$1,000 invested Utilities Select Sector SPDR (2021)
NYSE · XLU · reinvest dividends · adjusted close
●Result2021-01-04 — 2026-08-28
Today you would have
$1,640
+$640 (+63.97%)
XLUSPY (benchmark)
- Entry price
- $26.06
- Current price
- $42.73
- Shares
- 38.3724
- CAGR
- +9.15%
- Max Drawdown
- -25.26%
- vs SPY
- -60.13 pp
✦The story
Invested at the start of 2021, $1,000 in the Utilities Select Sector SPDR fund reached $1,640 by mid-2026, a total return of +64.0%. The traditionally defensive sector weathered the rate-hike era with a maximum drawdown of 25.3% before recovering. Over the full period it trailed the S&P 500's +124.1%.
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