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 2025-08-01 YTD
Return
TRR
Price
XLU
×
+12.22%
2025-08-01
3.651 TRR
2025-08-01
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Returns

Tue 1998-12-22? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
XLU
×
+265.11%
+4.99%/yr
+5.89%/yr
(R2=0.888)
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22? to Fri 2025-08-01 Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$36,510.64
2025-08-01
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Annual Returns

Year XLU
2025 (YTD) +12.22%
2024 +19.86%
2023 −10.17%
2022 −4.72%
2021 +9.96%
2020 −0.83%
2019 +23.11%
2018 +1.98%
2017 +9.74%
2016 +13.73%
2015 −5.63%
2014 +27.79%
2013 +11.40%
2012 −0.70%
2011 +16.20%
2010 +3.76%
2009 +8.74%
2008 −28.97%
2007 +13.74%
2006 +17.96%
2005 +12.51%
2004 +19.71%
2003 +24.07%
2002 −30.40%
2001 −14.35%
2000 +18.44%
1999 −6.88%
1998 +1.36%

Drawdowns

Tue 1998-12-22? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
XLU
×
0.00% −54.12%
2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund