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 Mon 2018-12-31?
XLU
×
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Returns

Tue 1998-12-22? to Mon 2018-12-31? Overall
Return
Exponential
Trendline
XLU
×
+136.26%
+4.39%/yr
+5.27%/yr
(R2=0.764)
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22? to Mon 2018-12-31? Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$23,625.91
2018-12-31
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Annual Returns

Year XLU
2025 (YTD) +4.45%
2024 +19.86%
2023 −10.17%
2022 −4.73%
2021 +9.97%
2020 −0.85%
2019 +23.12%
2018 +1.99%
2017 +9.73%
2016 +13.73%
2015 −5.61%
2014 +27.76%
2013 +11.41%
2012 −0.67%
2011 +16.19%
2010 +3.73%
2009 +8.75%
2008 −28.97%
2007 +13.75%
2006 +17.94%
2005 +12.53%
2004 +19.68%
2003 +24.10%
2002 −30.40%
2001 −14.33%
2000 +18.42%
1999 −6.89%
1998 +1.36%

Drawdowns

Tue 1998-12-22? to Mon 2018-12-31? Final
Drawdown
Worst
Drawdown
XLU
×
−6.08% −54.11%
2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund