Beta
0.27
+0.02+8.00%
February 24, 2025
Summary
- As of February 26, 2025, the beta for XLU is 0.27, with the most recent change of +0.02 (+8.00%) on February 24, 2025. This indicates that XLU is less volatile than S&P 500 index
Performance
XLU Beta Chart
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High & Low
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XLU Beta Trends
| PeriodPeriod | BetaBeta | PricePrice | SPXSPX |
|---|---|---|---|
| todaytoday | +8.0% | -0.5% | -0.5% |
| 1 m1 month | +3.9% | +0.1% | -2.4% |
| 3 m3 months | +3.9% | -2.6% | -0.5% |
| 6 m6 months | -40.0% | +5.2% | +5.7% |
| ytdytd | +8.0% | +5.0% | +1.3% |
| 1 y1 year | -50.9% | +28.5% | +17.0% |
| 5 y5 years | +17.4% | +16.9% | +90.4% |
XLU Beta Highs & Lows
| PeriodPeriod | HighHigh | Current vs highvs high | LowLow | Current vs lowvs low | |
|---|---|---|---|---|---|
| 1 m | 1-month | 0.25 | -7.4% | ||
| 3 m | 3-month | 0.28 | -3.6% | 0.22 | -18.5% |
| 6 m | 6-month | 0.45 | -40.0% | 0.22 | -18.5% |
| 1 y | 1-year | 0.55 | -50.9% | 0.22 | -18.5% |
| 3 y | 3-year | 0.70 | -61.4% | 0.22 | -18.5% |
| 5 y | 5-year | 1.01 | -73.3% | 0.22 | -18.5% |
| alltime | all time | 1.01 | -73.3% | 0.07 | -74.1% |
XLU Beta History
| Date | Value |
|---|---|
| 2025 | 0.27(+8.0%) |
| 2024 | 0.25(-59.0%) |
| 2023 | 0.61(+13.0%) |
| 2022 | 0.54(+5.9%) |
| 2021 | 0.51(-46.3%) |
| 2020 | 0.95(+313.0%) |
| 2019 | 0.23(+4.5%) |
| 2018 | 0.22(+69.2%) |
| 2017 | 0.13(-67.5%) |
| Date | Value |
|---|---|
| 2016 | 0.40(-37.5%) |
| 2015 | 0.64(+25.5%) |
| 2014 | 0.51(-31.1%) |
| 2013 | 0.74(+89.7%) |
| 2012 | 0.39(-36.1%) |
| 2011 | 0.61(-12.9%) |
| 2010 | 0.70(+27.3%) |
| 2009 | 0.55(-26.7%) |
| 2008 | 0.75 |
FAQ
- What is XLU beta?
- What is the all time high beta for XLU?
- What is XLU beta year-to-date change?
- What is XLU beta year-on-year change?
What is XLU beta?
The current beta of XLU is 0.27
What is the all time high beta for XLU?
XLU all-time high beta is 1.01
What is XLU beta year-to-date change?
XLU beta has changed by +0.02 (+8.00%) since the beginning of the year
What is XLU beta year-on-year change?
Over the past year, XLU beta has changed by -0.28 (-50.91%)