XLU monthly performance report
Check XLU's monthly returns, drawdown, and seasonality trends — updated every month.
XLU monthly report
—
Key takeaways
- XLU (XLU) closed November 2026 at $44.04, up 1.40% for the month and −0.68% over the trailing 12 months.
- Year-to-date, XLU is +3.16%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading −0.63% versus its 200-day moving average ($44.32), a cautious technical signal.
- Over the past three years, XLU has underperformed the S&P 500 by −23.59%, with a relative strength index reading of 86.2.
- Win rate over the trailing 39 months stands at 64.1% — 25 positive months versus 14 negative months.
XLU ended November 2026 at $44.04, posting a monthly return of +1.40%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +1.58%.
The current quarter stands at +11.66% (Q4 2026 (QTD)), while medium-term trend remains soft: price is −0.63% versus the 200-day moving average ($44.32).
Year-to-date, XLU is +3.16% against SPY +10.62%, a gap of −7.46%. The stock is currently −7.87% below its 52-week high, with maximum 3-year drawdown at −17.77%.
| Period | XLU | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.52% | −0.36% | +0.89% |
| 1 Week | +2.11% | +2.59% | −0.48% |
| 1 Month | +1.40% | −0.18% | +1.58% |
| 3 Months | −0.32% | −2.37% | +2.05% |
| 6 Months | −1.92% | +0.83% | −2.74% |
| YTD | +3.16% | +10.62% | −7.46% |
| 12 Months | −0.68% | +12.25% | −12.93% |
| 3 Years | +47.79% | +71.37% | −23.59% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2026 | +10.36% |
| #2 | Oct 2026 | +10.12% |
| #3 | May 2024 | +8.96% |
| #4 | Jul 2024 | +6.84% |
| #5 | Sep 2024 | +5.87% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −8.73% |
| #2 | Sep 2026 | −6.61% |
| #3 | Sep 2023 | −6.39% |
| #4 | Jun 2024 | −6.30% |
| #5 | Dec 2025 | −5.78% |
| Quarter | Return |
|---|---|
| Q3 2025 | +6.78% |
| Q4 2025 | −2.09% |
| Q1 2026 | +7.50% |
| Q2 2026 | −1.20% |
| Q3 2026 | −13.01% |
| Q4 2026 (QTD) | +11.66% |
| Year | Return |
|---|---|
| 2023 | −10.16% |
| 2024 | +19.51% |
| 2025 | +12.79% |
| 2026 | +3.16% |
| Metric | Value |
|---|---|
| 52-Week High | $47.80 (2026-02-27) |
| 52-Week Low | $39.03 (2026-09-29) |
| Current Price | $44.04 |
| 200-Day Moving Average | $44.32 |
| Price vs 200DMA | −0.63% |
| 3-Year Maximum Drawdown | −17.77% (2026-09-28) |
| Current Drawdown from 52W High | −7.87% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 86.2 |
| 3-Year Excess Return vs S&P 500 | −23.59% |
| RS Peak | 109.3 (Apr 2025) |
| RS Trough | 75.7 (Sep 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was XLU's return for this report period?
XLU returned +1.40% in the latest monthly window ending 2026-11-13.
Has XLU outperformed SPY year to date?
YTD XLU: +3.16% vs SPY: +10.62%.
What is XLU's 12-month return?
−0.68% over the trailing 12 months.
Is XLU above or below its 200-day moving average?
Price is −0.63% versus 200DMA ($44.32).
What is the maximum drawdown in the 3-year window?
−17.77% on 2026-09-28.