Utilities Sector SPDR Fund (XLU) Monthly Backtest Results
Backtest Summary
This table summarises how profitable it would have been to have bought this stock at each monthly entry signal. The compound annual growth rate (CAGR) shows the profitability of the trade on an annualised basis.
| Entry Date | Exit Date | Profit or Loss | CAGR |
|---|---|---|---|
| 01 May 2024 | Trade in progress | 27.76% | |
| 03 January 2023 | 01 February 2023 | -2.29% | -25.25% |
| 03 May 2021 | 03 October 2022 | 4.86% | 3.4% |
| Total Return | 30.33% | ||
The monthly data for Utilities Sector SPDR Fund (exchange: ARCX symbol: XLU) was last updated 27 Dec 2025 06:39. Data for this ETF is available from 04 Jan 2021 - 26 Dec 2025.
