Last Update: 30 September 2021

Holding a position in the Energy Select Sector SPDR Fund (XLE) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all 15 years rolling periods, you would have obtained a positive returns 96.81% of times

All the returns are calculated over the available historical serie, starting from January 1999 until September 2021.

In order to have complete information about the ETF, please refer to the Energy Select Sector SPDR Fund (XLE) ETF: historical returns page.

Rolling Returns

Energy Select Sector SPDR Fund (XLE) ETF: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.99% +82.19%
Oct 2020 - Sep 2021
-52.34%
Apr 2019 - Mar 2020
35.50%
2 Years
+5.97% +51.60%
Oct 2003 - Sep 2005
-32.97%
Oct 2018 - Sep 2020
38.80%
3 Years
+5.90% +40.56%
Feb 2003 - Jan 2006
-21.66%
Apr 2017 - Mar 2020
44.12%
4 Years
+6.45% +35.13%
Nov 2003 - Oct 2007
-15.73%
Nov 2016 - Oct 2020
32.74%
5 Years
+6.92% +31.68%
May 2003 - Apr 2008
-14.48%
Apr 2015 - Mar 2020
21.96%
6 Years
+7.01% +24.29%
Jul 2002 - Jun 2008
-13.90%
Apr 2014 - Mar 2020
18.81%
7 Years
+7.00% +18.31%
Jul 2001 - Jun 2008
-11.31%
Nov 2013 - Oct 2020
14.74%
8 Years
+7.06% +19.30%
May 2003 - Apr 2011
-7.73%
Apr 2012 - Mar 2020
17.42%
9 Years
+6.91% +16.80%
Mar 1999 - Feb 2008
-7.83%
Apr 2011 - Mar 2020
13.25%
10 Years
+6.71% +15.31%
Nov 2003 - Oct 2013
-4.03%
Nov 2010 - Oct 2020
10.39%
11 Years
+6.93% +15.84%
May 2003 - Apr 2014
-2.90%
Nov 2009 - Oct 2020
7.75%
12 Years
+6.92% +14.79%
Sep 2002 - Aug 2014
-4.94%
Apr 2008 - Mar 2020
7.69%
13 Years
+6.66% +11.96%
Oct 2001 - Sep 2014
-4.66%
Nov 2007 - Oct 2020
15.25%
14 Years
+6.87% +11.34%
Mar 1999 - Feb 2013
-2.04%
Nov 2006 - Oct 2020
10.38%
15 Years
+6.91% +11.57%
Mar 1999 - Feb 2014
-1.30%
Oct 2005 - Sep 2020
3.19%

* Annualized rolling and average returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.99% +82.19%
Oct 2020 - Sep 2021
-52.34%
Apr 2019 - Mar 2020
35.50%
93 out of 262

Annualized Rolling Returns - 2 Years (24 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.97% +51.60%
Oct 2003 - Sep 2005
-32.97%
Oct 2018 - Sep 2020
38.80%
97 out of 250

Annualized Rolling Returns - 3 Years (36 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+5.90% +40.56%
Feb 2003 - Jan 2006
-21.66%
Apr 2017 - Mar 2020
44.12%
105 out of 238

Annualized Rolling Returns - 4 Years (48 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.45% +35.13%
Nov 2003 - Oct 2007
-15.73%
Nov 2016 - Oct 2020
32.74%
74 out of 226

Annualized Rolling Returns - 5 Years (60 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.92% +31.68%
May 2003 - Apr 2008
-14.48%
Apr 2015 - Mar 2020
21.96%
47 out of 214

Annualized Rolling Returns - 6 Years (72 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.01% +24.29%
Jul 2002 - Jun 2008
-13.90%
Apr 2014 - Mar 2020
18.81%
38 out of 202

Annualized Rolling Returns - 7 Years (84 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.00% +18.31%
Jul 2001 - Jun 2008
-11.31%
Nov 2013 - Oct 2020
14.74%
28 out of 190

Annualized Rolling Returns - 8 Years (96 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+7.06% +19.30%
May 2003 - Apr 2011
-7.73%
Apr 2012 - Mar 2020
17.42%
31 out of 178

Annualized Rolling Returns - 9 Years (108 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.91% +16.80%
Mar 1999 - Feb 2008
-7.83%
Apr 2011 - Mar 2020
13.25%
22 out of 166

Annualized Rolling Returns - 10 Years (120 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.71% +15.31%
Nov 2003 - Oct 2013
-4.03%
Nov 2010 - Oct 2020
10.39%
16 out of 154

Annualized Rolling Returns - 11 Years (132 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.93% +15.84%
May 2003 - Apr 2014
-2.90%
Nov 2009 - Oct 2020
7.75%
11 out of 142

Annualized Rolling Returns - 12 Years (144 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.92% +14.79%
Sep 2002 - Aug 2014
-4.94%
Apr 2008 - Mar 2020
7.69%
10 out of 130

Annualized Rolling Returns - 13 Years (156 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.66% +11.96%
Oct 2001 - Sep 2014
-4.66%
Nov 2007 - Oct 2020
15.25%
18 out of 118

Annualized Rolling Returns - 14 Years (168 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.87% +11.34%
Mar 1999 - Feb 2013
-2.04%
Nov 2006 - Oct 2020
10.38%
11 out of 106

Annualized Rolling Returns - 15 Years (180 months)

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Average
Return
Best
Return
Worst
Return
Negative
Periods
+6.91% +11.57%
Mar 1999 - Feb 2014
-1.30%
Oct 2005 - Sep 2020
3.19%
3 out of 94

In order to have complete information about the ETF, please refer to the Energy Select Sector SPDR Fund (XLE) ETF: historical returns page.

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