42.61 Down -0.09 -0.21%
Find returns for:
CALENDAR-YEAR TOTAL RETURNS
2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 YTD
7/2014
Total
Return %
23.86 16.53 20.65 19.09 -29.08 11.45 5.22 19.59 1.12 13.02 18.64
% Rank in
Cat
100 50 100 43 37 53 71 1 100 70 20
+/-
Category
0.3 1.22 -1.11 2.72 2.91 -4.34 0.94 16.85 -4.47 -1.35 2.76
+/- Index* 8.63 5.69 -0.3 7.42 13.11 -23.18 -7.45 26.94 -15.01 -9.78 12.46
TRAILING TOTAL RETURNS
  • Fund
  • Category: Utilities
  TOTAL RETURN % +/- INDEX* +/- CAT % RANK IN CAT
1-Day -0.1 --- -0.13 30.00
1-Week 0.87 --- 0.32 10
1-Month -1.74 --- -1.05 90
3-Month 1.93 2.72 3.18 90
Year-to-date 14.35 12.46 12.7 20
1-Year 12.55 -0.77 14.55 78
3-Year Annualized 12.16 4.08 9.29 13
5-Year Annualized 12.83 0.07 10.61 57
10-Year Annualized 9.98 3.19 9.82 1
GROWTH OF 10,000 USD
  • Fund
  • Category: Utilities
  • Index: MSCI ACWI NR USD
AVERAGE LOAD ADJUSTED RETURN
PERIOD XLU
1 Year 21.97%
3 Year 14.13%
5 Year 14.15%
10 Year 10.43%
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Financial data in US dollars | Page generated 9:39 PM ET