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 2026-02-27 YTD
Return
TRR
Price
XLU
×
+11.16%
2026-02-27
4.14 TRR
2026-02-27
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Returns

Tue 1998-12-22? to Fri 2026-02-27 Overall
Return
Exponential
Trendline
XLU
×
+313.96%
+5.36%/yr
+5.95%/yr
(R2=0.896)
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22? to Fri 2026-02-27 Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$41,396.36
2026-02-27
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Annual Returns

Year XLU
2026 (YTD) +11.16%
2025 +13.00%
2024 +19.87%
2023 −10.17%
2022 −4.72%
2021 +9.98%
2020 −0.85%
2019 +23.12%
2018 +2.00%
2017 +9.74%
2016 +13.70%
2015 −5.62%
2014 +27.75%
2013 +11.40%
2012 −0.68%
2011 +16.24%
2010 +3.71%
2009 +8.80%
2008 −29.00%
2007 +13.75%
2006 +17.91%
2005 +12.54%
2004 +19.69%
2003 +24.14%
2002 −30.41%
2001 −14.33%
2000 +18.42%
1999 −5.73%
1998 +1.39%

Drawdowns

Tue 1998-12-22? to Fri 2026-02-27 Current
Drawdown
Worst
Drawdown
XLU
×
0.00% −54.14%
2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund