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 Thu 2025-04-17?
XLU
×
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Returns

Tue 1998-12-22? to Thu 2025-04-17? Overall
Return
Exponential
Trendline
XLU
×
+236.08%
+4.71%/yr
+5.89%/yr
(R2=0.885)
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000

Tue 1998-12-22? to Thu 2025-04-17? Start
Value
End
Value
XLU
×
$10,000.00
1998-12-22
$33,608.25
2025-04-17
Utilities Select Sector SPDR Fund Exchange-Traded Fund

Annual Returns

Year XLU
2025 (YTD) +11.59%
2024 +19.86%
2023 −10.16%
2022 −4.73%
2021 +9.96%
2020 −0.85%
2019 +23.11%
2018 +2.01%
2017 +9.72%
2016 +13.70%
2015 −5.60%
2014 +27.75%
2013 +11.41%
2012 −0.67%
2011 +16.22%
2010 +3.75%
2009 +8.71%
2008 −28.94%
2007 +13.75%
2006 +17.88%
2005 +12.60%
2004 +19.64%
2003 +24.13%
2002 −30.40%
2001 −14.34%
2000 +18.42%
1999 −5.76%
1998 +1.46%

Drawdowns

Tue 1998-12-22? to Thu 2025-04-17? Final
Drawdown
Worst
Drawdown
XLU
×
−6.23% −54.13%
2002-10-09
Utilities Select Sector SPDR Fund Exchange-Traded Fund