XLU Total Return Stock Chart (Dividends Reinvested)

All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

XLU: Total Return Chart (with Dividends Reinvested)

XLU total return snapshot: XLU returned +11.85% over the past year and +5.04% YTD, with dividends reinvested. Since Dec. 22, 1998, XLU is up +673.26% in nominal total return, or +7.73%/yr, and is currently −6.05% below its total-return high on Feb. 27, 2026.

Data ending Fri Jun. 12, 2026

Dividends Reinvested:

Tue 1998-12-22^💬 to Fri 2026-06-12	YTD Return	1 Year Return
XLU ^×	+5.04% 2026-06-12	+11.85% 2026-06-12
Utilities Select Sector SPDR Fund NYSE Exchange-Traded Fund

Returns

Tue 1998-12-22^💬 to Fri 2026-06-12	Overall Return	Exponential Trendline
XLU ^×	+673.26% +7.73%/yr	+8.45%/yr (R²=0.947)
Utilities Select Sector SPDR Fund NYSE Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22^💬 to Fri 2026-06-12	Start Value	End Value
XLU ^×	$10,000.00 1998-12-22	$77,326.48 2026-06-12
Utilities Select Sector SPDR Fund NYSE Exchange-Traded Fund

Annual Returns

Year	XLU
2026 (YTD)	+5.04%
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	+26.47%
2002	−28.78%
2001	−13.01%
2000	+22.47%
1999	−3.19%
1998	+1.36%

Drawdowns

Tue 1998-12-22^💬 to Fri 2026-06-12	Current Drawdown	Worst Drawdown
XLU ^×	−6.05% from 2026-02-27 peak	−52.27% 2002-10-09 from 2000-12-13 peak
Utilities Select Sector SPDR Fund NYSE Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-06-12	1 Year	2 Years	3 Years	5 Years	10 Years
XLU ^×	+11.85%	+34.94% +16.17%/yr	+47.34% +13.79%/yr	+56.82% +9.42%/yr	+142.11% +9.25%/yr
Utilities Select Sector SPDR Fund NYSE Exchange-Traded Fund