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

Drawdowns

Drawdonws Chart:

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
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
Share this page