The Real Estate Select Sector SPDR Fund Price & Performance (XLRE)

The Utilities Sector ETF (XLU) has emerged as the top-performing SPDR sector fund over the past year, delivering a 24% return—three times the S&P 500’s 8.4% gain. This performance highlights investors' growing preference for defensive assets amid concerns over economic slowdowns and inflationary pressures.1

S&P 500 real estate stocks outperformed in February, closing on average 5% higher despite a surge in bearish sentiment to a 2.5-year high. This sector's resilience contrasts with broader market declines, reflecting investor interest in real estate as a potential hedge against economic volatility.2

Shares of Alexandria Real Estate Equities (ARE) have fallen 21.3% over the past year, underperforming both the S&P 500 and sector benchmarks. Despite mixed earnings results and flat growth projections, analysts maintain a consensus 'Moderate Buy' rating, citing potential upside from current price levels.3