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XLU
Utilities Select Sector SPDR FundETF · Sectors
$45.76+$0.99 (+2.21%)as of market close, Jul 2, 2026
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XLU trailing returns

Utilities Select Sector SPDR Fund's 10-year annualized return is +12.2% per year (+217.3% 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 July 2, 2026 — cumulative and annualized, with dividends on or off.

Trailing returns by period#

To 2026-07-02. Annualized (CAGR) for windows of a year or more.

PeriodPathAnnualizedCumulative
1 day+2.2%
1 week-0.2%
1 month+4.2%
YTD+7.9%
1 year
+14.8%
+14.8%
5 years
+13.4%
+87.7%
10 years
+12.2%
+217.3%
20 years
+12.4%
+942.7%
Since inception (1998)
+11.2%
+1762.9%

Growth of XLU#

Actual index level (solid); dashed lines are each window's constant-rate path from start to today.

2.05.010.020.020002004200820122016202020245 yearsJul 2021 → Jul 2026+87.7%+13.4%/year10 yearsJul 2016 → Jul 2026+217.3%+12.2%/year20 yearsJul 2006 → Jul 2026+942.7%+12.4%/yearSince inception (1998)Dec 1998 → Jul 2026+1762.9%+11.2%/year

Methodology#

Trailing returns measure from the closest close about N years before the latest close (2026-07-02). 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.

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 10-year return?
Over the last 10 years, Utilities Select Sector SPDR Fund (XLU) returned about +12.2% a year annualized (+217.3% 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 +12.4% a year (+942.7% cumulative).
What is Utilities Select Sector SPDR Fund's return since inception?
Since 1998, Utilities Select Sector SPDR Fund (XLU) has compounded at about +11.2% a year — +1762.9% in total.