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XLE: Energy Select Sector SPDR ETF (ETF)
Basic Info 77.54 0.95(1.24%) June 01
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 12/22/1998 |
| Last Dividend Date: | 12/19/2022 |
| 12-Mo. Yield | 3.90% |
| Expenses | 0.10% |
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Performance Analytics (As of 05/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -3.7 | -11.4 | -5.2 | 33.4 | 6.6 | 3.8 | 2.8 | 7.9 | 69.7 | 57.2 | -32.5 | 4.7 | -20.6 | -4.1 | 24.9 | -23.8 | -10.6 | 23.9 | 3.3 | 1.3 | 19.7 | 19.3 | -39.8 | 35.3 | 16.5 | 38.5 | 31.8 | 23.4 | -16.4 | -19.5 | 22.5 | 16.1 | 0.3 |
| SR | NA | -1.04 | -0.2 | 0.95 | 0.17 | 0.11 | NA | 0.23 | 1.93 | 1.95 | -0.53 | -0.96 | -1.89 | -1.76 | -0.38 | -1.69 | -1.58 | 0.38 | -0.85 | -0.54 | 0.05 | 0.02 | -0.96 | 0.53 | -0.23 | 0.68 | 0.68 | 0.25 | -1.25 | -1.6 | -1.62 | 1.75 | 2.2 |
| DD(%) | NA | 17.3 | 25.2 | 39.1 | 66.8 | 71.3 | NA | 71.3 | 25.2 | 17.7 | 60.6 | 18.6 | 31.8 | 18.6 | 14.5 | 29.1 | 27.6 | 7.5 | 18.7 | 29.8 | 20.5 | 26.5 | 55.8 | 12.4 | 16.0 | 16.5 | 7.1 | 10.9 | 32.8 | 30.9 | 14.7 | 15.1 | 1.7 |
| SD(%) | NA | 26.7 | 33.2 | 34.7 | 37.0 | 29.8 | NA | 29.5 | 35.6 | 29.4 | 61.1 | 19.3 | 22.4 | 13.3 | 24.6 | 25.1 | 18.4 | 14.4 | 18.2 | 31.8 | 23.5 | 35.3 | 61.4 | 25.1 | 25.0 | 25.7 | 17.9 | 16.0 | 28.8 | 25.9 | 28.6 | 23.5 | 20.2 |
| TR | NA | -0.21 | -0.05 | 0.23 | 0.05 | 0.03 | NA | 0.06 | 0.52 | 0.35 | -0.27 | -0.17 | -0.4 | -0.24 | -0.1 | -0.44 | -0.29 | 0.05 | -0.16 | -0.17 | 0.01 | 0.01 | -0.59 | 0.12 | -0.05 | 0.15 | 0.11 | 0.03 | -0.32 | -0.41 | -0.46 | 0.44 | 0.49 |
| Alpha(%) | NA | -0.05 | -0.01 | 0.03 | 0.03 | 0.02 | NA | 0.0 | 0.11 | 0.03 | 0.04 | -0.03 | -0.01 | -0.06 | -0.07 | -0.07 | 0.02 | 0.04 | 0.0 | 0.01 | -0.01 | -0.06 | 0.02 | -0.01 | -0.01 | 0.1 | -0.02 | -0.04 | -0.02 | -0.08 | -0.04 | -0.01 | -0.4 |
| Beta(%) | NA | 1.35 | 1.29 | 1.41 | 1.23 | 1.14 | NA | 1.05 | 1.31 | 1.64 | 1.21 | 1.08 | 1.05 | 0.97 | 0.96 | 0.97 | 1.0 | 1.02 | 0.94 | 1.01 | 0.96 | 0.92 | 1.0 | 1.11 | 1.08 | 1.19 | 1.1 | 1.17 | 1.14 | 1.0 | 1.0 | 0.94 | 0.9 |
| RS | NA | 0.87 | 0.82 | 0.81 | 0.86 | 0.87 | NA | 0.9 | 0.79 | 0.81 | 0.91 | 0.92 | 0.96 | 0.92 | 0.97 | 0.96 | 0.96 | 0.93 | 0.95 | 0.98 | 0.97 | 0.96 | 0.95 | 0.93 | 0.93 | 0.95 | 0.9 | 0.87 | 0.92 | 0.87 | 0.84 | 0.84 | 0.49 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1998
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