Energy Select Sector SPDR Fund (XLE): Rolling Returns

Data Source: from January 1985 to January 2024 (~39 years)
Consolidated Returns as of 31 January 2024

Holding 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 the available data source (~39 years), the longest period with a negative return lasted 188 months (from March 2005 to October 2020).

This means that every rolling period of 189 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Energy Select Sector SPDR Fund (XLE) ETF: Historical Returns page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

ENERGY SELECT SECTOR SPDR FUND (XLE) ETF
Previous vs Next Returns - 10 Years annualized
Updated to January 2024

The annualized return of the last 10 years has been 4.01% (updated at Jan 31, 2024).

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

ENERGY SELECT SECTOR SPDR FUND (XLE) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 1994 - 31 January 2024 (30 Years)
Data Source: 1 January 1985 - 31 January 2024 (~39 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -52.34 04/2019
03/2020
0.47$ -17.75 0.82$ 11.99 1.11$ 37.69 1.37$ 109.61 11/2020
10/2021
2.09$ -3.86 32.38%
2Y -32.97 10/2018
09/2020
0.44$ -10.56 0.79$ 7.40 1.15$ 29.57 1.67$ 85.17 11/2020
10/2022
3.42$ 16.89 32.94%
3Y -21.66 04/2017
03/2020
0.48$ -5.66 0.83$ 5.53 1.17$ 24.27 1.91$ 50.75 10/2020
09/2023
3.42$ 33.85 32.62%
4Y -15.73 11/2016
10/2020
0.50$ -2.16 0.91$ 4.23 1.18$ 17.37 1.89$ 35.13 11/2003
10/2007
3.33$ 17.20 28.75%
5Y -14.48 04/2015
03/2020
0.45$ -1.77 0.91$ 6.66 1.38$ 13.50 1.88$ 31.68 05/2003
04/2008
3.95$ 11.03 20.60%
6Y -13.90 04/2014
03/2020
0.40$ -0.52 0.96$ 7.05 1.50$ 13.48 2.13$ 24.29 07/2002
06/2008
3.68$ 6.77 17.99%
7Y -11.31 11/2013
10/2020
0.43$ 1.17 1.08$ 6.78 1.58$ 13.56 2.43$ 18.31 07/2001
06/2008
3.24$ 6.67 11.55%
8Y -7.73 04/2012
03/2020
0.52$ 0.25 1.01$ 6.98 1.71$ 13.22 2.70$ 19.30 05/2003
04/2011
4.10$ 9.17 13.21%
9Y -7.83 04/2011
03/2020
0.47$ 1.67 1.16$ 7.35 1.89$ 13.00 3.00$ 16.80 03/1999
02/2008
4.04$ 5.37 8.70%
10Y -4.03 11/2010
10/2020
0.66$ 1.89 1.20$ 7.89 2.13$ 12.38 3.21$ 15.31 11/2003
10/2013
4.15$ 4.01 7.05%
11Y -2.90 11/2009
10/2020
0.72$ 2.71 1.34$ 7.77 2.27$ 12.38 3.61$ 15.84 05/2003
04/2014
5.04$ 4.52 4.80%
12Y -4.94 04/2008
03/2020
0.54$ 3.30 1.47$ 7.78 2.45$ 12.56 4.13$ 14.89 11/1995
10/2007
5.28$ 5.08 4.61%
13Y -4.66 11/2007
10/2020
0.53$ 3.10 1.48$ 8.34 2.83$ 10.88 3.82$ 14.77 01/1995
12/2007
5.99$ 4.53 8.78%
14Y -2.04 11/2006
10/2020
0.74$ 2.84 1.48$ 8.44 3.10$ 10.29 3.94$ 14.06 07/1994
06/2008
6.30$ 6.54 5.70%
15Y -1.30 10/2005
09/2020
0.82$ 3.25 1.61$ 8.04 3.19$ 10.20 4.29$ 11.57 03/1999
02/2014
5.17$ 7.30 1.66%
16Y 1.24 11/2004
10/2020
1.21$ 4.01 1.87$ 7.97 3.41$ 9.76 4.43$ 12.04 03/1995
02/2011
6.16$ 4.32 0.00%
17Y 3.50 11/2003
10/2020
1.79$ 5.50 2.48$ 7.52 3.42$ 9.74 4.85$ 11.57 04/1994
03/2011
6.43$ 5.24 0.00%
18Y 2.38 04/2002
03/2020
1.52$ 5.92 2.81$ 7.21 3.50$ 10.06 5.61$ 11.04 11/1995
10/2013
6.58$ 5.07 0.00%
19Y 2.03 04/2001
03/2020
1.46$ 5.65 2.84$ 7.44 3.90$ 10.03 6.14$ 11.19 07/1995
06/2014
7.50$ 7.25 0.00%
20Y 1.85 11/2000
10/2020
1.44$ 5.21 2.76$ 7.34 4.12$ 9.86 6.56$ 10.92 07/1994
06/2014
7.94$ 8.51 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -53.06 04/2019
03/2020
0.46$ -18.48 0.81$ 9.58 1.09$ 33.48 1.33$ 97.34 11/2020
10/2021
1.97$ -6.75 35.24%
2Y -33.98 10/2018
09/2020
0.43$ -12.00 0.77$ 5.16 1.10$ 25.85 1.58$ 73.09 11/2020
10/2022
2.99$ 11.62 40.06%
3Y -23.13 04/2017
03/2020
0.45$ -7.39 0.79$ 3.36 1.10$ 20.50 1.74$ 42.57 10/2020
09/2023
2.89$ 26.68 40.00%
4Y -17.27 11/2016
10/2020
0.46$ -3.99 0.84$ 2.03 1.08$ 13.58 1.66$ 31.03 11/2003
10/2007
2.94$ 12.06 38.98%
5Y -16.00 04/2015
03/2020
0.41$ -3.91 0.81$ 4.02 1.21$ 10.87 1.67$ 27.66 05/2003
04/2008
3.39$ 6.59 29.90%
6Y -15.17 04/2014
03/2020
0.37$ -2.23 0.87$ 4.35 1.29$ 10.69 1.83$ 20.39 07/2002
06/2008
3.04$ 2.95 23.88%
7Y -12.66 11/2013
10/2020
0.38$ -0.44 0.96$ 4.64 1.37$ 10.62 2.02$ 14.94 07/2001
06/2008
2.65$ 3.07 18.77%
8Y -9.12 04/2012
03/2020
0.46$ -1.48 0.88$ 4.42 1.41$ 10.36 2.20$ 16.34 05/2003
04/2011
3.35$ 5.61 21.51%
9Y -9.32 04/2011
03/2020
0.41$ -0.12 0.98$ 5.04 1.55$ 10.13 2.38$ 13.53 03/1999
02/2008
3.13$ 2.18 15.81%
10Y -5.67 11/2010
10/2020
0.55$ 0.12 1.01$ 5.38 1.68$ 9.49 2.47$ 12.64 11/2003
10/2013
3.28$ 1.19 14.52%
11Y -4.51 11/2009
10/2020
0.60$ 0.52 1.05$ 5.20 1.74$ 9.64 2.75$ 13.19 05/2003
04/2014
3.90$ 1.80 11.79%
12Y -6.44 04/2008
03/2020
0.44$ 1.20 1.15$ 5.46 1.89$ 9.83 3.08$ 12.20 09/2002
08/2014
3.97$ 2.43 9.68%
13Y -6.25 11/2007
10/2020
0.43$ 1.21 1.16$ 5.77 2.07$ 8.52 2.89$ 11.79 01/1995
12/2007
4.25$ 1.86 10.24%
14Y -3.80 11/2006
10/2020
0.58$ 0.98 1.14$ 5.95 2.24$ 7.81 2.86$ 10.96 07/1994
06/2008
4.29$ 3.89 12.95%
15Y -3.05 10/2005
09/2020
0.62$ 0.92 1.14$ 5.71 2.30$ 7.64 3.01$ 8.95 03/1999
02/2014
3.61$ 4.62 7.18%
16Y -0.70 11/2004
10/2020
0.89$ 1.83 1.33$ 5.64 2.40$ 7.20 3.04$ 9.38 03/1995
02/2011
4.19$ 1.88 1.18%
17Y 1.44 11/2003
10/2020
1.27$ 3.10 1.67$ 5.26 2.39$ 7.18 3.25$ 8.88 04/1994
03/2011
4.24$ 2.67 0.00%
18Y 0.31 04/2002
03/2020
1.05$ 3.55 1.87$ 4.95 2.38$ 7.48 3.66$ 8.48 11/1995
10/2013
4.32$ 2.52 0.00%
19Y -0.01 04/2001
03/2020
0.99$ 3.47 1.91$ 5.07 2.55$ 7.39 3.87$ 8.63 07/1995
06/2014
4.81$ 4.58 0.75%
20Y -0.18 11/2000
10/2020
0.96$ 2.97 1.79$ 5.06 2.68$ 7.25 4.05$ 8.33 07/1994
06/2014
4.95$ 5.79 1.65%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -52.34 04/2019
03/2020
0.47$ -13.09 0.86$ 11.42 1.11$ 36.54 1.36$ 109.61 11/2020
10/2021
2.09$ -3.86 30.57%
2Y -32.97 10/2018
09/2020
0.44$ -7.78 0.85$ 10.62 1.22$ 27.13 1.61$ 85.17 11/2020
10/2022
3.42$ 16.89 26.46%
3Y -21.66 04/2017
03/2020
0.48$ -3.82 0.88$ 9.02 1.29$ 21.43 1.79$ 50.75 10/2020
09/2023
3.42$ 33.85 24.42%
4Y -15.73 11/2016
10/2020
0.50$ -1.29 0.94$ 8.50 1.38$ 17.44 1.90$ 35.13 11/2003
10/2007
3.33$ 17.20 21.33%
5Y -14.48 04/2015
03/2020
0.45$ -0.19 0.99$ 8.73 1.51$ 16.37 2.13$ 31.68 05/2003
04/2008
3.95$ 11.03 15.12%
6Y -13.90 04/2014
03/2020
0.40$ 0.85 1.05$ 9.46 1.71$ 14.23 2.22$ 24.29 07/2002
06/2008
3.68$ 6.77 13.07%
7Y -11.31 11/2013
10/2020
0.43$ 2.34 1.17$ 9.23 1.85$ 13.77 2.46$ 18.31 07/2001
06/2008
3.24$ 6.67 8.29%
8Y -7.73 04/2012
03/2020
0.52$ 1.54 1.12$ 8.85 1.97$ 13.86 2.82$ 19.30 05/2003
04/2011
4.10$ 9.17 9.36%
9Y -7.83 04/2011
03/2020
0.47$ 2.69 1.26$ 9.03 2.17$ 13.61 3.15$ 17.08 10/1988
09/1997
4.13$ 5.37 6.08%
10Y -4.03 11/2010
10/2020
0.66$ 3.37 1.39$ 9.44 2.46$ 13.15 3.44$ 16.76 12/1987
11/1997
4.70$ 4.01 4.86%
11Y -2.90 11/2009
10/2020
0.72$ 3.50 1.46$ 8.97 2.57$ 12.87 3.78$ 17.21 08/1986
07/1997
5.73$ 4.52 3.25%
12Y -4.94 04/2008
03/2020
0.54$ 4.33 1.66$ 9.11 2.84$ 12.79 4.23$ 16.08 04/1986
03/1998
5.98$ 5.08 3.07%
13Y -4.66 11/2007
10/2020
0.53$ 5.62 2.03$ 9.35 3.19$ 12.09 4.41$ 14.78 01/1985
12/1997
6.00$ 4.53 5.73%
14Y -2.04 11/2006
10/2020
0.74$ 5.66 2.16$ 9.06 3.36$ 12.02 4.90$ 14.06 07/1994
06/2008
6.30$ 6.54 3.64%
15Y -1.30 10/2005
09/2020
0.82$ 4.89 2.04$ 8.92 3.60$ 11.65 5.22$ 14.34 01/1993
12/2007
7.46$ 7.30 1.03%
16Y 1.24 11/2004
10/2020
1.21$ 5.29 2.28$ 8.89 3.90$ 11.13 5.41$ 14.53 07/1992
06/2008
8.76$ 4.32 0.00%
17Y 3.50 11/2003
10/2020
1.79$ 6.02 2.70$ 8.92 4.27$ 11.13 6.01$ 13.56 07/1991
06/2008
8.68$ 5.24 0.00%
18Y 2.38 04/2002
03/2020
1.52$ 6.37 3.03$ 9.11 4.80$ 11.28 6.84$ 13.10 02/1988
01/2006
9.17$ 5.07 0.00%
19Y 2.03 04/2001
03/2020
1.46$ 6.21 3.14$ 9.25 5.37$ 11.80 8.32$ 13.58 01/1989
12/2007
11.23$ 7.25 0.00%
20Y 1.85 11/2000
10/2020
1.44$ 6.21 3.33$ 9.53 6.17$ 11.74 9.20$ 13.96 01/1988
12/2007
13.63$ 8.51 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -53.06 04/2019
03/2020
0.46$ -14.71 0.85$ 9.16 1.09$ 31.88 1.31$ 97.34 11/2020
10/2021
1.97$ -6.75 36.03%
2Y -33.98 10/2018
09/2020
0.43$ -9.56 0.81$ 7.23 1.14$ 22.94 1.51$ 73.09 11/2020
10/2022
2.99$ 11.62 33.86%
3Y -23.13 04/2017
03/2020
0.45$ -5.29 0.84$ 6.16 1.19$ 17.44 1.61$ 42.57 10/2020
09/2023
2.89$ 26.68 30.41%
4Y -17.27 11/2016
10/2020
0.46$ -3.41 0.87$ 5.35 1.23$ 13.89 1.68$ 31.03 11/2003
10/2007
2.94$ 12.06 28.91%
5Y -16.00 04/2015
03/2020
0.41$ -1.86 0.91$ 5.81 1.32$ 12.81 1.82$ 27.66 05/2003
04/2008
3.39$ 6.59 21.95%
6Y -15.17 04/2014
03/2020
0.37$ -0.96 0.94$ 6.30 1.44$ 10.77 1.84$ 20.39 07/2002
06/2008
3.04$ 2.95 17.34%
7Y -12.66 11/2013
10/2020
0.38$ 0.29 1.02$ 6.39 1.54$ 10.69 2.03$ 14.94 07/2001
06/2008
2.65$ 3.07 13.47%
8Y -9.12 04/2012
03/2020
0.46$ -0.36 0.97$ 6.11 1.60$ 10.40 2.20$ 16.34 05/2003
04/2011
3.35$ 5.61 15.24%
9Y -9.32 04/2011
03/2020
0.41$ 0.49 1.04$ 6.28 1.73$ 10.13 2.38$ 13.53 03/1999
02/2008
3.13$ 2.18 11.05%
10Y -5.67 11/2010
10/2020
0.55$ 1.25 1.13$ 6.71 1.91$ 9.89 2.56$ 12.88 12/1987
11/1997
3.35$ 1.19 10.00%
11Y -4.51 11/2009
10/2020
0.60$ 1.66 1.19$ 6.37 1.97$ 9.67 2.76$ 13.21 08/1986
07/1997
3.91$ 1.80 7.99%
12Y -6.44 04/2008
03/2020
0.44$ 2.32 1.31$ 6.43 2.11$ 9.85 3.08$ 12.32 04/1986
03/1998
4.02$ 2.43 6.44%
13Y -6.25 11/2007
10/2020
0.43$ 2.85 1.44$ 6.69 2.32$ 9.09 3.09$ 11.79 01/1995
12/2007
4.25$ 1.86 6.69%
14Y -3.80 11/2006
10/2020
0.58$ 3.45 1.60$ 6.48 2.40$ 8.85 3.27$ 10.96 07/1994
06/2008
4.29$ 3.89 8.28%
15Y -3.05 10/2005
09/2020
0.62$ 2.66 1.48$ 6.22 2.47$ 8.51 3.40$ 11.36 01/1993
12/2007
5.02$ 4.62 4.48%
16Y -0.70 11/2004
10/2020
0.89$ 2.88 1.57$ 6.28 2.64$ 8.18 3.51$ 11.43 07/1992
06/2008
5.64$ 1.88 0.72%
17Y 1.44 11/2003
10/2020
1.27$ 3.73 1.86$ 6.04 2.71$ 8.15 3.78$ 10.46 07/1991
06/2008
5.43$ 2.67 0.00%
18Y 0.31 04/2002
03/2020
1.05$ 4.05 2.04$ 6.38 3.04$ 8.29 4.19$ 9.75 02/1988
01/2006
5.33$ 2.52 0.00%
19Y -0.01 04/2001
03/2020
0.99$ 4.00 2.10$ 6.57 3.35$ 8.68 4.86$ 10.28 01/1989
12/2007
6.41$ 4.58 0.41%
20Y -0.18 11/2000
10/2020
0.96$ 3.98 2.18$ 6.75 3.68$ 8.44 5.05$ 10.57 01/1988
12/2007
7.45$ 5.79 0.87%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.42% +109.61%
Nov 2020 - Oct 2021
-52.34%
Apr 2019 - Mar 2020
30.57%
140 out of 458
US Inflation Adjusted +9.16% +97.34%
Nov 2020 - Oct 2021
-53.06%
Apr 2019 - Mar 2020
36.03%
165 out of 458
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.62% +85.17%
Nov 2020 - Oct 2022
-32.97%
Oct 2018 - Sep 2020
26.46%
118 out of 446
US Inflation Adjusted +7.23% +73.09%
Nov 2020 - Oct 2022
-33.98%
Oct 2018 - Sep 2020
33.86%
151 out of 446
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.02% +50.75%
Oct 2020 - Sep 2023
-21.66%
Apr 2017 - Mar 2020
24.42%
106 out of 434
US Inflation Adjusted +6.16% +42.57%
Oct 2020 - Sep 2023
-23.13%
Apr 2017 - Mar 2020
30.41%
132 out of 434
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.50% +35.13%
Nov 2003 - Oct 2007
-15.73%
Nov 2016 - Oct 2020
21.33%
90 out of 422
US Inflation Adjusted +5.35% +31.03%
Nov 2003 - Oct 2007
-17.27%
Nov 2016 - Oct 2020
28.91%
122 out of 422
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.73% +31.68%
May 2003 - Apr 2008
-14.48%
Apr 2015 - Mar 2020
15.12%
62 out of 410
US Inflation Adjusted +5.81% +27.66%
May 2003 - Apr 2008
-16.00%
Apr 2015 - Mar 2020
21.95%
90 out of 410
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.46% +24.29%
Jul 2002 - Jun 2008
-13.90%
Apr 2014 - Mar 2020
13.07%
52 out of 398
US Inflation Adjusted +6.30% +20.39%
Jul 2002 - Jun 2008
-15.17%
Apr 2014 - Mar 2020
17.34%
69 out of 398
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.23% +18.31%
Jul 2001 - Jun 2008
-11.31%
Nov 2013 - Oct 2020
8.29%
32 out of 386
US Inflation Adjusted +6.39% +14.94%
Jul 2001 - Jun 2008
-12.66%
Nov 2013 - Oct 2020
13.47%
52 out of 386
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.85% +19.30%
May 2003 - Apr 2011
-7.73%
Apr 2012 - Mar 2020
9.36%
35 out of 374
US Inflation Adjusted +6.11% +16.34%
May 2003 - Apr 2011
-9.12%
Apr 2012 - Mar 2020
15.24%
57 out of 374
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.03% +17.08%
Oct 1988 - Sep 1997
-7.83%
Apr 2011 - Mar 2020
6.08%
22 out of 362
US Inflation Adjusted +6.28% +13.53%
Mar 1999 - Feb 2008
-9.32%
Apr 2011 - Mar 2020
11.05%
40 out of 362
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.44% +16.76%
Dec 1987 - Nov 1997
-4.03%
Nov 2010 - Oct 2020
4.86%
17 out of 350
US Inflation Adjusted +6.71% +12.88%
Dec 1987 - Nov 1997
-5.67%
Nov 2010 - Oct 2020
10.00%
35 out of 350
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.97% +17.21%
Aug 1986 - Jul 1997
-2.90%
Nov 2009 - Oct 2020
3.25%
11 out of 338
US Inflation Adjusted +6.37% +13.21%
Aug 1986 - Jul 1997
-4.51%
Nov 2009 - Oct 2020
7.99%
27 out of 338
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.11% +16.08%
Apr 1986 - Mar 1998
-4.94%
Apr 2008 - Mar 2020
3.07%
10 out of 326
US Inflation Adjusted +6.43% +12.32%
Apr 1986 - Mar 1998
-6.44%
Apr 2008 - Mar 2020
6.44%
21 out of 326
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.35% +14.78%
Jan 1985 - Dec 1997
-4.66%
Nov 2007 - Oct 2020
5.73%
18 out of 314
US Inflation Adjusted +6.69% +11.79%
Jan 1995 - Dec 2007
-6.25%
Nov 2007 - Oct 2020
6.69%
21 out of 314
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.06% +14.06%
Jul 1994 - Jun 2008
-2.04%
Nov 2006 - Oct 2020
3.64%
11 out of 302
US Inflation Adjusted +6.48% +10.96%
Jul 1994 - Jun 2008
-3.80%
Nov 2006 - Oct 2020
8.28%
25 out of 302
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.92% +14.34%
Jan 1993 - Dec 2007
-1.30%
Oct 2005 - Sep 2020
1.03%
3 out of 290
US Inflation Adjusted +6.22% +11.36%
Jan 1993 - Dec 2007
-3.05%
Oct 2005 - Sep 2020
4.48%
13 out of 290
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.89% +14.53%
Jul 1992 - Jun 2008
+1.24%
Nov 2004 - Oct 2020
0.00%
0 out of 278
US Inflation Adjusted +6.28% +11.43%
Jul 1992 - Jun 2008
-0.70%
Nov 2004 - Oct 2020
0.72%
2 out of 278
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.92% +13.56%
Jul 1991 - Jun 2008
+3.50%
Nov 2003 - Oct 2020
0.00%
0 out of 266
US Inflation Adjusted +6.04% +10.46%
Jul 1991 - Jun 2008
+1.44%
Nov 2003 - Oct 2020
0.00%
0 out of 266
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.11% +13.10%
Feb 1988 - Jan 2006
+2.38%
Apr 2002 - Mar 2020
0.00%
0 out of 254
US Inflation Adjusted +6.38% +9.75%
Feb 1988 - Jan 2006
+0.31%
Apr 2002 - Mar 2020
0.00%
0 out of 254
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.25% +13.58%
Jan 1989 - Dec 2007
+2.03%
Apr 2001 - Mar 2020
0.00%
0 out of 242
US Inflation Adjusted +6.57% +10.28%
Jan 1989 - Dec 2007
-0.01%
Apr 2001 - Mar 2020
0.41%
1 out of 242
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.53% +13.96%
Jan 1988 - Dec 2007
+1.85%
Nov 2000 - Oct 2020
0.00%
0 out of 230
US Inflation Adjusted +6.75% +10.57%
Jan 1988 - Dec 2007
-0.18%
Nov 2000 - Oct 2020
0.87%
2 out of 230
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Energy Select Sector SPDR Fund (XLE) ETF: Historical Returns page.