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 2024-12-20 YTD
Return
TRR
Price
XLU
×
+19.91%
2024-12-20
3.255 TRR
2024-12-20
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Returns

Tue 1998-12-22? to Fri 2024-12-20 Overall
Return
Exponential
Trendline
XLU
×
+225.51%
+4.64%/yr
+5.87%/yr
(R2=0.880)
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22? to Fri 2024-12-20 Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$32,551.11
2024-12-20
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Annual Returns

Year XLU
2024 (YTD) +19.91%
2023 −10.17%
2022 −4.73%
2021 +9.97%
2020 −0.85%
2019 +23.13%
2018 +1.99%
2017 +9.74%
2016 +13.72%
2015 −5.63%
2014 +27.77%
2013 +11.40%
2012 −0.67%
2011 +16.18%
2010 +3.76%
2009 +8.75%
2008 −28.98%
2007 +13.78%
2006 +17.93%
2005 +12.52%
2004 +19.67%
2003 +24.17%
2002 −30.46%
2001 −14.32%
2000 +18.46%
1999 −6.89%
1998 +1.36%

Drawdowns

Tue 1998-12-22? to Fri 2024-12-20 Current
Drawdown
Worst
Drawdown
XLU
×
−7.97% −54.13%
2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund