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 | 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.
