Utilities Select Sector SPDR Fund trailing returns
Utilities Select Sector SPDR Fund's 10-year annualized return is +9.2% per year (+140.1% cumulative). How Utilities Select Sector SPDR Fund (XLU) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through September 11, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-09-11. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | -0.3% | |
| 1 week | — | -1.5% | |
| 1 month | — | -3.3% | |
| YTD | — | +0.6% | |
| 1 year | +3.0% | +3.0% | |
| 5 years | +7.6% | +44.0% | |
| 10 years | +9.2% | +140.1% | |
| 20 years | +8.3% | +388.4% | |
| Since inception (1998) | +7.4% | +618.4% |
Growth of XLU
Actual index level (solid); dashed lines are each window's constant-rate path from start to today.
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-09-11). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Total return reinvests dividends (from XLU's split- and dividend-adjusted closes); price return excludes them. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ#
- What is Utilities Select Sector SPDR Fund's 10-year return?
- Over the last 10 years, Utilities Select Sector SPDR Fund (XLU) returned about +9.2% a year annualized (+140.1% cumulative total return).
- What is Utilities Select Sector SPDR Fund's 20-year annualized return?
- Over the last 20 years, Utilities Select Sector SPDR Fund (XLU) compounded at about +8.3% a year (+388.4% cumulative).
- What is Utilities Select Sector SPDR Fund's return since inception?
- Since 1998, Utilities Select Sector SPDR Fund (XLU) has compounded at about +7.4% a year — +618.4% in total.