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 Wed 2025-04-16 YTD
Return
TRR
Price
XLU
×
+0.98%
2025-04-16
3.286 TRR
2025-04-16
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Returns

Tue 1998-12-22? to Wed 2025-04-16 Overall
Return
Exponential
Trendline
XLU
×
+228.55%
+4.62%/yr
+5.88%/yr
(R2=0.884)
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22? to Wed 2025-04-16 Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$32,855.31
2025-04-16
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Annual Returns

Year XLU
2025 (YTD) +0.98%
2024 +19.86%
2023 −10.17%
2022 −4.72%
2021 +9.96%
2020 −0.84%
2019 +23.10%
2018 +2.01%
2017 +9.73%
2016 +13.73%
2015 −5.62%
2014 +27.79%
2013 +11.37%
2012 −0.67%
2011 +16.18%
2010 +3.77%
2009 +8.73%
2008 −28.96%
2007 +13.78%
2006 +17.89%
2005 +12.55%
2004 +19.66%
2003 +24.15%
2002 −30.44%
2001 −14.32%
2000 +18.45%
1999 −6.91%
1998 +1.37%

Drawdowns

Tue 1998-12-22? to Wed 2025-04-16 Current
Drawdown
Worst
Drawdown
XLU
×
−7.11% −54.10%
2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund