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 Wed 2024-11-20 YTD
Return
TRR
Price
XLU
×
+26.22%
2024-11-20
3.427 TRR
2024-11-20
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Returns

Tue 1998-12-22? to Wed 2024-11-20 Overall
Return
Exponential
Trendline
XLU
×
+242.66%
+4.87%/yr
+5.86%/yr
(R2=0.879)
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22? to Wed 2024-11-20 Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$34,265.64
2024-11-20
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Annual Returns

Year XLU
2024 (YTD) +26.22%
2023 −10.17%
2022 −4.72%
2021 +9.96%
2020 −0.85%
2019 +23.14%
2018 +1.98%
2017 +9.74%
2016 +13.71%
2015 −5.63%
2014 +27.79%
2013 +11.40%
2012 −0.70%
2011 +16.21%
2010 +3.76%
2009 +8.74%
2008 −28.97%
2007 +13.74%
2006 +17.92%
2005 +12.56%
2004 +19.66%
2003 +24.15%
2002 −30.44%
2001 −14.32%
2000 +18.45%
1999 −6.89%
1998 +1.36%

Drawdowns

Tue 1998-12-22? to Wed 2024-11-20 Current
Drawdown
Worst
Drawdown
XLU
×
−2.28% −54.11%
2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund