XLU monthly performance report
Check XLU's monthly returns, drawdown, and seasonality trends — updated every month.
XLU monthly report
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Key takeaways
- XLU (XLU) closed September 2026 at $41.69, down 1.28% for the month and −1.14% over the trailing 12 months.
- Year-to-date, XLU is −2.34%, underperforming the S&P 500 which has returned +11.83% YTD.
- The stock is trading −6.51% versus its 200-day moving average ($44.59), a cautious technical signal.
- Over the past three years, XLU has underperformed the S&P 500 by −43.61%, with a relative strength index reading of 75.3.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
XLU ended September 2026 at $41.69, posting a monthly return of −1.28%. The S&P 500 returned −0.58% over the same window, leaving relative performance at −0.70%.
The current quarter stands at −8.05% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −6.51% versus the 200-day moving average ($44.59).
Year-to-date, XLU is −2.34% against SPY +11.83%, a gap of −14.17%. The stock is currently −12.78% below its 52-week high, with maximum 3-year drawdown at −13.43%.
| Period | XLU | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.90% | +1.13% | −0.24% |
| 1 Week | −1.95% | +0.63% | −2.58% |
| 1 Month | −1.28% | −0.58% | −0.70% |
| 3 Months | −6.82% | +1.64% | −8.45% |
| 6 Months | −10.34% | +15.15% | −25.49% |
| YTD | −2.34% | +11.83% | −14.17% |
| 12 Months | −1.14% | +15.69% | −16.83% |
| 3 Years | +28.40% | +72.00% | −43.61% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2026 | +10.36% |
| #2 | May 2024 | +8.96% |
| #3 | Jul 2024 | +6.84% |
| #4 | Sep 2024 | +5.87% |
| #5 | Mar 2024 | +5.73% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −8.73% |
| #2 | Sep 2023 | −6.39% |
| #3 | Jun 2024 | −6.30% |
| #4 | Aug 2023 | −6.11% |
| #5 | Dec 2025 | −5.78% |
| Quarter | Return |
|---|---|
| Q2 2025 | +3.58% |
| Q3 2025 | +6.78% |
| Q4 2025 | −2.09% |
| Q1 2026 | +7.50% |
| Q2 2026 | −1.20% |
| Q3 2026 (QTD) | −8.05% |
| Year | Return |
|---|---|
| 2023 | −10.16% |
| 2024 | +19.51% |
| 2025 | +12.79% |
| 2026 | −2.34% |
| Metric | Value |
|---|---|
| 52-Week High | $47.80 (2026-02-27) |
| 52-Week Low | $41.15 (2026-09-16) |
| Current Price | $41.69 |
| 200-Day Moving Average | $44.59 |
| Price vs 200DMA | −6.51% |
| 3-Year Maximum Drawdown | −13.43% (2026-09-15) |
| Current Drawdown from 52W High | −12.78% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 75.3 |
| 3-Year Excess Return vs S&P 500 | −43.61% |
| RS Peak | 101.9 (Apr 2025) |
| RS Trough | 75.2 (Sep 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was XLU's return for this report period?
XLU returned −1.28% in the latest monthly window ending 2026-09-17.
Has XLU outperformed SPY year to date?
YTD XLU: −2.34% vs SPY: +11.83%.
What is XLU's 12-month return?
−1.14% over the trailing 12 months.
Is XLU above or below its 200-day moving average?
Price is −6.51% versus 200DMA ($44.59).
What is the maximum drawdown in the 3-year window?
−13.43% on 2026-09-15.