XLU returns by year
Utilities Select Sector SPDR Fund has returned +11.2% annually (CAGR) since 1999. Calendar-year, monthly and weekly total returns for Utilities Select Sector SPDR Fund (XLU) below, through July 2, 2026 — the most recent year is year-to-date.
Utilities Select Sector SPDR Fund returns by year (1999–2026)#
Calendar-year returns with each year's path and its dividend contribution (dividend return = total minus price return).
| Year | Start price | End price | Path | Dividend | Total return |
|---|---|---|---|---|---|
| 2026YTD | $42.69 | $45.76 | +0.7% | +7.9% | |
| 2025 | $37.85 | $42.69 | +5.6% | +18.4% | |
| 2024 | $31.67 | $37.85 | +7.6% | +27.1% | |
| 2023 | $35.25 | $31.67 | +6.0% | -4.2% | |
| 2022 | $35.79 | $35.25 | +5.9% | +4.4% | |
| 2021 | $31.35 | $35.79 | +7.1% | +21.3% | |
| 2020 | $32.31 | $31.35 | +7.0% | +4.0% | |
| 2019 | $26.46 | $32.31 | +7.7% | +29.8% | |
| 2018 | $26.34 | $26.46 | +7.0% | +7.4% | |
| 2017 | $24.29 | $26.34 | +7.2% | +15.7% | |
| 2016 | $21.64 | $24.29 | +7.7% | +20.0% | |
| 2015 | $23.61 | $21.64 | +6.9% | -1.5% |
Total return by period
Methodology#
Returns are total returns (dividends reinvested), computed from XLU's split- and dividend-adjusted closes. The bar chart switches between annual and monthly periods. Annualized return is the compound annual growth rate over the full period. The current year is year-to-date. See also the periodic table of returns. Past performance does not predict future returns; not investment advice.
See also: S&P 500 · Nasdaq-100 · Dow Jones · Russell 2000 · US Bond Market · Gold · Silver · Bitcoin · Ethereum
FAQ
- What is Utilities Select Sector SPDR Fund's average annual return?
- Since 1999, Utilities Select Sector SPDR Fund (XLU) has returned about 11.2% a year (the compound annual growth rate) and an average calendar-year return of 12.3%.
- What were Utilities Select Sector SPDR Fund's best and worst years?
- Over 1999–2026, the best year was 2014 (+33.2%) and the worst was 2008 (-26.4%).
- How often is Utilities Select Sector SPDR Fund up in a year?
- 21 of the 27 full years since 1999 were positive — about 78% of the time.