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)

XLU real return snapshot: after CPI-U inflation, XLU returned +7.30% over the past year and +1.44% YTD, with dividends reinvested. Since Dec. 22, 1998, XLU is up +277.75% in real purchasing-power return, or +4.96%/yr, and is currently −8.52% below its real total-return high on Feb. 27, 2026.

Data ending Fri Jun. 12, 2026

Tue 1998-12-22💬 to Fri 2026-06-12 YTD
Return
1 Year
Return
XLU
×
+1.44%
2026-06-12
+7.30%
2026-06-12
Utilities Select Sector SPDR Fund NYSE Exchange-Traded Fund

Returns

Tue 1998-12-22💬 to Fri 2026-06-12 Overall
Return
Exponential
Trendline
XLU
×
+277.75%
+4.96%/yr
+5.97%/yr
(R2=0.899)
Utilities Select Sector SPDR Fund NYSE Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22💬 to Fri 2026-06-12 Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$37,775.36
2026-06-12
Utilities Select Sector SPDR Fund NYSE Exchange-Traded Fund

Annual Returns

Year XLU
2026 (YTD) +1.44%
2025 +13.00%
2024 +19.86%
2023 −10.17%
2022 −4.73%
2021 +9.97%
2020 −0.84%
2019 +23.12%
2018 +1.99%
2017 +9.73%
2016 +13.72%
2015 −5.62%
2014 +27.78%
2013 +11.39%
2012 −0.68%
2011 +16.19%
2010 +3.76%
2009 +8.75%
2008 −28.97%
2007 +13.76%
2006 +17.92%
2005 +12.53%
2004 +19.69%
2003 +24.13%
2002 −30.43%
2001 −14.33%
2000 +18.46%
1999 −5.72%
1998 +1.38%

Drawdowns

Tue 1998-12-22💬 to Fri 2026-06-12 Current
Drawdown
Worst
Drawdown
XLU
×
−8.52%
from 2026-02-27 peak
−54.13%
2002-10-09
from 2000-12-13 peak
Utilities Select Sector SPDR Fund NYSE Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-06-12 1
Year
2
Years
3
Years
5
Years
10
Years
XLU
×
+7.30% +26.32%
+12.39%/yr
+33.71%
+10.17%/yr
+26.23%
+4.77%/yr
+73.52%
+5.67%/yr
Utilities Select Sector SPDR Fund NYSE Exchange-Traded Fund