Energy Select Sector SPDR Fund (XLE): Historical Returns

Last Update: 31 Aug 2021

Category: Stocks

ETF: Energy Select Sector SPDR Fund (XLE)

In the last 10 years, the Energy Select Sector SPDR Fund (XLE) ETF obtained a -0.14% compound annual return, with a 27.33% standard deviation.

In the last 20 years, a 5.21% compound annual return, with a 24.99% standard deviation.

In 2020, the portfolio granted a 3.65% dividend yield. If you are interested in getting periodic income, please refer to the Energy Select Sector SPDR Fund (XLE): 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

Capital Growth and Historical Returns

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): Dividend Yield page.

Capital Growth:

Swipe left to see all data

Period	Returns Aug 2021	Standard Deviation *	Max Drawdown	Months Pos - Neg
1M	-2.00%		-2.00% Aug 2021 - Aug 2021	0 - 1
3M	-6.39%		-10.15% Jul 2021 - Aug 2021	1 - 2
6M	+2.59%		-10.15% Jul 2021 - Aug 2021	4 - 2
YTD	+30.34%		-10.15% Jul 2021 - Aug 2021	6 - 2
1Y	+42.84%	39.09%	-18.07% Sep 2020 - Oct 2020	8 - 4
3Y	-8.36% annualized	40.65%	-57.68% Oct 2018 - Mar 2020	18 - 18
5Y	-2.40% annualized	33.19%	-58.15% Aug 2018 - Mar 2020	31 - 29
10Y	-0.14% annualized	27.33%	-63.93% Jul 2014 - Mar 2020	62 - 58
MAX 01 Jan 1999	+5.73% annualized	24.68%	-63.93% Jul 2014 - Mar 2020	150 - 122

* Annualized St.Dev. of monthly returns

Readings that may interest you

Index Funds & ETFs: What they are and how to make them work for you

Money Honey: A Simple 7-Step Guide For Getting Your Financial $hit Together

Investing for Growth: How to make money by only buying the best companies in the ...

Drawdowns

Drawdonws Chart:

Worst drawdowns since August 2001.

Swipe left to see all data

	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-63.93%	Jul 2014	Mar 2020	69	in progress	17	86
-53.13%	Jul 2008	Feb 2009	8	Jul 2013	53	61
-25.91%	Apr 2002	Sep 2002	6	Jan 2004	16	22
-12.29%	Jan 2008	Jan 2008	1	Apr 2008	3	4
-11.22%	Sep 2001	Nov 2001	3	Mar 2002	4	7
-9.23%	Feb 2006	Feb 2006	1	Jul 2006	5	6
-9.04%	Oct 2005	Oct 2005	1	Jan 2006	3	4
-8.55%	Aug 2006	Sep 2006	2	Nov 2006	2	4
-7.22%	Mar 2005	Apr 2005	2	Jun 2005	2	4
-5.80%	Jan 2014	Jan 2014	1	Mar 2014	2	3
-5.68%	Dec 2006	Feb 2007	3	Mar 2007	1	4
-4.21%	Nov 2007	Nov 2007	1	Dec 2007	1	2
-2.82%	Dec 2004	Dec 2004	1	Jan 2005	1	2
-1.54%	Aug 2004	Aug 2004	1	Sep 2004	1	2
-1.03%	Aug 2013	Aug 2013	1	Sep 2013	1	2
-0.62%	Mar 2004	Mar 2004	1	Apr 2004	1	2
-0.30%	May 2004	May 2004	1	Jun 2004	1	2

Worst drawdowns since December 1998.

Swipe left to see all data

	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-63.93%	Jul 2014	Mar 2020	69	in progress	17	86
-53.13%	Jul 2008	Feb 2009	8	Jul 2013	53	61
-35.67%	May 2001	Sep 2002	17	Jul 2004	22	39
-12.29%	Jan 2008	Jan 2008	1	Apr 2008	3	4
-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
-8.78%	Sep 1999	Feb 2000	6	Mar 2000	1	7
-8.55%	Aug 2006	Sep 2006	2	Nov 2006	2	4
-7.83%	Oct 2000	Nov 2000	2	Dec 2000	1	3
-7.36%	Jan 1999	Feb 1999	2	Mar 1999	1	3
-7.22%	Mar 2005	Apr 2005	2	Jun 2005	2	4
-7.21%	Jan 2001	Mar 2001	3	Apr 2001	1	4
-5.80%	Jan 2014	Jan 2014	1	Mar 2014	2	3
-5.68%	Dec 2006	Feb 2007	3	Mar 2007	1	4
-4.21%	Nov 2007	Nov 2007	1	Dec 2007	1	2
-2.82%	Dec 2004	Dec 2004	1	Jan 2005	1	2
-2.16%	May 1999	May 1999	1	Jul 1999	2	3
-1.54%	Aug 2004	Aug 2004	1	Sep 2004	1	2
-1.49%	Apr 2000	Apr 2000	1	May 2000	1	2

Rolling Returns ( more details)

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	Negative Periods
1 Year	+7.71%	+78.15% Apr 2020 - Mar 2021	-52.34% Apr 2019 - Mar 2020	35.63%
2 Years	+5.99%	+51.60% Oct 2003 - Sep 2005	-32.97% Oct 2018 - Sep 2020	38.96%
3 Years	+5.95%	+40.56% Feb 2003 - Jan 2006	-21.66% Apr 2017 - Mar 2020	43.88%
5 Years	+6.96%	+31.68% May 2003 - Apr 2008	-14.48% Apr 2015 - Mar 2020	21.60%
7 Years	+7.05%	+18.31% Jul 2001 - Jun 2008	-11.31% Nov 2013 - Oct 2020	14.29%
10 Years	+6.74%	+15.31% Nov 2003 - Oct 2013	-4.03% Nov 2010 - Oct 2020	10.46%
15 Years	+6.96%	+11.57% Mar 1999 - Feb 2014	-1.30% Oct 2005 - Sep 2020	3.23%
20 Years	+4.88%	+7.71% Mar 1999 - Feb 2019	+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 and Yearly/Monthly Returns

In the table below, for the Energy Select Sector SPDR Fund (XLE) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

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

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 %	-0.26 43%	1.22 57%	1.20 65%	4.60 65%	0.49 48%	0.37 52%	-0.89 52%	-0.70 48%	-0.89 55%	-0.09 50%	1.96 59%	1.64 68%
Best Year	14.6 2006	22.5 2021	14.1 1999	30.8 2020	12.9 2009	9.4 2019	8.4 2010	10.9 2000	10.2 2017	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	-9.1 2001	-15.9 2008	-10.2 2011	-15.0 2008	-18.8 2008	-8.7 2014	-12.4 2018

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in Energy Select Sector SPDR Fund (XLE) ETF: detail of monthly returns

Swipe left to see all data

		Months
Year	Return	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2021	+30.34%	3.8	22.5	3.0	0.7	5.7	4.2	-8.3	-2.0
2020	-32.51%	-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%	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%	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%	-3.2	-2.1	-1.5	-3.0	-3.5	-0.1	2.6	-5.5	10.2	-0.8	1.8	5.3
2016	+28.02%	-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%	-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%	-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%	8.3	0.4	2.5	-1.3	2.9	-2.3	5.3	-1.0	2.1	4.2	0.1	2.9
2012	+5.20%	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%	7.2	7.4	1.9	0.9	-4.2	-1.9	1.5	-10.2	-14.4	19.1	1.7	-2.1
2010	+21.78%	-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%	-1.8	-12.3	3.8	7.8	12.9	-6.5	5.4	1.1	5.8	2.5	2.8	0.9
2008	-38.97%	-12.3	9.3	-2.3	10.4	5.2	3.2	-15.9	0.3	-15.0	-18.8	-2.2	-4.5
2007	+36.88%	-0.9	-2.1	6.3	5.1	7.8	1.3	0.0	1.2	7.4	2.5	-4.2	8.3
2006	+18.08%	14.6	-9.2	4.3	5.0	-2.8	2.5	3.4	-5.1	-3.7	4.3	8.6	-2.8
2005	+40.17%	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%	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%	-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%	-3.6	3.4	8.9	-3.6	-1.8	-3.7	-13.9	1.5	-7.1	1.8	4.1	0.0
2001	-18.13%	-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%	0.8	-4.2	12.5	-1.5	11.7	-5.5	-3.8	10.9	1.6	-2.7	-5.3	10.2
1999	+17.95%	-6.6	-0.9	14.1	14.8	-2.2	2.0	1.9	1.1	-4.6	-1.5	-0.2	0.7