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 2025-11-18 YTD
Return
TRR
Price
XLU
×
+16.48%
2025-11-18
3.79 TRR
2025-11-18
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Returns

Tue 1998-12-22? to Tue 2025-11-18 Overall
Return
Exponential
Trendline
XLU
×
+279.01%
+5.08%/yr
+5.92%/yr
(R2=0.891)
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22? to Tue 2025-11-18 Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$37,901.44
2025-11-18
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Annual Returns

Year XLU
2025 (YTD) +16.48%
2024 +19.86%
2023 −10.18%
2022 −4.73%
2021 +9.97%
2020 −0.83%
2019 +23.12%
2018 +1.98%
2017 +9.74%
2016 +13.70%
2015 −5.61%
2014 +27.79%
2013 +11.40%
2012 −0.70%
2011 +16.21%
2010 +3.75%
2009 +8.72%
2008 −28.97%
2007 +13.78%
2006 +17.93%
2005 +12.53%
2004 +19.67%
2003 +24.09%
2002 −30.42%
2001 −14.32%
2000 +18.45%
1999 −6.91%
1998 +1.40%

Drawdowns

Tue 1998-12-22? to Tue 2025-11-18 Current
Drawdown
Worst
Drawdown
XLU
×
−4.23% −54.10%
2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund