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 2024-10-07 YTD
Return
TRR
Price
XLU
×
+24.77%
2024-10-07
3.388 TRR
2024-10-07
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Returns

Tue 1998-12-22? to Mon 2024-10-07 Overall
Return
Exponential
Trendline
XLU
×
+238.76%
+4.84%/yr
+5.85%/yr
(R2=0.877)
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22? to Mon 2024-10-07 Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$33,876.33
2024-10-07
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Annual Returns

Year XLU
2024 (YTD) +24.77%
2023 −10.17%
2022 −4.72%
2021 +9.96%
2020 −0.85%
2019 +23.14%
2018 +1.99%
2017 +9.74%
2016 +13.71%
2015 −5.61%
2014 +27.78%
2013 +11.39%
2012 −0.67%
2011 +16.16%
2010 +3.77%
2009 +8.76%
2008 −28.99%
2007 +13.76%
2006 +17.96%
2005 +12.49%
2004 +19.69%
2003 +24.12%
2002 −30.41%
2001 −14.34%
2000 +18.48%
1999 −6.90%
1998 +1.36%

Drawdowns

Tue 1998-12-22? to Mon 2024-10-07 Current
Drawdown
Worst
Drawdown
XLU
×
−2.53% −54.11%
2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund