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 Mon 2025-03-24 YTD
Return
TRR
Price
XLU
×
+1.97%
2025-03-24
3.318 TRR
2025-03-24
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Returns

Tue 1998-12-22? to Mon 2025-03-24 Overall
Return
Exponential
Trendline
XLU
×
+231.79%
+4.67%/yr
+5.87%/yr
(R2=0.883)
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22? to Mon 2025-03-24 Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$33,179.12
2025-03-24
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Annual Returns

Year XLU
2025 (YTD) +1.97%
2024 +19.86%
2023 −10.17%
2022 −4.72%
2021 +9.96%
2020 −0.85%
2019 +23.12%
2018 +2.00%
2017 +9.73%
2016 +13.72%
2015 −5.61%
2014 +27.76%
2013 +11.39%
2012 −0.67%
2011 +16.16%
2010 +3.79%
2009 +8.72%
2008 −28.97%
2007 +13.76%
2006 +17.95%
2005 +12.52%
2004 +19.65%
2003 +24.14%
2002 −30.41%
2001 −14.35%
2000 +18.49%
1999 −6.95%
1998 +1.40%

Drawdowns

Tue 1998-12-22? to Mon 2025-03-24 Current
Drawdown
Worst
Drawdown
XLU
×
−6.20% −54.15%
2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund