Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XLE (Energy Select Sector SPDR Fund) | 4.48% | -0.44% | 9.22% | 23.90% | 6.49% | 6.84% | 6.07% | 7.99% |
Data as of 07/28/2025, AR inception is 12/22/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XLE (Energy Select Sector SPDR Fund) | 12/22/1998 | 07/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.55 | -0.44 | 9.22 | 23.90 | 6.49 | 6.84 | 6.07 | 7.99 | 4.48 | 5.56 | -0.62 | 64.34 | 53.26 | -32.67 | 11.73 | -18.21 | -0.90 | 28.02 | -21.47 | -8.70 | 26.25 | 5.20 | 2.84 | 21.78 | 21.79 | -38.97 | 36.88 | 18.08 | 40.17 | 33.94 | 25.82 | -14.69 | -18.13 | 24.39 | 16.06 | 0.34 |
| Sharpe Ratio | NA | -0.20 | 0.25 | 0.73 | 0.17 | NA | NA | 0.22 | 0.10 | 0.11 | -0.19 | 1.79 | 1.80 | -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 | 1.35 | 0.59 | 1.48 | 1.84 | 1.57 | -0.55 | -0.81 | 0.71 | 0.54 | 0.57 |
| Standard Deviation(%) | NA | 25.74 | 24.72 | 29.11 | 30.44 | NA | NA | 28.95 | 29.64 | 17.90 | 22.92 | 35.40 | 29.54 | 61.16 | 18.99 | 22.29 | 13.29 | 24.60 | 24.89 | 18.47 | 14.30 | 18.21 | 31.80 | 23.42 | 35.25 | 61.44 | 25.10 | 24.94 | 25.66 | 17.87 | 15.98 | 28.83 | 25.85 | 28.58 | 23.49 | 20.23 |
| Draw Down(%) | NA | 20.14 | 20.14 | 26.99 | 66.81 | NA | NA | 71.26 | 18.79 | 14.34 | 17.33 | 26.04 | 17.68 | 60.60 | 17.86 | 30.18 | 17.56 | 14.47 | 28.12 | 27.20 | 7.09 | 18.37 | 29.23 | 20.11 | 26.54 | 55.54 | 12.44 | 15.99 | 16.45 | 6.71 | 10.51 | 32.36 | 30.14 | 14.72 | 15.15 | 1.71 |
| Yield(%) | 0.00 | 3.13 | 3.99 | 7.54 | 3.68 | 4.12 | 3.89 | 6.64 | 1.66 | 3.39 | 3.53 | 5.63 | 6.16 | 3.52 | 6.90 | 2.76 | 2.88 | 2.82 | 2.57 | 2.13 | 2.09 | 1.83 | 1.54 | 1.70 | 2.06 | 1.11 | 1.39 | 1.36 | 1.63 | 1.87 | 2.11 | 1.82 | 1.49 | 1.81 | 0.00 | 0.00 |
Data as of 07/28/2025, AR inception is 12/22/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLE (Energy Select Sector SPDR Fund) |
-21.70%
Mar 2017 - Mar 2020 |
-14.51%
Mar 2015 - Mar 2020 |
-4.05%
Oct 2010 - Oct 2020 |
-1.32%
Sep 2005 - Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XLE (Energy Select Sector SPDR Fund) |
50.78%
Sep 2020 - Sep 2023 |
31.68%
Apr 2003 - Apr 2008 |
15.31%
Oct 2003 - Oct 2013 |
11.46%
Feb 1999 - Feb 2014 |
Annualized Rolling Returns Comparison Chart