XLU,SPY: Total Return Chart (with Dividends Reinvested)

Tue 1998-12-22? to Tue 2026-05-12	YTD Return	TR Price
XLU ×	+6.60% 2026-05-12	7.847 TR 2026-05-12
Utilities Select Sector SPDR Fund Exchange-Traded Fund
SPY ×	+8.55% 2026-05-12	30.53 TR 2026-05-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Returns

Tue 1998-12-22? to Tue 2026-05-12	Overall Return	Exponential Trendline
XLU ×	+684.73% +7.81%/yr	+8.44%/yr (R2=0.947)
Utilities Select Sector SPDR Fund Exchange-Traded Fund
SPY ×	+884.13% +8.71%/yr	+8.76%/yr (R2=0.872)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Growth of $10,000

Tue 1998-12-22? to Tue 2026-05-12	Start Value	End Value
XLU ×	$10,000.00 1998-12-22	$78,472.57 2026-05-12
Utilities Select Sector SPDR Fund Exchange-Traded Fund
SPY ×	$10,000.00 1998-12-22	$98,412.58 2026-05-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Annual Returns

Year	XLU	SPY
2026 (YTD)	+6.60%	+8.55%
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%

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Drawdowns

Tue 1998-12-22? to Tue 2026-05-12	Current Drawdown	Worst Drawdown
XLU ×	−4.66%	−52.27% 2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund
SPY ×	−0.15%	−55.19% 2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Rolling Returns

Period ending Tue 2026-05-12	1 Year	2 Years	3 Years	5 Years	10 Years
XLU ×	+16.55%/yr +16.54% total	+15.90%/yr +34.41% total	+12.80%/yr +43.55% total	+10.33%/yr +63.49% total	+9.61%/yr +150.35% total
Utilities Select Sector SPDR Fund Exchange-Traded Fund
SPY ×	+28.10%/yr +28.07% total	+20.44%/yr +45.18% total	+23.06%/yr +86.38% total	+14.29%/yr +94.96% total	+15.45%/yr +320.65% total
SPDR S&P 500 ETF Trust Exchange-Traded Fund