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 2025-04-23 YTD
Return
TRR
Price
XLU
×
+2.70%
2025-04-23
3.342 TRR
2025-04-23
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Returns

Tue 1998-12-22? to Wed 2025-04-23 Overall
Return
Exponential
Trendline
XLU
×
+234.17%
+4.69%/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 2025-04-23 Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$33,417.24
2025-04-23
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Annual Returns

Year XLU
2025 (YTD) +2.70%
2024 +19.86%
2023 −10.17%
2022 −4.73%
2021 +9.97%
2020 −0.84%
2019 +23.11%
2018 +1.99%
2017 +9.74%
2016 +13.72%
2015 −5.64%
2014 +27.80%
2013 +11.39%
2012 −0.67%
2011 +16.17%
2010 +3.77%
2009 +8.72%
2008 −28.98%
2007 +13.77%
2006 +17.92%
2005 +12.54%
2004 +19.65%
2003 +24.14%
2002 −30.42%
2001 −14.31%
2000 +18.44%
1999 −6.90%
1998 +1.37%

Drawdowns

Tue 1998-12-22? to Wed 2025-04-23 Current
Drawdown
Worst
Drawdown
XLU
×
−5.52% −54.13%
2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund