All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
XLU total return snapshot: XLU returned +3.76% over the past year and +1.03% YTD, with dividends reinvested. Since Dec. 22, 1998, XLU is up +643.77% in nominal total return, or +7.51%/yr, and is currently −9.63% below its total-return high on Feb. 27, 2026.
Data ending Tue Sep. 1, 2026
| Tue 1998-12-22💬 to Tue 2026-09-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| XLU × |
+643.77%
+7.51%/yr |
+8.47%/yr
R2=0.948 |
||||
| Utilities Select Sector SPDR Fund Exchange-Traded Fund | ||||||
| Tue 1998-12-22💬 to Tue 2026-09-01 |
Start
Value |
End
Value |
|---|---|---|
| XLU × |
$10,000.00
1998-12-22 |
$74,376.99
2026-09-01 |
| YTD | YoY | |
|---|---|---|
| XLU × | +1.03% | +3.76% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| XLU × |
−9.63%
on 2026-09-01 from 2026-02-27 peak |
−52.27%
on 2002-10-09 from 2000-12-13 peak |
| Period ending Tue 2026-09-01 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| XLU × | +3.76% |
+18.06% +8.66%/yr |
+48.72% +14.14%/yr |
+42.50% +7.34%/yr |
+138.49% +9.08%/yr |
| Year | XLU |
|---|---|
| 2026 (YTD) | +1.03% |
| 2025 | +16.02% |
| 2024 | +23.31% |
| 2023 | −7.16% |
| 2022 | +1.43% |
| 2021 | +17.70% |
| 2020 | +0.51% |
| 2019 | +25.93% |
| 2018 | +3.94% |
| 2017 | +12.05% |
| 2016 | +16.08% |
| 2015 | −4.93% |
| 2014 | +28.75% |
| 2013 | +13.06% |
| 2012 | +1.04% |
| 2011 | +19.64% |
| 2010 | +5.31% |
| 2009 | +11.71% |
| 2008 | −28.91% |
| 2007 | +18.42% |
| 2006 | +20.89% |
| 2005 | +16.39% |
| 2004 | +23.59% |
| 2003 | +26.46% |
| 2002 | −28.78% |
| 2001 | −13.01% |
| 2000 | +22.47% |
| 1999 | −3.19% |
| 1998 | +1.36% |
