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XOP: SPDR S&P Oil & Gas Exploration & Production ETF (ETF)
Basic Info 132.29 1.58(1.21%) July 10
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 06/22/2006 |
| Last Dividend Date: | 06/23/2025 |
| 12-Mo. Yield | 2.18% |
| Expenses | 0.35% |
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Performance Analytics (As of 07/09/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/22/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.3 | 1.1 | -5.0 | 8.4 | 23.4 | -14.0 | -8.6 | -6.0 | -1.0 | 3.6 | 45.4 | 66.7 | -84.1 | -9.4 | -28.1 | -9.5 | 38.3 | -35.8 | -29.4 | 27.9 | 3.9 | 0.9 | 28.6 | 40.2 | -42.7 | 36.9 | 10.5 |
| Sharpe Ratio | NA | -0.14 | -0.41 | 0.05 | 0.55 | -0.25 | NA | -0.14 | -0.21 | 0.0 | 0.98 | 1.59 | -0.52 | -0.31 | -0.92 | -0.4 | 0.93 | -0.89 | -0.89 | 1.31 | 0.14 | 0.02 | 1.03 | 0.89 | -0.6 | 1.43 | 0.65 |
| Draw Down(%) | NA | 29.7 | 30.6 | 35.0 | 35.0 | 95.7 | NA | 97.6 | 20.9 | 19.5 | 33.2 | 26.9 | 92.2 | 38.8 | 45.7 | 30.8 | 22.3 | 47.8 | 48.7 | 11.7 | 26.3 | 38.6 | 16.9 | 30.1 | 67.7 | 15.2 | 17.4 |
| Standard Deviation(%) | NA | 39.9 | 33.1 | 31.9 | 37.9 | 61.9 | NA | 52.4 | 22.1 | 28.8 | 44.8 | 41.9 | 163.2 | 35.2 | 32.0 | 25.3 | 41.1 | 40.1 | 33.2 | 21.3 | 28.2 | 43.3 | 27.5 | 44.8 | 73.0 | 23.7 | 27.0 |
| Treynor Ratio | NA | -0.03 | -0.08 | 0.01 | 0.12 | -0.1 | NA | -0.05 | -0.03 | 0.0 | 0.27 | 0.31 | -0.59 | -0.06 | -0.2 | -0.06 | 0.25 | -0.24 | -0.17 | 0.2 | 0.03 | 0.01 | 0.26 | 0.35 | -0.37 | 0.35 | 0.14 |
| Alpha | NA | -0.15 | -0.11 | -0.05 | 0.0 | -0.04 | NA | -0.02 | -0.05 | -0.02 | 0.04 | 0.02 | -0.2 | -0.11 | -0.01 | -0.05 | -0.03 | -0.02 | -0.02 | 0.01 | 0.01 | 0.02 | 0.05 | 0.0 | 0.06 | 0.01 | -0.02 |
| Beta | NA | 1.75 | 1.71 | 1.59 | 1.73 | 1.55 | NA | 1.34 | 1.48 | 1.56 | 1.61 | 2.14 | 1.43 | 1.89 | 1.46 | 1.8 | 1.55 | 1.46 | 1.69 | 1.41 | 1.39 | 1.33 | 1.08 | 1.13 | 1.16 | 0.96 | 1.24 |
| RSquared | NA | 0.66 | 0.63 | 0.73 | 0.72 | 0.59 | NA | 0.68 | 0.62 | 0.79 | 0.75 | 0.68 | 0.4 | 0.85 | 0.91 | 0.88 | 0.9 | 0.85 | 0.85 | 0.81 | 0.88 | 0.92 | 0.9 | 0.91 | 0.92 | 0.79 | 0.82 |
| Yield(%) | N/A | 1.1 | 2.2 | 3.0 | 5.6 | 1.2 | 1.3 | N/A | 2.3 | 2.8 | 3.3 | 2.6 | 1.1 | 1.3 | 0.7 | 0.7 | 1.0 | 1.4 | 1.0 | 1.0 | 1.2 | 1.1 | 0.5 | 0.9 | 0.4 | 0.3 | 0.1 |
| Dividend Growth(%) | N/A | -53.3 | -3.8 | 126.9 | 112.5 | N/A | N/A | N/A | -9.8 | 7.2 | 117.4 | 42.1 | -22.1 | 32.3 | -7.4 | -9.8 | -52.8 | -0.9 | 17.2 | -12.4 | 11.2 | 197.5 | -29.8 | 22.6 | 111.0 | 172.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/22/2006
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