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 2024-07-19 YTD
Return
TRR
Price
XLU
×
+9.73%
2024-07-19
2.979 TRR
2024-07-19
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Returns

Tue 1998-12-22? to Fri 2024-07-19 Overall
Return
Exponential
Trendline
XLU
×
+197.92%
+4.36%/yr
+5.85%/yr
(R2=0.874)
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22? to Fri 2024-07-19 Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$29,791.84
2024-07-19
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Annual Returns

Year XLU
2024 (YTD) +9.73%
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 +11.37%
2012 −0.67%
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 +24.17%
2002 −30.43%
2001 −14.36%
2000 +18.45%
1999 −6.87%
1998 +1.36%

Drawdowns

Tue 1998-12-22? to Fri 2024-07-19 Current
Drawdown
Worst
Drawdown
XLU
×
−10.39% −54.14%
2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund