Performance analysis of SPXE (PROSHARES S&P 500 EX-ENERGY ETF)
Annual Return
Over the past 3 years, SPXE has had an average annual return of +19.96%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, SPXE has had an average annual return of +12.58%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, SPXE has had an average annual return of +15.27%, outperforming the benchmark SPY, which returned +15.04% annual.
Since Sep 24, 2015, SPXE has had an average annual return of +15.36%, outperforming the benchmark SPY, which returned +15.20% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.60% | +18.03% | +25.71% | +27.73% | -20.57% | +27.93% | +20.62% | +32.45% | -5.53% | +24.99% | +10.10% | +7.21% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1% | -1.23% | -5.47% | +11.22% | +5.59% | -0.89% | -0.14% | +9.60% | |||||
| 2025 | +2.78% | -1.53% | -5.87% | -0.21% | +6.48% | +5.01% | +2.13% | +1.97% | +3.87% | +2.45% | -0.02% | +0.23% | +18.03% |
| 2024 | +1.90% | +5.44% | +2.89% | -4.18% | +4.93% | +3.95% | +1.11% | +2.53% | +2.32% | -0.78% | +5.70% | -2.19% | +25.71% |
| 2023 | +6.40% | -1.90% | +3.63% | +1.48% | +1.05% | +6.57% | +2.82% | -1.55% | -5.17% | -1.87% | +9.58% | +4.69% | +27.73% |
| 2022 | -5.99% | -3.34% | +3.86% | -9.34% | -0.47% | -8.06% | +9.45% | -4.24% | -9.21% | +7.18% | +5.56% | -5.76% | -20.57% |
| 2021 | -0.88% | +2.52% | +4.08% | +5.20% | +0.64% | +2.29% | +2.57% | +3.11% | -4.76% | +6.65% | -0.53% | +4.52% | +27.93% |
| 2020 | +0.73% | -8.96% | -10.54% | +12.39% | +4.74% | +1.99% | +5.63% | +7.73% | -3.49% | -3.10% | +10.73% | +3.92% | +20.62% |
| 2019 | +8.44% | +3.10% | +1.84% | +4.27% | -6.04% | +6.77% | +1.81% | -1.44% | +1.83% | +2.17% | +3.91% | +2.52% | +32.45% |
| 2018 | +4.25% | -1.70% | -5.03% | +1.30% | +1.77% | +1.26% | +2.44% | +4.25% | +0.31% | -5.89% | +1.50% | -9.12% | -5.53% |
| 2017 | +2.25% | +4.49% | +0.19% | +1.54% | +1.24% | +1.05% | +2.14% | -0.01% | +1.48% | +3.20% | +1.87% | +3.18% | +24.99% |
Drawdown analysis of SPXE (PROSHARES S&P 500 EX-ENERGY ETF)
The maximum drawdown for the SPXE was -32.27%, occurring on Mar 23, 2020. Recovery took 94 trading sessions.
The current SPXE drawdown is -1.34%.
Since Sep 24, 2015 SPXE has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.27% | Feb 19, 2020 | 23 | Mar 23, 2020 | 94 | Aug 5, 2020 | 117 |
| -26.49% | Dec 29, 2021 | 198 | Oct 12, 2022 | 297 | Dec 18, 2023 | 495 |
| -18.90% | Feb 19, 2025 | 34 | Apr 8, 2025 | 54 | Jun 26, 2025 | 88 |
| -18.59% | Oct 3, 2018 | 56 | Dec 24, 2018 | 71 | Apr 8, 2019 | 127 |
| -11.93% | Dec 4, 2015 | 46 | Feb 11, 2016 | 43 | Apr 14, 2016 | 89 |
| -10.10% | Jan 12, 2026 | 53 | Mar 30, 2026 | 11 | Apr 15, 2026 | 64 |
| -9.17% | Sep 2, 2020 | 15 | Sep 24, 2020 | 36 | Nov 13, 2020 | 51 |
| -8.71% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.59% | Jan 25, 2018 | 61 | Apr 24, 2018 | 63 | Jul 24, 2018 | 124 |
| -6.63% | May 3, 2019 | 20 | Jun 3, 2019 | 13 | Jun 20, 2019 | 33 |
| -5.87% | Jul 26, 2019 | 6 | Aug 5, 2019 | 54 | Oct 21, 2019 | 60 |
| -5.74% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -5.63% | Jun 8, 2016 | 13 | Jun 27, 2016 | 8 | Jul 8, 2016 | 21 |
| -5.55% | Sep 3, 2021 | 20 | Oct 4, 2021 | 15 | Oct 25, 2021 | 35 |
| -5.20% | Oct 28, 2025 | 17 | Nov 20, 2025 | 14 | Dec 11, 2025 | 31 |
| -4.77% | Feb 12, 2021 | 13 | Mar 4, 2021 | 7 | Mar 15, 2021 | 20 |
| -4.72% | Aug 23, 2016 | 52 | Nov 4, 2016 | 11 | Nov 21, 2016 | 63 |
| -4.51% | Jun 2, 2026 | 6 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -4.19% | Dec 6, 2024 | 22 | Jan 10, 2025 | 7 | Jan 22, 2025 | 29 |
| -4.01% | May 7, 2021 | 3 | May 12, 2021 | 16 | Jun 4, 2021 | 19 |
| -3.76% | Nov 18, 2021 | 8 | Dec 1, 2021 | 7 | Dec 10, 2021 | 15 |
| -3.41% | Jan 26, 2021 | 3 | Jan 29, 2021 | 4 | Feb 4, 2021 | 7 |
| -3.41% | Nov 3, 2015 | 8 | Nov 13, 2015 | 14 | Dec 4, 2015 | 22 |
| -3.31% | Sep 25, 2015 | 1 | Sep 28, 2015 | 7 | Oct 7, 2015 | 8 |
| -3.20% | Apr 20, 2016 | 12 | May 6, 2016 | 20 | Jun 6, 2016 | 32 |