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 2026-03-23 YTD
Return
TRR
Price
XLU
×
+4.58%
2026-03-23
3.894 TRR
2026-03-23
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Returns

Tue 1998-12-22? to Mon 2026-03-23 Overall
Return
Exponential
Trendline
XLU
×
+289.39%
+5.12%/yr
+5.96%/yr
(R2=0.896)
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22? to Mon 2026-03-23 Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$38,939.13
2026-03-23
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Annual Returns

Year XLU
2026 (YTD) +4.58%
2025 +12.98%
2024 +19.86%
2023 −10.17%
2022 −4.71%
2021 +9.97%
2020 −0.86%
2019 +23.11%
2018 +2.00%
2017 +9.72%
2016 +13.74%
2015 −5.63%
2014 +27.77%
2013 +11.44%
2012 −0.74%
2011 +16.20%
2010 +3.79%
2009 +8.74%
2008 −28.97%
2007 +13.73%
2006 +17.96%
2005 +12.49%
2004 +19.71%
2003 +24.12%
2002 −30.40%
2001 −14.36%
2000 +18.47%
1999 −5.75%
1998 +1.39%

Drawdowns

Tue 1998-12-22? to Mon 2026-03-23 Current
Drawdown
Worst
Drawdown
XLU
×
−5.71% −54.13%
2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund