All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 1998-12-22? to Mon 2026-05-11 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+8.71%
2026-05-11 |
30.58 TR
2026-05-11 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLP × |
+7.93%
2026-05-11 |
5.961 TR
2026-05-11 |
||||
| Consumer Staples Select Sector SPDR Fund Exchange-Traded Fund | ||||||
| XLU × |
+6.48%
2026-05-11 |
7.839 TR
2026-05-11 |
||||
| Utilities Select Sector SPDR Fund Exchange-Traded Fund | ||||||
| Tue 1998-12-22? to Mon 2026-05-11 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+885.62%
+8.71%/yr |
+8.76%/yr
(R2=0.872) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLP × |
+496.07%
+6.74%/yr |
+8.45%/yr
(R2=0.945) |
||||
| Consumer Staples Select Sector SPDR Fund Exchange-Traded Fund | ||||||
| XLU × |
+683.86%
+7.81%/yr |
+8.44%/yr
(R2=0.947) |
||||
| Utilities Select Sector SPDR Fund Exchange-Traded Fund | ||||||
| Tue 1998-12-22? to Mon 2026-05-11 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
1998-12-22 |
$98,561.90
2026-05-11 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLP × |
$10,000.00
1998-12-22 |
$59,607.48
2026-05-11 |
||||
| Consumer Staples Select Sector SPDR Fund Exchange-Traded Fund | ||||||
| XLU × |
$10,000.00
1998-12-22 |
$78,385.75
2026-05-11 |
||||
| Utilities Select Sector SPDR Fund Exchange-Traded Fund | ||||||
| Year | SPY | XLP | XLU |
|---|---|---|---|
| 2026 (YTD) | +8.71% | +7.93% | +6.48% |
| 2025 | +17.72% | +1.52% | +16.02% |
| 2024 | +24.89% | +12.20% | +23.31% |
| 2023 | +26.18% | −0.81% | −7.16% |
| 2022 | −18.18% | −0.82% | +1.43% |
| 2021 | +28.73% | +17.21% | +17.70% |
| 2020 | +18.33% | +10.11% | +0.51% |
| 2019 | +31.22% | +27.43% | +25.93% |
| 2018 | −4.57% | −8.07% | +3.94% |
| 2017 | +21.71% | +12.98% | +12.05% |
| 2016 | +12.00% | +4.98% | +16.08% |
| 2015 | +1.23% | +6.87% | −4.93% |
| 2014 | +13.46% | +15.72% | +28.75% |
| 2013 | +32.31% | +26.31% | +13.06% |
| 2012 | +15.99% | +10.73% | +1.04% |
| 2011 | +1.89% | +14.09% | +19.64% |
| 2010 | +15.06% | +13.78% | +5.31% |
| 2009 | +26.35% | +14.28% | +11.71% |
| 2008 | −36.79% | −15.02% | −28.91% |
| 2007 | +5.15% | +12.69% | +18.42% |
| 2006 | +15.85% | +14.49% | +20.89% |
| 2005 | +4.83% | +2.84% | +16.39% |
| 2004 | +10.70% | +7.65% | +23.59% |
| 2003 | +28.18% | +11.17% | +26.47% |
| 2002 | −21.58% | −20.09% | −28.78% |
| 2001 | −11.76% | −9.93% | −13.01% |
| 2000 | −9.74% | +25.54% | +22.47% |
| 1999 | +20.39% | −14.26% | −3.19% |
| 1998 | +28.69% | +2.48% | +1.36% |
| 1997 | +33.48% | — | — |
| 1996 | +22.56% | — | — |
| 1995 | +38.04% | — | — |
| 1994 | +0.40% | — | — |
| 1993 | +8.64% | — | — |
| Tue 1998-12-22? to Mon 2026-05-11 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | 0.00% |
−55.19%
2009-03-09 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLP × | −6.86% |
−35.89%
2003-03-10 |
||||
| Consumer Staples Select Sector SPDR Fund Exchange-Traded Fund | ||||||
| XLU × | −4.77% |
−52.27%
2002-10-09 |
||||
| Utilities Select Sector SPDR Fund Exchange-Traded Fund | ||||||
| Period ending Mon 2026-05-11 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SPY × |
+32.33%/yr +32.51% total |
+20.57%/yr +45.40% total |
+23.07%/yr +86.41% total |
+13.83%/yr +91.11% total |
+15.47%/yr +321.41% total |
|
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| XLP × |
+5.86%/yr +5.89% total |
+6.41%/yr +13.25% total |
+5.60%/yr +17.77% total |
+6.15%/yr +34.77% total |
+7.34%/yr +103.13% total |
|
| Consumer Staples Select Sector SPDR Fund Exchange-Traded Fund | ||||||
| XLU × |
+15.63%/yr +15.71% total |
+15.86%/yr +34.26% total |
+12.97%/yr +44.18% total |
+9.79%/yr +59.49% total |
+9.66%/yr +151.55% total |
|
| Utilities Select Sector SPDR Fund Exchange-Traded Fund | ||||||