Utilities Sector SPDR Fund (XLU) Monthly Backtest Results corporate_fare

The data points on this monthly chart show the results of using the 10 Month SMA Double Cross strategy on this stock. Read about this strategy here. This is a long term investment strategy designed to catch major bull runs in stocks and indices then exit before the worst of a serious drawdown. It tends to work better with securites that are prone to forming valuation bubbles. To view shorter term swing trading entry signals for this stock then go here.

Key: change_history : trade entry change_history : profitable trade exit change_history : breakeven trade exit (5% loss to 5% profit) change_history : losing trade (greater than 5% loss) show_chart : 10 month simple moving average (SMA)
Hover your mouse over the labels to view more details of each trade.
*Transaction costs, taxes and dividends are excluded from these calculations. Past performance may not necessarily be a reliable guide to future performance.

 

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 38.89%
03 January 2023 01 February 2023 -2.28% -25.25%
03 May 2021 03 October 2022 4.85% 3.39%
01 December 2020 01 March 2021 -5.39% -20.13%
01 August 2018 01 April 2020 6.40% 3.79%
01 February 2017 01 February 2018 7.51% 7.51%
01 February 2016 01 December 2016 4.32% 5.21%
01 March 2013 01 July 2015 21.79% 8.81%
01 September 2010 03 December 2012 23.54% 9.82%
01 September 2009 01 June 2010 0.59% 0.79%
02 June 2008 01 August 2008 -7.76% -38.83%
03 July 2006 01 February 2008 28.43% 17.12%
02 June 2003 03 April 2006 53.71% 16.35%
01 May 2000 02 July 2001 15.62% 13.21%
Total Return 190.21%

 

The monthly data for Utilities Sector SPDR Fund (exchange: ARCX symbol: XLU) was last updated 15 May 2026 23:40. Data for this ETF is available from 03 Jan 2000 - 15 May 2026.