Utilities Select Sector SPDR Fund trailing returns
Utilities Select Sector SPDR Fund's 10-year return is +9.3% a year (CAGR) (+143.1% 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 October 27, 2026 — price return and dividends side by side, with the worst drop inside each window.
Trailing returns by period#
To 2026-10-27. Price return + dividends = total return. Per year (CAGR) for windows of a year or more, with the cumulative total return beneath. Worst drop: the deepest fall in the price from a high inside the window, and when it bottomed.
| Period | Price | DivsDividends | Total | Worst drop |
|---|---|---|---|---|
| 1 day | +0.7% | +0.0% | +0.7% | — |
| 5 days | +2.3% | +0.0% | +2.3% | -0.7%Oct 26 |
| 1 month | +8.5% | +0.0% | +8.5% | -2.0%Oct 19 |
| YTD | +0.4% | +2.1% | +2.5% | -17.8%Sep 28 |
| 1 year | -6.5% | +2.7% | -3.8% | -17.8%Sep 2026 |
| 5 years | +5.1% | +3.2% | +8.3%+48.9% | -28.1%Oct 2023 |
| 10 years | +5.9% | +3.4% | +9.3%+143.1% | -36.7%Mar 2020 |
| 20 years | +4.5% | +3.6% | +8.1%+372.1% | -48.8%Mar 2009 |
| Since inception (1998) | +3.9% | +3.5% | +7.4%+631.5% | -55.7%Oct 2002 |
Growth of XLU#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years+8.3%/year · +48.9%
- 10 years+9.3%/year · +143.1%
- 20 years+8.1%/year · +372.1%
- Since inception (1998)+7.4%/year · +631.5%
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-10-27). 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. Price return is the change in XLU's closing price; total return reinvests dividends (from its split- and dividend-adjusted closes); the dividends column is the difference between the two. The worst drop is the largest fall in the closing price from a high to a later low inside the window, the way a drawdown is usually quoted. 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 +9.3% a year annualized (+143.1% 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 +8.1% a year (+372.1% 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 — +631.5% in total.