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 2025-01-13 YTD
Return
TRR
Price
XLU
×
−1.40%
2025-01-13
3.202 TRR
2025-01-13
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Returns

Tue 1998-12-22? to Mon 2025-01-13 Overall
Return
Exponential
Trendline
XLU
×
+220.19%
+4.57%/yr
+5.87%/yr
(R2=0.881)
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22? to Mon 2025-01-13 Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$32,018.86
2025-01-13
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Annual Returns

Year XLU
2025 (YTD) −1.40%
2024 +19.63%
2023 −10.17%
2022 −4.73%
2021 +9.97%
2020 −0.84%
2019 +23.11%
2018 +2.00%
2017 +9.73%
2016 +13.72%
2015 −5.62%
2014 +27.79%
2013 +11.38%
2012 −0.68%
2011 +16.18%
2010 +3.75%
2009 +8.76%
2008 −28.97%
2007 +13.77%
2006 +17.89%
2005 +12.56%
2004 +19.70%
2003 +24.13%
2002 −30.44%
2001 −14.34%
2000 +18.44%
1999 −6.89%
1998 +1.37%

Drawdowns

Tue 1998-12-22? to Mon 2025-01-13 Current
Drawdown
Worst
Drawdown
XLU
×
−9.48% −54.14%
2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund