XLU monthly performance report
Monthly XLU research: returns, drawdown, relative strength, seasonality, and key stats.
XLU monthly report
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Key takeaways
- XLU (XLU) closed August 2026 at $43.66, down 1.56% for the month and +1.09% over the trailing 12 months.
- Year-to-date, XLU is +2.27%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading −2.70% versus its 200-day moving average ($44.87), a cautious technical signal.
- Over the past three years, XLU has underperformed the S&P 500 by −35.85%, with a relative strength index reading of 79.9.
- Win rate over the trailing 39 months stands at 66.7% — 26 positive months versus 13 negative months.
XLU ended August 2026 at $43.66, posting a monthly return of −1.56%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −4.60%.
The current quarter stands at −3.27% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −2.70% versus the 200-day moving average ($44.87).
Year-to-date, XLU is +2.27% against SPY +12.89%, a gap of −10.61%. The stock is currently −8.66% below its 52-week high, with maximum 3-year drawdown at −13.86%.
| Period | XLU | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.02% | −0.20% | −0.82% |
| 1 Week | −4.09% | +3.90% | −7.99% |
| 1 Month | −1.56% | +3.05% | −4.60% |
| 3 Months | −6.81% | +7.11% | −13.92% |
| 6 Months |