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 2024-07-26 YTD
Return
TRR
Price
XLU
×
+11.29%
2024-07-26
3.022 TRR
2024-07-26
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Returns

Tue 1998-12-22? to Fri 2024-07-26 Overall
Return
Exponential
Trendline
XLU
×
+202.21%
+4.42%/yr
+5.85%/yr
(R2=0.874)
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22? to Fri 2024-07-26 Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$30,220.81
2024-07-26
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Annual Returns

Year XLU
2024 (YTD) +11.29%
2023 −10.17%
2022 −4.72%
2021 +9.96%
2020 −0.83%
2019 +23.10%
2018 +2.00%
2017 +9.73%
2016 +13.72%
2015 −5.61%
2014 +27.77%
2013 +11.40%
2012 −0.70%
2011 +16.20%
2010 +3.75%
2009 +8.76%
2008 −28.98%
2007 +13.77%
2006 +17.91%
2005 +12.52%
2004 +19.71%
2003 +24.16%
2002 −30.45%
2001 −14.32%
2000 +18.44%
1999 −6.91%
1998 +1.40%

Drawdowns

Tue 1998-12-22? to Fri 2024-07-26 Current
Drawdown
Worst
Drawdown
XLU
×
−9.12% −54.13%
2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund