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 2024-10-21 YTD
Return
TRR
Price
XLU
×
+28.15%
2024-10-21
3.48 TRR
2024-10-21
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Returns

Tue 1998-12-22? to Mon 2024-10-21 Overall
Return
Exponential
Trendline
XLU
×
+247.95%
+4.95%/yr
+5.86%/yr
(R2=0.878)
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22? to Mon 2024-10-21 Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$34,795.40
2024-10-21
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Annual Returns

Year XLU
2024 (YTD) +28.15%
2023 −10.17%
2022 −4.73%
2021 +9.97%
2020 −0.85%
2019 +23.12%
2018 +1.99%
2017 +9.73%
2016 +13.73%
2015 −5.61%
2014 +27.77%
2013 +11.38%
2012 −0.67%
2011 +16.19%
2010 +3.77%
2009 +8.76%
2008 −28.98%
2007 +13.76%
2006 +17.90%
2005 +12.53%
2004 +19.74%
2003 +24.12%
2002 −30.44%
2001 −14.33%
2000 +18.47%
1999 −6.94%
1998 +1.41%

Drawdowns

Tue 1998-12-22? to Mon 2024-10-21 Current
Drawdown
Worst
Drawdown
XLU
×
−0.74% −54.13%
2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund