDecember
1,092.72%
527.40%
LNT
XLU

Key characteristics

Sharpe Ratio

LNT:

1.22

XLU:

1.65

Sortino Ratio

LNT:

1.76

XLU:

2.26

Omega Ratio

LNT:

1.23

XLU:

1.28

Calmar Ratio

LNT:

0.97

XLU:

1.31

Martin Ratio

LNT:

5.37

XLU:

7.52

Ulcer Index

LNT:

4.03%

XLU:

3.40%

Daily Std Dev

LNT:

17.71%

XLU:

15.48%

Max Drawdown

LNT:

-51.66%

XLU:

-52.27%

Current Drawdown

LNT:

-7.36%

XLU:

-7.84%

Returns By Period

In the year-to-date period, LNT achieves a 19.15% return, which is significantly lower than XLU's 23.49% return. Over the past 10 years, LNT has outperformed XLU with an annualized return of 9.38%, while XLU has yielded a comparatively lower 8.18% annualized return.


LNT

YTD

19.15%

1M

-5.27%

6M

17.65%

1Y

20.87%

5Y*

4.68%

10Y*

9.38%

XLU

YTD

23.49%

1M

-6.67%

6M

11.79%

1Y

24.90%

5Y*

6.81%

10Y*

8.18%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

LNT vs. XLU - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Alliant Energy Corporation (LNT) 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.


Sharpe ratio
The chart of Sharpe ratio for LNT, currently valued at 1.22, compared to the broader market-4.00-2.000.002.001.221.65
The chart of Sortino ratio for LNT, currently valued at 1.76, compared to the broader market-4.00-2.000.002.004.001.762.26
The chart of Omega ratio for LNT, currently valued at 1.23, compared to the broader market0.501.001.502.001.231.28
The chart of Calmar ratio for LNT, currently valued at 0.97, compared to the broader market0.002.004.006.000.971.31
The chart of Martin ratio for LNT, currently valued at 5.37, compared to the broader market-5.000.005.0010.0015.0020.0025.005.377.52
LNT
XLU

The current LNT Sharpe Ratio is 1.22, which is comparable to the XLU Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of LNT 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.


Rolling 12-month Sharpe Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
1.22
1.65
LNT
XLU

Dividends

LNT vs. XLU - Dividend Comparison

LNT's dividend yield for the trailing twelve months is around 3.26%, more than XLU's 2.11% yield.


TTM20232022202120202019201820172016201520142013
LNT
Alliant Energy Corporation
3.26%3.53%3.10%2.62%2.95%2.60%3.17%2.96%3.10%3.52%3.07%3.64%
XLU
Utilities Select Sector SPDR Fund
2.11%3.39%2.92%2.79%3.14%2.95%3.33%3.33%3.42%3.67%3.19%3.86%

Drawdowns

LNT vs. XLU - Drawdown Comparison

The maximum LNT drawdown since its inception was -51.66%, roughly equal to the maximum XLU drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for LNT and XLU. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.36%
-7.84%
LNT
XLU

Volatility

LNT vs. XLU - Volatility Comparison

The current volatility for Alliant Energy Corporation (LNT) is 3.87%, while Utilities Select Sector SPDR Fund (XLU) has a volatility of 4.96%. This indicates that LNT experiences smaller price fluctuations and is considered to be less risky than XLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
3.87%
4.96%
LNT
XLU
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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