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 2025-10-07 YTD
Return
TRR
Price
XLU
×
+18.14%
2025-10-07
3.844 TRR
2025-10-07
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Returns

Tue 1998-12-22? to Tue 2025-10-07 Overall
Return
Exponential
Trendline
XLU
×
+284.40%
+5.15%/yr
+5.90%/yr
(R2=0.890)
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22? to Tue 2025-10-07 Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$38,439.90
2025-10-07
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Annual Returns

Year XLU
2025 (YTD) +18.14%
2024 +19.86%
2023 −10.17%
2022 −4.73%
2021 +9.98%
2020 −0.85%
2019 +23.13%
2018 +1.99%
2017 +9.73%
2016 +13.71%
2015 −5.61%
2014 +27.78%
2013 +11.38%
2012 −0.67%
2011 +16.20%
2010 +3.77%
2009 +8.71%
2008 −28.96%
2007 +13.76%
2006 +17.91%
2005 +12.53%
2004 +19.69%
2003 +24.12%
2002 −30.41%
2001 −14.34%
2000 +18.43%
1999 −6.90%
1998 +1.36%

Drawdowns

Tue 1998-12-22? to Tue 2025-10-07 Current
Drawdown
Worst
Drawdown
XLU
×
0.00% −54.13%
2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund