Find A Portfolio/Ticker
Comparison Box
XLE: Energy Select Sector SPDR ETF (ETF)
Basic Info 82.23 0.88(1.08%) December 08
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 12/22/1998 |
| Last Dividend Date: | 09/18/2023 |
| 12-Mo. Yield | 3.59% |
| Expenses | 0.10% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/08/2023)
| 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(%) | -3.3 | -3.5 | 0.7 | 32.4 | 10.6 | 3.4 | 7.3 | 7.8 | 64.3 | 53.3 | -32.7 | 11.7 | -18.2 | -0.9 | 28.0 | -21.5 | -8.7 | 26.2 | 5.2 | 2.8 | 21.8 | 21.8 | -39.0 | 36.9 | 18.1 | 40.2 | 33.9 | 25.8 | -14.7 | -18.1 | 24.4 | 16.1 | 0.3 |
| SR | NA | -0.35 | -0.15 | 1.02 | 0.25 | 0.08 | NA | 0.22 | 1.79 | 1.8 | -0.54 | 0.54 | -0.88 | -0.12 | 1.13 | -0.86 | -0.47 | 1.83 | 0.29 | 0.09 | 0.93 | 0.62 | -0.65 | 1.36 | 0.6 | 1.48 | 1.85 | 1.57 | -0.55 | -0.8 | 0.71 | 0.55 | 0.59 |
| DD(%) | NA | 17.3 | 17.3 | 26.0 | 63.0 | 71.3 | NA | 71.3 | 26.0 | 17.7 | 60.6 | 17.9 | 30.2 | 17.6 | 14.5 | 28.1 | 27.2 | 7.1 | 18.4 | 29.2 | 20.1 | 26.5 | 55.5 | 12.4 | 16.0 | 16.5 | 6.7 | 10.5 | 32.4 | 30.1 | 14.7 | 15.1 | 1.7 |
| SD(%) | NA | 23.2 | 23.5 | 29.9 | 37.0 | 30.0 | NA | 29.3 | 35.4 | 29.5 | 61.2 | 19.0 | 22.3 | 13.3 | 24.6 | 24.9 | 18.5 | 14.3 | 18.2 | 31.8 | 23.4 | 35.3 | 61.4 | 25.1 | 24.9 | 25.7 | 17.9 | 16.0 | 28.8 | 25.8 | 28.6 | 23.5 | 20.2 |
| TR | NA | -0.06 | -0.03 | 0.22 | 0.07 | 0.02 | NA | 0.06 | 0.48 | 0.32 | -0.27 | 0.1 | -0.19 | -0.02 | 0.29 | -0.22 | -0.09 | 0.26 | 0.06 | 0.03 | 0.23 | 0.24 | -0.4 | 0.31 | 0.14 | 0.32 | 0.3 | 0.22 | -0.14 | -0.21 | 0.2 | 0.14 | 0.13 |
| Alpha | NA | -0.04 | -0.03 | 0.03 | 0.03 | 0.02 | NA | 0.0 | 0.1 | 0.02 | 0.04 | -0.01 | 0.0 | -0.02 | -0.01 | 0.0 | 0.03 | 0.03 | 0.01 | 0.02 | 0.03 | -0.04 | 0.03 | -0.01 | -0.01 | -0.04 | -0.02 | -0.04 | -0.06 | -0.07 | -0.03 | -0.01 | -0.42 |
| Beta | NA | 1.28 | 1.28 | 1.38 | 1.25 | 1.15 | NA | 1.06 | 1.31 | 1.65 | 1.21 | 1.08 | 1.05 | 0.98 | 0.96 | 0.96 | 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 | 0.83 | 0.83 | 0.8 | 0.87 | 0.88 | NA | 0.9 | 0.79 | 0.81 | 0.91 | 0.95 | 0.97 | 0.93 | 0.97 | 0.96 | 0.96 | 0.94 | 0.95 | 0.98 | 0.98 | 0.97 | 0.95 | 0.93 | 0.93 | 0.95 | 0.91 | 0.87 | 0.92 | 0.87 | 0.84 | 0.84 | 0.49 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1998
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Equity Energy Asset Class Trend Rankings |
Top Rated Funds in Equity Energy
Best Mutual Funds
- MLPZX (SteelPath MLP Income I) 0.18% (97%)
- IMLPX (MainGate MLP I) 0.38% (94%)
- MLPTX (SteelPath MLP Select 40 I) 0.53% (94%)
- MLPPX (FAMCO MLP & Energy Infrastructure) (92%)
- MLPOX (SteelPath MLP Alpha I) 0.45% (91%)
- FNARX (Fidelity Select Natural Resources) 1.22% (90%)
- FSENX (Fidelity Select Energy) 1.18% (88%)
- FANIX (Fidelity Advisor Energy I) 1.18% (87%)
- MLPNX (SteelPath MLP Alpha Plus I) 0.45% (87%)
- VENAX (Vanguard Energy Index Adm) 1.16% (86%)
Best ETFs
- OIH (Market Vectors Oil Services ETF) 1.35% (99%)
- ENY (Guggenheim Canadian Energy Income ETF) (93%)
- IEO (iShares US Oil&Gas Explor&Prodtn) 1.06% (93%)
- PXE (PowerShares Dynamic Engy Explr&Prdtn ETF) 0.94% (92%)
- RYE (Guggenheim S&P 500 Equal Wt Energy ETF) (89%)
- XLE (Energy Select Sector SPDR ETF) 1.08% (88%)
- VDE (Vanguard Energy ETF) 1.19% (87%)
- IXC (iShares Global Energy) 1.10% (81%)
- FCG (First Trust ISE-Revere Natural Gas ETF) 1.20% (80%)
- IYE (iShares US Energy) 1.05% (79%)
Best Closed End Funds
- FIF (First Trust Energy Infra. Fund Common) 0.55% (99%)
- FMO (Fiduciary-Claymore MLP Opportunity) (99%)
- IRR (ING Risk Managed Natural Resources) (98%)
- PEO (Petroleum & Resources Common) 1.06% (98%)
- SMF (Salient MLP & Energy Infrastructure Fund) (97%)
- TYN (Tortoise North American Energy Corp) (96%)
- BGR (BlackRock Energy and Resources) 0.16% (93%)
- SRV (Cushing MLP Total Return Fund) 1.16% (86%)
- SRF (Cushing Royalty & Income Fund) (83%)
- EMO (ClearBridge Energy MLP Opportunity Fund) 0.53% (74%)
Latest Articles Related to XLE
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
