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 Tue 2025-09-16 YTD
Return
TRR
Price
XLU
×
+9.69%
2025-09-16
3.568 TRR
2025-09-16
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Returns

Tue 1998-12-22? to Tue 2025-09-16 Overall
Return
Exponential
Trendline
XLU
×
+256.83%
+4.87%/yr
+5.90%/yr
(R2=0.889)
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22? to Tue 2025-09-16 Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$35,682.78
2025-09-16
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Annual Returns

Year XLU
2025 (YTD) +9.69%
2024 +19.86%
2023 −10.18%
2022 −4.72%
2021 +9.95%
2020 −0.83%
2019 +23.12%
2018 +1.98%
2017 +9.74%
2016 +13.71%
2015 −5.63%
2014 +27.80%
2013 +11.39%
2012 −0.70%
2011 +16.22%
2010 +3.75%
2009 +8.75%
2008 −28.98%
2007 +13.76%
2006 +17.94%
2005 +12.51%
2004 +19.69%
2003 +24.12%
2002 −30.43%
2001 −14.34%
2000 +18.47%
1999 −6.90%
1998 +1.36%

Drawdowns

Tue 1998-12-22? to Tue 2025-09-16 Current
Drawdown
Worst
Drawdown
XLU
×
−4.00% −54.13%
2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund