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 2025-05-27 YTD
Return
TRR
Price
XLU
×
+6.73%
2025-05-27
3.472 TRR
2025-05-27
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Returns

Tue 1998-12-22? to Tue 2025-05-27 Overall
Return
Exponential
Trendline
XLU
×
+247.24%
+4.82%/yr
+5.88%/yr
(R2=0.885)
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22? to Tue 2025-05-27 Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$34,723.64
2025-05-27
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Annual Returns

Year XLU
2025 (YTD) +6.73%
2024 +19.86%
2023 −10.17%
2022 −4.73%
2021 +9.96%
2020 −0.83%
2019 +23.13%
2018 +1.98%
2017 +9.73%
2016 +13.72%
2015 −5.62%
2014 +27.79%
2013 +11.38%
2012 −0.67%
2011 +16.19%
2010 +3.76%
2009 +8.73%
2008 −28.97%
2007 +13.76%
2006 +17.95%
2005 +12.50%
2004 +19.69%
2003 +24.12%
2002 −30.42%
2001 −14.34%
2000 +18.48%
1999 −6.92%
1998 +1.36%

Drawdowns

Tue 1998-12-22? to Tue 2025-05-27 Current
Drawdown
Worst
Drawdown
XLU
×
−1.81% −54.12%
2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund