The total return over the past 12 months is -7.32% vs. +15.54% for the S&P 500. So far it's up -5.12% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (9.89%) | +10.40% | +4.44% | +4.94% | +5.89% | +4.33% |
| Total Return CAGR | (7.32%) | +13.72% | +7.61% | +8.29% | +9.48% | +7.98% |
| Revenue CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Net Income CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| EPS CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | +3.25% | +4.00% | +3.27% | +3.83% | +4.07% | +4.23% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
State Street Utilities Select Sector SPDR ETF (XLU)
| Year | Start price | End price | XLU Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $42.69 | $39.68 | (5.12%) | +12.91% | (18.03%) |
| 2025 | $37.85 | $42.69 | +15.99% | +17.72% | (1.73%) |
| 2024 | $31.67 | $37.85 | +23.28% | +24.89% | (1.61%) |
| 2023 | $35.25 | $31.67 | (7.16%) | +26.19% | (33.35%) |
| 2022 | $35.79 | $35.25 | +1.42% | (18.17%) | +19.59% |
| 2021 | $31.35 | $35.79 | +17.69% | +28.74% | (11.05%) |
| 2020 | $32.31 | $31.35 | +0.57% | +18.37% | (17.80%) |
| 2019 | $26.46 | $32.31 | +25.91% | +31.22% | (5.31%) |
| 2018 | $26.34 | $26.46 | +3.92% | (4.56%) | +8.48% |
| 2017 | $24.29 | $26.34 | +12.01% | +21.70% | (9.69%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
