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 2025-12-23 YTD
Return
TRR
Price
XLU
×
+12.63%
2025-12-23
3.713 TRR
2025-12-23
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Returns

Tue 1998-12-22? to Tue 2025-12-23 Overall
Return
Exponential
Trendline
XLU
×
+271.25%
+4.98%/yr
+5.93%/yr
(R2=0.894)
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22? to Tue 2025-12-23 Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$37,125.44
2025-12-23
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Annual Returns

Year XLU
2025 (YTD) +12.63%
2024 +19.86%
2023 −10.18%
2022 −4.72%
2021 +9.96%
2020 −0.83%
2019 +23.11%
2018 +2.00%
2017 +9.74%
2016 +13.71%
2015 −5.64%
2014 +27.82%
2013 +11.39%
2012 −0.68%
2011 +16.15%
2010 +3.80%
2009 +8.75%
2008 −29.00%
2007 +13.74%
2006 +17.90%
2005 +12.60%
2004 +19.66%
2003 +24.13%
2002 −30.44%
2001 −14.31%
2000 +18.40%
1999 −5.67%
1998 +1.39%

Drawdowns

Tue 1998-12-22? to Tue 2025-12-23 Current
Drawdown
Worst
Drawdown
XLU
×
−7.55% −54.12%
2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund