XLU Monthly Stock Returns – Historical Performance Data

XLU Monthly Statistics

XLU monthly stock returns with historical performance by month, return charts, and downloadable statistics.

XLU returns (chart)

XLU returns
Period	Return %
2000-01	0.66
2000-02	-12.16
2000-03	10.13
2000-04	6.51
2000-05	-0.21
2000-06	-4.15
2000-07	1.62
2000-08	3.9
2000-09	12.24
2000-10	5.82
2000-11	-0.06
2000-12	-2.81
2001-01	-5.61
2001-02	2.04
2001-03	-2.07
2001-04	4.79
2001-05	0.67
2001-06	-5.69
2001-07	-0.83
2001-08	-3.56
2001-09	-1.75
2001-10	-5.26
2001-11	-1.23
2001-12	2.41
2002-01	-3.64
2002-02	-0.22
2002-03	4.53
2002-04	-6.1
2002-05	-0.83
2002-06	-7.62
2002-07	-14.69
2002-08	3.97
2002-09	-13.12
2002-10	-2.36
2002-11	2.96
2002-12	1.92
2003-01	-2.3
2003-02	-5.35
2003-03	3.95
2003-04	8.59
2003-05	10.21
2003-06	0.45
2003-07	-6.69
2003-08	1.94
2003-09	4.09
2003-10	0.64
2003-11	0.27
2003-12	5.52
2004-01	2.06
2004-02	1.93
2004-03	0.25
2004-04	-4.28
2004-05	1.2
2004-06	0.85
2004-07	1.52
2004-08	4.06
2004-09	-0.24
2004-10	4.95
2004-11	4.41
2004-12	1.53
2005-01	2.08
2005-02	2.11
2005-03	0.34
2005-04	3.09
2005-05	0
2005-06	5.06
2005-07	2.28
2005-08	0.62
2005-09	3.45
2005-10	-6.37
2005-11	-0.19
2005-12	-0.06
2006-01	2.49
2006-02	1.24
2006-03	-5.34
2006-04	1.62
2006-05	1.6
2006-06	1.51
2006-07	4.77
2006-08	2.78
2006-09	-2.24
2006-10	5.29
2006-11	2.63
2006-12	-0.05
2007-01	-0.33
2007-02	5.25
2007-03	3.06
2007-04	4.94
2007-05	0.43
2007-06	-5.4
2007-07	-3.99
2007-08	1.58
2007-09	3.11
2007-10	6.68
2007-11	0.61
2007-12	-0.89
2008-01	-7.37
2008-02	-4.08
2008-03	0.85
2008-04	5.11
2008-05	3.61
2008-06	-1.5
2008-07	-6.44
2008-08	-1.1
2008-09	-11.79
2008-10	-13
2008-11	4.22
2008-12	-3.59
2009-01	-0.21
2009-02	-12.49
2009-03	0.71
2009-04	1.25
2009-05	3.56
2009-06	4.11
2009-07	3.8
2009-08	0.97
2009-09	0.34
2009-10	-3.21
2009-11	4.86
2009-12	4.23

XLU OHLC statistics — price trend

XLU OHLC statistics
Date	Open	High	Low	Close	Volume
2026-10-09	40.97	41.46	40.97	41.41	—
2026-10-08	41.15	41.36	40.63	41.07	—
2026-10-07	40.99	41.33	40.82	41.15	—
2026-10-06	40.41	41.19	40.41	41.16	—
2026-10-05	39.87	40.21	39.58	39.97	—
2026-10-02	39.88	40.21	39.68	39.83	—
2026-10-01	39.44	39.73	39.1	39.68	—
2026-09-30	39.83	39.94	39.42	39.44	—
2026-09-29	39.16	39.8	39.03	39.71	—
2026-09-28	39.49	39.54	39.06	39.25	—
2026-09-25	39.41	39.6	39.13	39.51	—
2026-09-24	39.88	39.89	39.36	39.36	—
2026-09-23	40.38	40.41	39.71	39.75	—
2026-09-21	40.77	40.93	40.58	40.66	—
2026-09-18	41.38	41.49	41.08	41.1	—
2026-09-17	41.5	41.76	41.32	41.69	—
2026-09-16	41.63	41.66	41.15	41.32	—
2026-09-15	41.92	41.94	41.29	41.32	—
2026-09-14	42.38	42.44	41.75	41.82	—
2026-09-11	42.89	42.95	42.31	42.39	—
2026-09-10	42.99	43.25	42.51	42.52	—
2026-09-09	43.4	43.53	42.83	42.94	—
2026-09-08	43.05	43.71	43.03	43.45	—
2026-09-04	42.77	43.23	42.76	43.08	—
2026-09-02	42.4	42.71	42.02	42.67	—
2026-09-01	42.3	42.61	42.09	42.56	—
2026-08-31	42	42.4	41.87	42.23	—
2026-08-27	43.22	43.33	42.92	43.18	—
2026-08-26	43.31	43.71	43.28	43.51	—
2026-08-25	43.24	43.48	43.07	43.31	—
2026-08-24	42.87	43.26	42.7	43.22	—
2026-08-21	43.9	43.95	42.75	42.77	—
2026-08-20	43.83	44.26	43.75	43.77	—
2026-08-19	44.26	44.38	43.8	44.02	—
2026-08-18	44.53	44.65	43.95	44.02	—
2026-08-17	44.2	44.25	43.82	44.18	—
2026-08-14	44.01	44.41	43.97	44.31	—
2026-08-13	43.89	44.19	43.89	44.04	—
2026-08-12	43.76	43.96	43.64	43.84	—
2026-08-11	43.13	43.71	43.08	43.63	—
2026-08-10	43.43	43.52	43.06	43.13	—
2026-08-07	43.2	43.87	42.94	43.61	—
2026-08-06	44.15	44.26	43.15	43.38	—
2026-08-05	44.1	44.12	43.28	43.66	—
2026-08-04	44.25	44.29	43.58	44.11	—
2026-08-03	44.24	44.66	43.94	44.36	—
2026-07-31	44.61	44.74	44.31	44.35	—
2026-07-30	45.19	45.23	44.36	44.66	—
2026-07-29	45.76	45.8	44.74	44.91	—
2026-07-28	45.86	46.43	45.5	45.52	—
2026-07-27	46.13	46.28	45.56	45.68	—
2026-07-24	46.4	46.63	46.1	46.29	—
2026-07-23	45.65	46.33	45.6	46.19	—
2026-07-22	45.27	45.99	45.21	45.93	—
2026-07-21	44.87	45.03	44.64	44.92	—
2026-07-20	45.33	45.65	44.81	44.94	—
2026-07-17	45.9	46.14	45.06	45.17	—
2026-07-16	45.24	45.62	45.12	45.47	—
2026-07-15	45.73	45.94	45.17	45.22	—
2026-07-14	45.93	46.28	45.56	45.69	—
2026-07-13	45.45	45.88	45.43	45.72	—
2026-07-10	45.12	45.48	45.11	45.41	—
2026-07-09	45.56	45.66	45.04	45.13	—
2026-07-08	45.74	45.82	45.31	45.36	—
2026-07-07	45.63	46.32	45.54	45.7	—
2026-07-06	45.71	45.83	45.11	45.3	—
2026-07-02	45.03	45.79	45	45.76	—
2026-07-01	45.24	45.36	44.64	44.77	—
2026-06-30	45.86	45.94	45.32	45.34	—
2026-06-29	46.2	46.31	45.77	46.02	—
2026-06-26	46	46.22	45.89	46.2	—
2026-06-25	45.66	46.19	45.5	45.85	—
2026-06-24	45.29	45.6	45.08	45.54	—
2026-06-23	44.75	45.2	44.46	45.07	—
2026-06-22	44.48	44.97	44.43	44.72	—
2026-06-18	44.6	45.34	44.53	44.76	—
2026-06-17	44.82	45.17	44.24	44.46	—
2026-06-16	44.84	45.5	44.76	45.06	—
2026-06-15	44.48	45	44.2	44.74	—
2026-06-12	44.19	44.61	44.19	44.53	—
2026-06-11	44.22	44.52	44.01	44.05	—
2026-06-10	44.22	44.28	43.79	44	—
2026-06-09	43.64	44.08	43.47	43.98	—
2026-06-05	44.04	44.62	43.97	44.35	—
2026-06-04	43.87	44.11	43.34	43.94	—
2026-06-03	43.96	44.48	43.67	43.71	—
2026-06-02	43.21	43.96	43.17	43.9	—
2026-06-01	43.9	43.96	43.07	43.1	—
2026-05-29	44.67	44.72	44.25	44.42	—
2026-05-28	45.03	45.26	44.58	44.63	—
2026-05-27	45.25	45.36	44.94	45.14	—
2026-05-22	45.06	45.44	44.92	45.35	—
2026-05-21	44.55	45.01	44.44	45	—
2026-05-20	44.66	44.86	44.41	44.51	—
2026-05-19	43.82	44.4	43.62	44.34	—
2026-05-18	44.07	44.21	43.53	43.94	—
2026-05-15	44.71	44.76	43.83	43.87	—
2026-05-14	44.63	44.92	44.54	44.9	—
2026-05-13	44.8	44.82	44.36	44.67	—
2026-05-12	45.06	45.38	44.8	45.19	—
2026-05-11	45.1	45.31	44.83	45.14	—
2026-05-08	45.36	45.51	44.69	44.72	—
2026-05-07	45.62	45.68	45	45.12	—
2026-05-06	46.28	46.36	45.64	45.71	—
2026-05-05	46.53	46.82	46.36	46.37	—
2026-05-04	46.26	46.85	46.09	46.37	—
2026-05-01	46.84	47.3	46.51	46.55	—
2026-04-30	45.85	46.89	45.85	46.85	—
2026-04-29	46.07	46.27	45.56	45.68	—
2026-04-28	46.44	46.52	46.04	46.25	—
2026-04-27	46.37	46.49	46.17	46.19	—
2026-04-24	46.03	46.3	45.74	46.18	—
2026-04-23	45.37	46.14	45.2	46.09	—
2026-04-22	45.34	45.62	44.71	44.87	—
2026-04-21	45.91	45.95	44.91	44.95	—
2026-04-20	46.12	46.33	45.65	45.75	—
2026-04-17	46.23	46.28	45.64	46.16	—
2026-04-16	46	46.37	45.83	46.35	—
2026-04-15	46.31	46.31	45.88	46.02	—
2026-04-14	46.4	46.56	45.9	46.47	—

Monthly Seasonality

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2021	-0.9%	-6.1%	+9.7%	+4.2%	-2.3%	-3%	+4.4%	+3.9%	-6.8%	+4.8%	-1.7%	+8.9%
2022	-3.3%	-1.9%	+9.6%	-4.3%	+4.3%	-5.7%	+5.5%	+0.5%	-11.9%	+1.9%	+7%	-1.3%
2023	-2%	-5.9%	+4.2%	+1.9%	-5.9%	+0.8%	+2.5%	-6.1%	-6.4%	+1.3%	+5.2%	+0.9%
2024	-3%	+1%	+5.7%	+1.6%	+9%	-6.3%	+6.8%	+4.8%	+5.9%	-1.1%	+3.8%	-8.7%
2025	+2.9%	+1.7%	-0.5%	+0.1%	+3.8%	-0.3%	+4.9%	-1.6%	+3.4%	+2.2%	+1.7%	-5.8%
2026	+1.3%	+10.4%	-3.9%	+2.1%	-5.2%	+2.1%	-2.2%	-4.8%	-6.6%	+5%	—	—
3Y Avg	+0.4%	+4.4%	+0.5%	+1.3%	+2.5%	-1.5%	+3.2%	-0.5%	+0.9%	+2%	+2.7%	-7.3%


2026-10	39.4	41.4	+5.0%
2026-09	42.2	39.4	-6.6%
2026-08	44.4	42.2	-4.8%
2026-07	45.3	44.4	-2.2%
2026-06	44.4	45.3	+2.1%
2026-05	46.9	44.4	-5.2%
2026-04	45.9	46.9	+2.1%
2026-03	47.7	45.9	-3.9%
2026-02	43.3	47.7	+10.4%
2026-01	42.7	43.3	+1.3%
2025-12	45.3	42.7	-5.8%
2025-11	44.6	45.3	+1.7%
2025-10	43.6	44.6	+2.2%
2025-09	42.2	43.6	+3.4%
2025-08	42.8	42.2	-1.6%
2025-07	40.8	42.8	+4.9%
2025-06	41.0	40.8	-0.3%
2025-05	39.5	41.0	+3.8%
2025-04	39.4	39.5	+0.1%
2025-03	39.6	39.4	-0.5%
2025-02	38.9	39.6	+1.7%
2025-01	37.9	38.9	+2.9%
2024-12	41.5	37.9	-8.7%
2024-11	40.0	41.5	+3.8%
2024-10	40.4	40.0	-1.1%
2024-09	38.2	40.4	+5.9%
2024-08	36.4	38.2	+4.8%
2024-07	34.1	36.4	+6.8%
2024-06	36.4	34.1	-6.3%
2024-05	33.4	36.4	+9.0%

2026-10

39.4

41.4

+5.0%

2026-09

42.2

39.4

-6.6%

2026-08

44.4

42.2

-4.8%

2026-07

45.3

44.4

-2.2%

2026-06

44.4

45.3

+2.1%

2026-05

46.9

44.4

-5.2%

2026-04

45.9

46.9

+2.1%

2026-03

47.7

45.9

-3.9%

2026-02

43.3

47.7

+10.4%

2026-01

42.7

43.3

+1.3%

2025-12

45.3

42.7

-5.8%

2025-11

44.6

45.3

+1.7%

2025-10

43.6

44.6

+2.2%

2025-09

42.2

43.6

+3.4%

2025-08

42.8

42.2

-1.6%

2025-07

40.8

42.8

+4.9%

2025-06

41.0

40.8

-0.3%

2025-05

39.5

41.0

+3.8%

2025-04

39.4

39.5

+0.1%

2025-03

39.6

39.4

-0.5%

2025-02

38.9

39.6

+1.7%

2025-01

37.9

38.9

+2.9%

2024-12

41.5

37.9

-8.7%

2024-11

40.0

41.5

+3.8%

2024-10

40.4

40.0

-1.1%

2024-09

38.2

40.4

+5.9%

2024-08

36.4

38.2

+4.8%

2024-07

34.1

36.4

+6.8%

2024-06

36.4

34.1

-6.3%

2024-05

33.4

36.4

+9.0%

Monthly Seasonality

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2021	-0.9%	-6.1%	+9.7%	+4.2%	-2.3%	-3%	+4.4%	+3.9%	-6.8%	+4.8%	-1.7%	+8.9%
2022	-3.3%	-1.9%	+9.6%	-4.3%	+4.3%	-5.7%	+5.5%	+0.5%	-11.9%	+1.9%	+7%	-1.3%
2023	-2%	-5.9%	+4.2%	+1.9%	-5.9%	+0.8%	+2.5%	-6.1%	-6.4%	+1.3%	+5.2%	+0.9%
2024	-3%	+1%	+5.7%	+1.6%	+9%	-6.3%	+6.8%	+4.8%	+5.9%	-1.1%	+3.8%	-8.7%
2025	+2.9%	+1.7%	-0.5%	+0.1%	+3.8%	-0.3%	+4.9%	-1.6%	+3.4%	+2.2%	+1.7%	-5.8%
2026	+1.3%	+10.4%	-3.9%	+2.1%	-5.2%	+2.1%	-2.2%	-4.8%	-6.6%	+5%	—	—
3Y Avg	+0.4%	+4.4%	+0.5%	+1.3%	+2.5%	-1.5%	+3.2%	-0.5%	+0.9%	+2%	+2.7%	-7.3%

Monthly Seasonality

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2021	-0.9%	-6.1%	+9.7%	+4.2%	-2.3%	-3%	+4.4%	+3.9%	-6.8%	+4.8%	-1.7%	+8.9%
2022	-3.3%	-1.9%	+9.6%	-4.3%	+4.3%	-5.7%	+5.5%	+0.5%	-11.9%	+1.9%	+7%	-1.3%
2023	-2%	-5.9%	+4.2%	+1.9%	-5.9%	+0.8%	+2.5%	-6.1%	-6.4%	+1.3%	+5.2%	+0.9%
2024	-3%	+1%	+5.7%	+1.6%	+9%	-6.3%	+6.8%	+4.8%	+5.9%	-1.1%	+3.8%	-8.7%
2025	+2.9%	+1.7%	-0.5%	+0.1%	+3.8%	-0.3%	+4.9%	-1.6%	+3.4%	+2.2%	+1.7%	-5.8%
2026	+1.3%	+10.4%	-3.9%	+2.1%	-5.2%	+2.1%	-2.2%	-4.8%	-6.6%	+5%	—	—
3Y Avg	+0.4%	+4.4%	+0.5%	+1.3%	+2.5%	-1.5%	+3.2%	-0.5%	+0.9%	+2%	+2.7%	-7.3%


2026-10	39.4	41.4	+5.0%
2026-09	42.2	39.4	-6.6%
2026-08	44.4	42.2	-4.8%
2026-07	45.3	44.4	-2.2%
2026-06	44.4	45.3	+2.1%
2026-05	46.9	44.4	-5.2%
2026-04	45.9	46.9	+2.1%
2026-03	47.7	45.9	-3.9%
2026-02	43.3	47.7	+10.4%
2026-01	42.7	43.3	+1.3%
2025-12	45.3	42.7	-5.8%
2025-11	44.6	45.3	+1.7%
2025-10	43.6	44.6	+2.2%
2025-09	42.2	43.6	+3.4%
2025-08	42.8	42.2	-1.6%
2025-07	40.8	42.8	+4.9%
2025-06	41.0	40.8	-0.3%
2025-05	39.5	41.0	+3.8%
2025-04	39.4	39.5	+0.1%
2025-03	39.6	39.4	-0.5%
2025-02	38.9	39.6	+1.7%
2025-01	37.9	38.9	+2.9%
2024-12	41.5	37.9	-8.7%
2024-11	40.0	41.5	+3.8%
2024-10	40.4	40.0	-1.1%
2024-09	38.2	40.4	+5.9%
2024-08	36.4	38.2	+4.8%
2024-07	34.1	36.4	+6.8%
2024-06	36.4	34.1	-6.3%
2024-05	33.4	36.4	+9.0%

2026-10

39.4

41.4

+5.0%

2026-09

42.2

39.4

-6.6%

2026-08

44.4

42.2

-4.8%

2026-07

45.3

44.4

-2.2%

2026-06

44.4

45.3

+2.1%

2026-05

46.9

44.4

-5.2%

2026-04

45.9

46.9

+2.1%

2026-03

47.7

45.9

-3.9%

2026-02

43.3

47.7

+10.4%

2026-01

42.7

43.3

+1.3%

2025-12

45.3

42.7

-5.8%

2025-11

44.6

45.3

+1.7%

2025-10

43.6

44.6

+2.2%

2025-09

42.2

43.6

+3.4%

2025-08

42.8

42.2

-1.6%

2025-07

40.8

42.8

+4.9%

2025-06

41.0

40.8

-0.3%

2025-05

39.5

41.0

+3.8%

2025-04

39.4

39.5

+0.1%

2025-03

39.6

39.4

-0.5%

2025-02

38.9

39.6

+1.7%

2025-01

37.9

38.9

+2.9%

2024-12

41.5

37.9

-8.7%

2024-11

40.0

41.5

+3.8%

2024-10

40.4

40.0

-1.1%

2024-09

38.2

40.4

+5.9%

2024-08

36.4

38.2

+4.8%

2024-07

34.1

36.4

+6.8%

2024-06

36.4

34.1

-6.3%

2024-05

33.4

36.4

+9.0%

Monthly Seasonality

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2021	-0.9%	-6.1%	+9.7%	+4.2%	-2.3%	-3%	+4.4%	+3.9%	-6.8%	+4.8%	-1.7%	+8.9%
2022	-3.3%	-1.9%	+9.6%	-4.3%	+4.3%	-5.7%	+5.5%	+0.5%	-11.9%	+1.9%	+7%	-1.3%
2023	-2%	-5.9%	+4.2%	+1.9%	-5.9%	+0.8%	+2.5%	-6.1%	-6.4%	+1.3%	+5.2%	+0.9%
2024	-3%	+1%	+5.7%	+1.6%	+9%	-6.3%	+6.8%	+4.8%	+5.9%	-1.1%	+3.8%	-8.7%
2025	+2.9%	+1.7%	-0.5%	+0.1%	+3.8%	-0.3%	+4.9%	-1.6%	+3.4%	+2.2%	+1.7%	-5.8%
2026	+1.3%	+10.4%	-3.9%	+2.1%	-5.2%	+2.1%	-2.2%	-4.8%	-6.6%	+5%	—	—
3Y Avg	+0.4%	+4.4%	+0.5%	+1.3%	+2.5%	-1.5%	+3.2%	-0.5%	+0.9%	+2%	+2.7%	-7.3%

XLU Monthly Statistics

Months, total

Positive months

Monthly Seasonality

Monthly Returns

Monthly Seasonality

XLU Monthly Statistics

Months, total

Positive months

Monthly Seasonality

Monthly Returns

Monthly Seasonality