Utilities Select Sector SPDR Fund(XLU)總覽

最後更新 2025-12-06 08:01:21 (UTC+8)

報酬與風險分析

分析 Utilities Select Sector SPDR Fund(XLU) 的平均報酬與風險。

統計區間	年化報酬率	夏普比率	最大跌幅
近3年	-12.4%	-0.3	-53.39%
近5年	-4.3%	-0.13	-53.39%
近10年	3.4%	0.1	-53.39%
近20年	5.2%	0.15	-53.39%

基本資料

Utilities Select Sector SPDR Fund (XLU) 的基本資料。

發行資料


ETF全名	State Street Utilities Select Sector SPDR ETF
上市日期	1998-12-16

ETF說明


為了追蹤指數的表現，該基金採用複製策略。它通常將其總資產的大部分（但至少95%）投資於構成該指數的證券上。該指數包括以下行業的公司證券：電力公用事業、水務公用事業、多元化公用事業、獨立發電和可再生能源發電商以及燃氣公用事業。該基金屬於非多元化基金。
The State Street Utilities Select Sector SPDR ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Utilities Select Sector Index (the "Index").The Index seeks to provide an effective representation of the utilities sector of the S&P 500 Index.Seeks to provide precise exposure to companies from the electric utilities; water utilities; multi-utilities, independent power and renewable electricity producers; and gas utility industries.Allows investors to take strategic or tactical positions at a more targeted level than traditional style based investing.

為了追蹤指數的表現，該基金採用複製策略。它通常將其總資產的大部分（但至少95%）投資於構成該指數的證券上。該指數包括以下行業的公司證券：電力公用事業、水務公用事業、多元化公用事業、獨立發電和可再生能源發電商以及燃氣公用事業。該基金屬於非多元化基金。

The State Street Utilities Select Sector SPDR ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Utilities Select Sector Index (the "Index").The Index seeks to provide an effective representation of the utilities sector of the S&P 500 Index.Seeks to provide precise exposure to companies from the electric utilities; water utilities; multi-utilities, independent power and renewable electricity producers; and gas utility industries.Allows investors to take strategic or tactical positions at a more targeted level than traditional style based investing.

警語

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