All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 1998-12-22💬 to Mon 2026-06-01 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| XLU × |
+1.67%
2026-06-01 |
+8.22%
2026-06-01 |
||||
| Utilities Select Sector SPDR Fund NYSE Exchange-Traded Fund | ||||||
| SPY × |
+11.54%
2026-06-01 |
+30.18%
2026-06-01 |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| Tue 1998-12-22💬 to Mon 2026-06-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| XLU × |
+648.43%
+7.61%/yr |
+8.45%/yr
(R2=0.947) |
||||
| Utilities Select Sector SPDR Fund NYSE Exchange-Traded Fund | ||||||
| SPY × |
+911.27%
+8.80%/yr |
+8.78%/yr
(R2=0.872) |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| Tue 1998-12-22💬 to Mon 2026-06-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| XLU × |
$10,000.00
1998-12-22 |
$74,843.28
2026-06-01 |
||||
| Utilities Select Sector SPDR Fund NYSE Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
1998-12-22 |
$101,126.94
2026-06-01 |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| Year | XLU | SPY |
|---|---|---|
| 2026 (YTD) | +1.67% | +11.54% |
| 2025 | +16.02% | +17.72% |
| 2024 | +23.31% | +24.89% |
| 2023 | −7.16% | +26.18% |
| 2022 | +1.43% | −18.18% |
| 2021 | +17.70% | +28.73% |
| 2020 | +0.51% | +18.33% |
| 2019 | +25.93% | +31.22% |
| 2018 | +3.94% | −4.57% |
| 2017 | +12.05% | +21.71% |
| 2016 | +16.08% | +12.00% |
| 2015 | −4.93% | +1.23% |
| 2014 | +28.75% | +13.46% |
| 2013 | +13.06% | +32.31% |
| 2012 | +1.04% | +15.99% |
| 2011 | +19.64% | +1.89% |
| 2010 | +5.31% | +15.06% |
| 2009 | +11.71% | +26.35% |
| 2008 | −28.91% | −36.79% |
| 2007 | +18.42% | +5.15% |
| 2006 | +20.89% | +15.85% |
| 2005 | +16.39% | +4.83% |
| 2004 | +23.59% | +10.70% |
| 2003 | +26.47% | +28.18% |
| 2002 | −28.78% | −21.58% |
| 2001 | −13.01% | −11.76% |
| 2000 | +22.47% | −9.74% |
| 1999 | −3.19% | +20.39% |
| 1998 | +1.36% | +28.69% |
| 1997 | — | +33.48% |
| 1996 | — | +22.56% |
| 1995 | — | +38.04% |
| 1994 | — | +0.40% |
| 1993 | — | +8.64% |
| Tue 1998-12-22💬 to Mon 2026-06-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| XLU × |
−9.07%
from 2026-02-27 peak |
−52.27%
2002-10-09 from 2000-12-13 peak |
||||
| Utilities Select Sector SPDR Fund NYSE Exchange-Traded Fund | ||||||
| SPY × | — |
−55.19%
2009-03-09 from 2007-10-09 peak |
||||
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||
| Period ending Mon 2026-06-01 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| XLU × | +8.22% |
+25.64% +12.08%/yr |
+46.64% +13.61%/yr |
+54.94% +9.15%/yr |
+140.47% +9.17%/yr |
|
| Utilities Select Sector SPDR Fund NYSE Exchange-Traded Fund | ||||||
| SPY × | +30.18% |
+47.34% +21.37%/yr |
+86.87% +23.17%/yr |
+93.53% +14.12%/yr |
+324.62% +15.56%/yr |
|
| SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund | ||||||