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 Fri 2025-09-12 YTD
Return
TRR
Price
XLU
×
+11.49%
2025-09-12
3.627 TRR
2025-09-12
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Returns

Tue 1998-12-22? to Fri 2025-09-12 Overall
Return
Exponential
Trendline
XLU
×
+262.75%
+4.94%/yr
+5.90%/yr
(R2=0.889)
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22? to Fri 2025-09-12 Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$36,274.93
2025-09-12
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Annual Returns

Year XLU
2025 (YTD) +11.49%
2024 +19.87%
2023 −10.18%
2022 −4.72%
2021 +9.96%
2020 −0.83%
2019 +23.11%
2018 +2.00%
2017 +9.73%
2016 +13.71%
2015 −5.61%
2014 +27.78%
2013 +11.39%
2012 −0.70%
2011 +16.19%
2010 +3.79%
2009 +8.71%
2008 −28.96%
2007 +13.76%
2006 +17.94%
2005 +12.52%
2004 +19.70%
2003 +24.14%
2002 −30.44%
2001 −14.35%
2000 +18.48%
1999 −6.91%
1998 +1.36%

Drawdowns

Tue 1998-12-22? to Fri 2025-09-12 Current
Drawdown
Worst
Drawdown
XLU
×
−2.42% −54.13%
2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund