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XLE: Energy Select Sector SPDR Fund (ETF)
Basic Info 57.67 1.08(1.84%) June 05
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 12/22/1998 |
| Last Dividend Date: | 03/23/2026 |
| 12-Mo. Yield | 2.71% |
| Expenses | 0.09% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/22/1998 |
2025 | 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(%) | 2.5 | 29.8 | 45.4 | 16.8 | 20.2 | 10.0 | 6.5 | 6.9 | 8.7 | 7.9 | 5.6 | -0.6 | 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 |
| Sharpe Ratio | NA | 3.13 | 1.88 | 0.6 | 0.71 | 0.27 | NA | NA | 0.25 | 0.2 | 0.11 | -0.19 | 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 | 1.35 | 0.59 | 1.48 | 1.84 | 1.57 | -0.55 | -0.81 | 0.71 | 0.54 | 0.57 |
| Draw Down(%) | NA | 12.1 | 12.1 | 20.1 | 26.0 | 66.8 | NA | NA | 71.3 | 18.8 | 14.3 | 17.3 | 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 |
| Standard Deviation(%) | NA | 24.3 | 20.5 | 21.7 | 26.1 | 29.8 | NA | NA | 28.7 | 24.8 | 17.9 | 22.9 | 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 |
| Treynor Ratio | NA | 0.59 | 0.29 | 0.1 | 0.14 | 0.07 | NA | NA | 0.07 | 0.04 | 0.02 | -0.03 | 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 | 0.21 | -0.14 | -0.21 | 0.2 | 0.14 | 0.13 |
| Alpha | NA | 0.03 | 0.0 | -0.03 | -0.01 | 0.01 | NA | NA | 0.0 | -0.07 | -0.02 | -0.04 | 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 | 1.32 | 1.31 | 1.35 | 1.21 | NA | NA | 1.06 | 1.43 | 1.27 | 1.27 | 1.31 | 1.65 | 1.2 | 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 |
| RSquared | NA | 0.63 | 0.61 | 0.7 | 0.77 | 0.84 | NA | NA | 0.89 | 0.72 | 0.69 | 0.82 | 0.8 | 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 |
| Yield(%) | N/A | 0.8 | 2.7 | 3.4 | 5.0 | 3.8 | 3.1 | 3.5 | N/A | 2.9 | 3.4 | 3.5 | 5.6 | 6.2 | 3.5 | 6.9 | 2.8 | 2.9 | 2.8 | 2.6 | 2.1 | 2.1 | 1.8 | 1.5 | 1.7 | 2.1 | 1.1 | 1.4 | 1.4 | 1.6 | 1.9 | 2.1 | 1.8 | 1.5 | 1.8 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -84.9 | -22.2 | 1.0 | 13.8 | 107.8 | N/A | N/A | N/A | -11.1 | -3.4 | -7.6 | 37.8 | 9.7 | -47.2 | 98.7 | -7.3 | 28.8 | -16.8 | 10.0 | 21.7 | 17.4 | 22.6 | 6.4 | -3.6 | 16.8 | 12.5 | 9.5 | 26.1 | 10.7 | 7.3 | -0.6 | -2.4 | 2.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1998
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