Data Source: from January 1986 to July 2022
Consolidated Returns as of 31 Jul 2022
Live Update: Aug 15 2022
Category: Stocks
ETF: Energy Select Sector SPDR Fund (XLE)
ETF • LIVE PERFORMANCE (USD currency)
1.95%
1 Day
Aug 15 2022
1.89%
Current Month
August 2022

In the last 30 Years, the Energy Select Sector SPDR Fund (XLE) ETF obtained a 10.09% compound annual return, with a 23.20% standard deviation.

In 2021, the ETF granted a 6.27% dividend yield. If you are interested in getting periodic income, please refer to the Energy Select Sector SPDR Fund (XLE) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: North America
  • Country: U.S.
  • Sector: Energy
  • Industry: Oil & Gas Exploration & Production

The Energy Select Sector SPDR Fund (XLE) ETF is part of the following Lazy Portfolios:

Portfolio Name Author XLE Weight
Perfect Portfolio Ben Stein 4.0%

Historical Returns as of Jul 31, 2022

Historical returns and stats of Energy Select Sector SPDR Fund (XLE) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

ENERGY SELECT SECTOR SPDR FUND (XLE) ETF
Consolidated returns as of 31 Jul 2022
Data Source: from January 1986 to July 2022
Swipe left to see all data
Period Return (%)
as of Jul 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Jul 2022
9.66
9.68
0.00
1 - 0
3M
5.46
2.91
-17.12
Jun 2022 - Jun 2022
2 - 1
6M
21.34
15.14
-17.12
Jun 2022 - Jun 2022
4 - 2
YTD
44.12
35.62
-17.12
Jun 2022 - Jun 2022
5 - 2
1Y
66.12
53.08
32.97
-17.12
Jun 2022 - Jun 2022
8 - 4
67% pos
3Y(*)
14.43
9.07
42.98
-50.44
Jan 2020 - Mar 2020
21 - 15
58% pos
5Y(*)
8.56
4.49
36.42
-58.14
Aug 2018 - Mar 2020
35 - 25
58% pos
10Y(*)
4.94
2.28
28.24
-63.91
Jul 2014 - Mar 2020
64 - 56
53% pos
15Y(*)
3.89
1.47
27.66
-63.91
Jul 2014 - Mar 2020
101 - 79
56% pos
20Y(*)
9.23
6.55
25.70
-63.91
Jul 2014 - Mar 2020
141 - 99
59% pos
25Y(*)
8.00
5.39
24.86
-63.91
Jul 2014 - Mar 2020
165 - 135
55% pos
30Y(*)
10.09
7.38
23.20
-63.91
Jul 2014 - Mar 2020
208 - 152
58% pos
MAX(*)
01 Jan 1986
11.46
8.46
22.47
-63.91
Jul 2014 - Mar 2020
256 - 183
58% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Jul 2022. Current inflation (annualized) is 1Y: 8.52% , 5Y: 3.89% , 10Y: 2.60% , 30Y: 2.52%

ETF Returns, up to December 1998, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

Correlations as of Jul 31, 2022

Monthly correlations of Energy Select Sector SPDR Fund (XLE) ETF vs the main Asset Classes, over different timeframes.

Columns are sortable (click on table header to sort).

ENERGY SELECT SECTOR SPDR FUND (XLE) ETF
Monthly correlations as of 31 Jul 2022
Swipe left to see all data
Correlation vs XLE
 
Asset Class 1 Year 5 Years 10 Years 30 Years Since
Jan 1992
US Total Stock Market
VTI
0.33
0.67
0.66
0.61
0.61
US Large Cap
SPY
0.34
0.65
0.64
0.61
0.61
US Small Cap
IJR
0.37
0.76
0.73
0.60
0.60
US REITs
VNQ
0.12
0.54
0.42
0.39
0.39
US Technology
QQQ
0.22
0.47
0.45
0.38
0.38
Preferred Stocks
PFF
0.39
0.56
0.49
0.31
0.31
EAFE Stocks
EFA
0.52
0.71
0.65
0.61
0.60
World All Countries
VT
0.41
0.70
0.68
0.65
0.65
Emerging Markets
EEM
0.47
0.59
0.55
0.54
0.54
Europe
VGK
0.49
0.70
0.63
0.62
0.62
Pacific
VPL
0.50
0.67
0.59
0.51
0.50
Latin America
FLLA
0.68
0.60
0.57
0.56
0.55
US Total Bond Market
BND
0.19
0.02
-0.03
0.00
0.00
Long Term Treasuries
TLT
-0.07
-0.38
-0.36
-0.27
-0.26
US Cash
BIL
-0.19
-0.36
-0.23
0.00
0.00
TIPS
TIP
0.24
0.12
0.11
0.13
0.13
Investment Grade Bonds
LQD
0.31
0.29
0.23
0.17
0.17
High Yield Bonds
HYG
0.50
0.61
0.59
0.47
0.47
International Bond Market
BNDX
0.11
0.01
-0.02
0.04
0.04
Emerging Market Bonds
EMB
0.38
0.44
0.38
0.33
0.33
Gold
GLD
-0.03
-0.10
-0.02
0.08
0.08
Commodities
DBC
0.72
0.70
0.67
0.61
0.61

Capital Growth as of Jul 31, 2022

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the Energy Select Sector SPDR Fund (XLE) ETF: Dividend Yield page.

An investment of 1000$, since August 1992, now would be worth 17866.17$, with a total return of 1686.62% (10.09% annualized).

The Inflation Adjusted Capital now would be 8472.49$, with a net total return of 747.25% (7.38% annualized).
An investment of 1000$, since January 1986, now would be worth 52922.11$, with a total return of 5192.21% (11.46% annualized).

The Inflation Adjusted Capital now would be 19523.64$, with a net total return of 1852.36% (8.46% annualized).

Drawdowns

Worst drawdowns since August 1992.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-63.91% Jul 2014 Mar 2020 69 Mar 2022 24 93
-53.13% Jul 2008 Feb 2009 8 Jul 2013 53 61
-35.68% May 2001 Sep 2002 17 Jul 2004 22 39
-17.12% Jun 2022 Jun 2022 1 in progress 1 2
-12.29% Jan 2008 Jan 2008 1 Apr 2008 3 4
-11.35% Oct 1993 Jun 1994 9 Feb 1995 8 17
-9.27% May 1998 Aug 1998 4 Sep 1998 1 5
-9.23% Feb 2006 Feb 2006 1 Jul 2006 5 6
-9.11% Jun 2000 Jul 2000 2 Aug 2000 1 3
-9.04% Oct 2005 Oct 2005 1 Jan 2006 3 4
-9.02% Dec 1998 Feb 1999 3 Mar 1999 1 4
-8.79% Sep 1999 Feb 2000 6 Mar 2000 1 7
-8.56% Aug 2006 Sep 2006 2 Nov 2006 2 4
-7.93% Oct 1997 Jan 1998 4 Mar 1998 2 6
-7.82% Oct 2000 Nov 2000 2 Dec 2000 1 3
-7.22% Mar 2005 Apr 2005 2 Jun 2005 2 4
-7.21% Jan 2001 Mar 2001 3 Apr 2001 1 4
-5.90% Oct 1992 Nov 1992 2 Feb 1993 3 5
-5.80% Jan 2014 Jan 2014 1 Mar 2014 2 3
-5.68% Dec 2006 Feb 2007 3 Mar 2007 1 4

Worst drawdowns since January 1986.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-63.91% Jul 2014 Mar 2020 69 Mar 2022 24 93
-53.13% Jul 2008 Feb 2009 8 Jul 2013 53 61
-35.68% May 2001 Sep 2002 17 Jul 2004 22 39
-30.20% Sep 1987 Nov 1987 3 Jul 1989 20 23
-17.12% Jun 2022 Jun 2022 1 in progress 1 2
-12.29% Jan 2008 Jan 2008 1 Apr 2008 3 4
-11.35% Oct 1993 Jun 1994 9 Feb 1995 8 17
-9.84% Nov 1991 Mar 1992 5 May 1992 2 7
-9.27% May 1998 Aug 1998 4 Sep 1998 1 5
-9.23% Feb 2006 Feb 2006 1 Jul 2006 5 6
-9.14% Aug 1990 Oct 1990 3 Feb 1991 4 7
-9.11% Jun 2000 Jul 2000 2 Aug 2000 1 3
-9.04% Oct 2005 Oct 2005 1 Jan 2006 3 4
-9.02% Dec 1998 Feb 1999 3 Mar 1999 1 4
-8.79% Sep 1999 Feb 2000 6 Mar 2000 1 7
-8.56% Aug 2006 Sep 2006 2 Nov 2006 2 4
-7.93% Oct 1997 Jan 1998 4 Mar 1998 2 6
-7.82% Oct 2000 Nov 2000 2 Dec 2000 1 3
-7.22% Mar 2005 Apr 2005 2 Jun 2005 2 4
-7.21% Jan 2001 Mar 2001 3 Apr 2001 1 4

Rolling Returns ( more details)

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

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
13.46 109.61
Nov 2020 - Oct 2021
-52.34
Apr 2019 - Mar 2020
25.93%
2 Years
11.01 70.34
Apr 2020 - Mar 2022
-32.97
Oct 2018 - Sep 2020
23.32%
3 Years
10.37 40.56
Feb 2003 - Jan 2006
-21.66
Apr 2017 - Mar 2020
26.24%
5 Years
10.38 31.68
May 2003 - Apr 2008
-14.48
Apr 2015 - Mar 2020
12.89%
7 Years
10.41 21.09
May 1992 - Apr 1999
-11.31
Nov 2013 - Oct 2020
8.99%
10 Years
10.95 19.56
May 1989 - Apr 1999
-4.03
Nov 2010 - Oct 2020
5.31%
15 Years
10.98 18.79
Feb 1986 - Jan 2001
-1.30
Oct 2005 - Sep 2020
1.15%
20 Years
11.11 17.66
Feb 1986 - Jan 2006
1.85
Nov 2000 - Oct 2020
0.00%
(*) Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Energy Select Sector SPDR Fund (XLE) ETF: Rolling Returns page.

Seasonality

Energy Select Sector SPDR Fund (XLE) ETF: in which months is it better to invest?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.

For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
1.17
49%
1.52
59%
2.11
70%
3.83
73%
1.52
59%
-0.28
49%
0.59
57%
-0.21
47%
0.25
58%
0.37
53%
0.83
53%
1.65
72%
Best
Year
18.8
2022
22.5
2021
14.1
1999
30.8
2020
16.0
2022
9.4
2019
11.0
1990
18.9
1986
10.3
1998
19.1
2011
28.0
2020
13.1
2003
Worst
Year
-12.3
2008
-15.3
2020
-34.3
2020
-5.4
2005
-11.5
2010
-17.1
2022
-15.9
2008
-10.2
2011
-14.9
2008
-18.8
2008
-14.3
1987
-12.4
2018
Statistics calculated for the period Jan 1986 - Jul 2022

Monthly/Yearly Returns

Energy Select Sector SPDR Fund (XLE) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
256 Positive Months (58%) - 183 Negative Months (42%)
Jan 1986 - Jul 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
+44.12 +35.62 18.8 7.1 9.3 -1.7 16.0 -17.1 9.7
2021
+53.31 +43.24 3.7 22.5 3.0 0.7 5.7 4.2 -8.3 -2.0 9.0 10.3 -5.0 3.0
2020
-32.51 -33.42 -11.0 -15.3 -34.3 30.8 2.0 -1.1 -4.8 -1.1 -14.6 -4.1 28.0 4.5
2019
+11.73 +9.24 11.2 2.3 2.1 0.0 -11.1 9.4 -1.6 -8.3 3.9 -2.1 1.6 6.0
2018
-18.21 -19.74 3.6 -10.8 1.7 9.5 3.0 0.6 1.6 -3.5 2.4 -11.3 -1.6 -12.4
2017
-0.90 -2.95 -3.2 -2.1 -1.5 -2.9 -3.5 -0.1 2.6 -5.5 10.2 -0.8 1.8 5.3
2016
+28.02 +25.41 -3.5 -2.8 10.2 9.1 -0.9 2.7 -1.3 1.7 3.7 -2.8 8.5 1.7
2015
-21.47 -22.04 -4.6 4.6 -1.2 6.6 -5.2 -3.5 -7.7 -4.3 -7.2 11.2 0.0 -10.5
2014
-8.70 -9.39 -5.8 5.1 2.1 5.3 1.7 5.5 -3.5 2.2 -7.8 -3.5 -8.7 -0.2
2013
+26.25 +24.38 8.3 0.4 2.5 -1.3 2.8 -2.3 5.3 -1.0 2.1 4.2 0.1 2.9
2012
+5.20 +3.40 2.3 5.9 -3.8 -0.7 -10.7 4.8 4.9 2.7 3.1 -2.0 -1.2 1.0
2011
+2.84 -0.12 7.2 7.4 1.9 0.9 -4.2 -1.9 1.5 -10.2 -14.4 19.1 1.7 -2.0
2010
+21.78 +19.99 -4.4 3.0 2.8 4.2 -11.5 -5.9 8.4 -4.9 10.0 5.7 5.9 9.3
2009
+21.79 +18.57 -1.8 -12.3 3.8 7.8 12.9 -6.5 5.3 1.1 5.8 2.5 2.8 0.9
2008
-38.97 -39.02 -12.3 9.3 -2.3 10.4 5.2 3.2 -15.9 0.3 -14.9 -18.8 -2.2 -4.5
2007
+36.88 +31.51 -0.9 -2.0 6.3 5.1 7.8 1.3 0.0 1.2 7.4 2.5 -4.2 8.3
2006
+18.08 +15.15 14.6 -9.2 4.2 5.0 -2.8 2.5 3.3 -5.1 -3.7 4.3 8.6 -2.8
2005
+40.17 +35.54 3.4 16.8 -1.9 -5.4 2.8 7.0 7.1 6.4 6.3 -9.0 1.5 1.8
2004
+33.94 +29.71 2.3 5.3 -0.6 1.7 -0.3 6.2 3.1 -1.5 9.8 0.6 6.7 -2.8
2003
+25.82 +23.50 -2.5 2.9 0.1 -0.9 10.6 -1.3 -3.5 6.4 -2.1 1.0 0.8 13.1
2002
-14.69 -16.67 -3.6 3.4 8.8 -3.6 -1.8 -3.7 -13.9 1.5 -7.1 1.8 4.1 0.0
2001
-18.13 -19.39 -3.2 -1.2 -3.0 10.3 -0.9 -9.1 -1.2 -4.2 -9.6 4.0 -5.6 5.7
2000
+24.39 +20.31 0.8 -4.2 12.5 -1.5 11.7 -5.5 -3.8 10.9 1.6 -2.7 -5.2 10.2
1999
+17.95 +14.87 -6.6 -0.9 14.1 14.8 -2.2 2.0 1.9 1.1 -4.6 -1.5 -0.2 0.7
1998
+17.26 +15.40 -3.0 8.6 3.0 5.8 -2.9 2.8 -1.5 -7.8 10.3 -0.5 4.5 -1.8
1997
+25.60 +23.49 4.1 -2.3 7.7 2.1 4.4 4.3 5.7 -2.9 5.8 -2.3 -1.2 -1.6
1996
+26.78 +22.71 -1.0 3.7 1.8 3.9 2.2 0.7 -3.7 1.3 4.2 5.7 5.2 0.6
1995
+31.69 +28.43 1.6 5.4 2.7 1.8 4.2 -3.0 4.3 -2.8 3.2 1.5 4.1 5.4
1994
+3.55 +0.86 6.2 -3.6 -3.1 2.6 -1.4 -5.6 5.4 -1.0 -2.6 8.8 -2.5 1.4
1993
+18.17 +15.01 2.1 6.1 5.8 1.6 1.8 0.3 0.0 3.5 2.6 -0.5 -6.4 0.4
1992
+5.47 +2.49 -5.9 -1.3 -0.7 9.4 2.9 -1.7 4.3 3.2 0.1 -4.2 -1.8 2.0
1991
+12.50 +9.15 -0.9 7.5 4.4 1.6 -2.5 -2.1 2.3 -0.2 2.3 2.2 -5.7 3.7
1990
+10.17 +3.83 -3.9 1.3 -0.6 -2.3 7.4 0.1 11.0 -3.4 -2.2 -3.8 4.3 3.0
1989
+35.90 +29.86 7.5 -3.3 4.1 0.5 2.3 -0.1 2.5 0.6 5.4 8.1 2.2 2.0
1988
+21.55 +16.41 11.6 1.5 1.5 5.3 2.6 -3.2 5.5 -3.5 -3.0 3.2 -1.6 0.9
1987
+3.54 -0.86 17.5 -4.9 11.2 2.1 1.6 6.7 -0.6 2.8 -4.7 -14.5 -14.3 5.6
1986
+31.25 +29.82 -5.3 2.6 3.4 3.3 6.5 -0.9 -2.6 18.9 -1.6 1.3 5.1 -1.2

ETF Returns, up to December 1998, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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