Seasonality
XLU seasonality — Utilities
Over the last 11 years, XLU's strongest month on average has been July (+3.4%) and its weakest September (-2.4%).
Average return by month
Month-by-month statistics
| Month | Avg | Median | Up % | Best | Worst | Yrs |
|---|---|---|---|---|---|---|
| Jan | +0.35% | +0.19% | 50% | +6.8% | -3.3% | 10 |
| Feb | -0.51% | -0.42% | 50% | +10.4% | -9.9% | 10 |
| Mar | +1.81% | +2.52% | 60% | +9.7% | -10.9% | 10 |
| Apr | +1.27% | +1.78% | 90% | +4.2% | -4.3% | 10 |
| May | +1.02% | +1.52% | 50% | +9.0% | -5.9% | 10 |
| Jun | -1.71% | -1.64% | 40% | +2.4% | -6.3% | 10 |
| Jul | +3.35% | +3.41% | 80% | +7.8% | -2.2% | 10 |
| Aug | +0.38% | +0.91% | 60% | +5.1% | -6.1% | 10 |
| Sep | -2.37% | -2.51% | 40% | +5.9% | -11.9% | 10 |
| Oct | +2.94% | +2.07% | 80% | +10.1% | -1.1% | 10 |
| Nov | +2.33% | +2.69% | 78% | +7.0% | -1.9% | 9 |
| Dec | -1.17% | -0.76% | 40% | +8.8% | -8.7% | 10 |
Monthly returns heat map — XLU
price return, %| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.3 | 10.4 | -3.9 | 2.1 | -5.2 | 2.1 | -2.2 | -4.8 | -6.6 | 10.1 | -0.7 | +1.0% | |
| 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 | +12.8% |
| 2024 | -3.0 | 1.1 | 5.7 | 1.7 | 9.0 | -6.3 | 6.8 | 4.8 | 5.9 | -1.1 | 3.8 | -8.7 | +19.5% |
| 2023 | -2.0 | -5.9 | 4.1 | 1.9 | -5.9 | 0.8 | 2.5 | -6.1 | -6.4 | 1.3 | 5.1 | 0.9 | -10.2% |
| 2022 | -3.3 | -1.9 | 9.6 | -4.3 | 4.3 | -5.7 | 5.5 | 0.5 | -11.9 | 1.9 | 7.0 | -1.3 | -1.5% |
| 2021 | -0.9 | -6.1 | 9.7 | 4.2 | -2.3 | -3.0 | 4.3 | 3.9 | -6.8 | 4.7 | -1.7 | 8.8 | +14.2% |
| 2020 | 6.8 | -9.9 | -10.9 | 3.3 | 4.2 | -5.5 | 7.8 | -2.6 | 0.2 | 5.0 | 0.7 | -0.2 | -3.0% |
| 2019 | 3.5 | 4.1 | 2.0 | 0.9 | -0.8 | 2.4 | -0.1 | 5.1 | 3.5 | -0.8 | -1.9 | 2.5 | +22.1% |
| 2018 | -3.1 | -3.9 | 3.0 | 2.0 | -1.1 | 1.9 | 1.6 | 1.3 | -1.5 | 2.0 | 3.5 | -4.8 | +0.5% |
| 2017 | 1.3 | 5.3 | -0.9 | 0.8 | 4.1 | -3.5 | 2.4 | 3.3 | -3.5 | 3.9 | 2.7 | -6.9 | +8.5% |
| 2016 | 3.9 |