All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

XLU: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 1998-12-22? to Fri 2025-01-17 YTD
Return
TRR
Price
XLU
×
+4.02%
2025-01-17
3.407 TRR
2025-01-17
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Returns

Tue 1998-12-22? to Fri 2025-01-17 Overall
Return
Exponential
Trendline
XLU
×
+240.71%
+4.81%/yr
+5.87%/yr
(R2=0.882)
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22? to Fri 2025-01-17 Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$34,070.87
2025-01-17
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Annual Returns

Year XLU
2025 (YTD) +4.02%
2024 +19.86%
2023 −10.17%
2022 −4.72%
2021 +9.96%
2020 −0.84%
2019 +23.13%
2018 +1.98%
2017 +9.72%
2016 +13.74%
2015 −5.63%
2014 +27.77%
2013 +11.40%
2012 −0.68%
2011 +16.21%
2010 +3.76%
2009 +8.74%
2008 −28.99%
2007 +13.76%
2006 +17.92%
2005 +12.53%
2004 +19.73%
2003 +24.10%
2002 −30.43%
2001 −14.32%
2000 +18.47%
1999 −6.31%
1998 +1.38%

Drawdowns

Tue 1998-12-22? to Fri 2025-01-17 Current
Drawdown
Worst
Drawdown
XLU
×
−4.31% −54.14%
2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund