Last Update: 31 Dec 2020

Category: Stocks
ETF: Energy Select Sector SPDR Fund (XLE)

In the last 10 years, the Energy Select Sector SPDR Fund (XLE) ETF obtained a -2.63% compound annual return, with a 26.58% 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:
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Period Returns
Dec 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+4.51%
0.00%
1 - 0
3M
+28.27%
-4.11%
Oct 2020 - Oct 2020
2 - 1
6M
+3.22%
-22.83%
Jul 2020 - Oct 2020
2 - 4
YTD
-32.51%
59.17%
-50.44%
Jan 2020 - Mar 2020
4 - 8
1Y
-32.51%
59.17%
-50.44%
Jan 2020 - Mar 2020
4 - 8
3Y
-14.88%
annualized
38.88%
-58.15%
Aug 2018 - Mar 2020
18 - 18
5Y
-4.79%
annualized
31.87%
-58.15%
Aug 2018 - Mar 2020
29 - 31
10Y
-2.63%
annualized
26.58%
-63.93%
Jul 2014 - Mar 2020
61 - 59
MAX
01 Jan 1999
+4.64%
annualized
24.49%
-63.93%
Jul 2014 - Mar 2020
144 - 120

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+6.82% +60.72%
Sep 2004 - Aug 2005
-52.34%
Apr 2019 - Mar 2020
36.36%
2 Years
+6.39% +51.60%
Oct 2003 - Sep 2005
-32.97%
Oct 2018 - Sep 2020
37.34%
3 Years
+6.43% +40.56%
Feb 2003 - Jan 2006
-21.66%
Apr 2017 - Mar 2020
41.92%
5 Years
+7.27% +31.68%
May 2003 - Apr 2008
-14.48%
Apr 2015 - Mar 2020
19.02%
7 Years
+7.59% +18.31%
Jul 2001 - Jun 2008
-11.31%
Nov 2013 - Oct 2020
10.50%
10 Years
+7.18% +15.31%
Nov 2003 - Oct 2013
-4.03%
Nov 2010 - Oct 2020
6.21%
15 Years
+7.45% +11.57%
Mar 1999 - Feb 2014
-1.30%
Oct 2005 - Sep 2020
3.53%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

Energy Select Sector SPDR Fund (XLE) ETF Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average -0.4 0.2 1.1 4.8 0.3 0.2 -0.6 -0.6 -0.9 -0.1 2.0 1.6
Best 14.6
2006
16.8
2005
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 -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
Gain
Frequency
41 55 64 64 45 50 55 50 55 50 59 68

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
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
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