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 2026-04-13 YTD
Return
TRR
Price
XLU
×
+7.26%
2026-04-13
3.996 TRR
2026-04-13
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Returns

Tue 1998-12-22? to Mon 2026-04-13 Overall
Return
Exponential
Trendline
XLU
×
+299.57%
+5.20%/yr
+5.96%/yr
(R2=0.897)
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22? to Mon 2026-04-13 Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$39,956.93
2026-04-13
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Annual Returns

Year XLU
2026 (YTD) +7.26%
2025 +13.01%
2024 +19.86%
2023 −10.18%
2022 −4.72%
2021 +9.96%
2020 −0.85%
2019 +23.14%
2018 +1.98%
2017 +9.75%
2016 +13.69%
2015 −5.62%
2014 +27.77%
2013 +11.45%
2012 −0.73%
2011 +16.18%
2010 +3.76%
2009 +8.81%
2008 −29.01%
2007 +13.79%
2006 +17.94%
2005 +12.54%
2004 +19.65%
2003 +24.13%
2002 −30.40%
2001 −14.37%
2000 +18.47%
1999 −5.69%
1998 +1.38%

Drawdowns

Tue 1998-12-22? to Mon 2026-04-13 Current
Drawdown
Worst
Drawdown
XLU
×
−3.27% −54.12%
2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund