Performance analysis of XLE (STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF)
Annual Return
Over the past 3 years, XLE has had an average annual return of +15.18%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, XLE has had an average annual return of +23.57%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, XLE has had an average annual return of +9.92%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, XLE has had an average annual return of +8.44%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +32.63% | +7.88% | +5.52% | -0.64% | +64.17% | +53.32% | -32.51% | +11.74% | -18.21% | -0.90% | +28.02% | -21.47% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -8.70% | +26.25% | +5.20% | +2.84% | +21.78% | +21.79% | -38.96% | +36.87% | +18.09% | +40.17% | +33.93% | +25.82% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -14.70% | -18.14% | +24.41% | +0.56% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +14.18% | +9.54% | +10.26% | -2.63% | -5.63% | -4.98% | +10.15% | +32.63% | |||||
| 2025 | +2.31% | +3.83% | +3.48% | -13.86% | +1.28% | +4.89% | +2.83% | +3.65% | -0.32% | -1.35% | +2.63% | -0.30% | +7.88% |
| 2024 | -0.51% | +3.27% | +10.48% | -0.94% | -0.34% | -1.43% | +2.26% | -2.07% | -3.03% | +0.90% | +7.83% | -9.59% | +5.52% |
| 2023 | +2.81% | -6.94% | -0.01% | +2.78% | -10.03% | +6.94% | +7.77% | +1.65% | +2.40% | -5.75% | -0.72% | +0.07% | -0.64% |
| 2022 | +18.77% | +7.07% | +9.30% | -1.69% | +16.03% | -17.12% | +9.66% | +2.65% | -9.56% | +24.97% | +1.28% | -3.05% | +64.17% |
| 2021 | +3.75% | +22.46% | +2.98% | +0.67% | +5.71% | +4.19% | -8.32% | -2.00% | +8.97% | +10.33% | -5.01% | +3% | +53.32% |
| 2020 | -10.99% | -15.29% | -34.27% | +30.77% | +2% | -1.10% | -4.81% | -1.05% | -14.56% | -4.11% | +27.99% | +4.51% | -32.51% |
| 2019 | +11.21% | +2.31% | +2.13% | -0.02% | -11.10% | +9.39% | -1.59% | -8.32% | +3.93% | -2.09% | +1.60% | +6.03% | +11.74% |
| 2018 | +3.59% | -10.84% | +1.72% | +9.49% | +3% | +0.58% | +1.55% | -3.48% | +2.44% | -11.33% | -1.56% | -12.43% | -18.21% |
| 2017 | -3.21% | -2.09% | -1.49% | -2.95% | -3.54% | -0.12% | +2.62% | -5.48% | +10.18% | -0.83% | +1.75% | +5.27% | -0.90% |
Drawdown analysis of XLE (STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF)
The maximum drawdown for the XLE was -71.26%, occurring on Mar 18, 2020. Recovery took 495 trading sessions.
The current XLE drawdown is -5.82%.
Since Nov 1, 1999 XLE has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 20 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.26% | Jun 23, 2014 | 1444 | Mar 18, 2020 | 495 | Mar 4, 2022 | 1939 |
| -57.37% | May 20, 2008 | 196 | Mar 2, 2009 | 1062 | May 20, 2013 | 1258 |
| -41.54% | May 18, 2001 | 292 | Jul 23, 2002 | 499 | Jul 16, 2004 | 791 |
| -26.08% | Jun 8, 2022 | 24 | Jul 14, 2022 | 77 | Nov 1, 2022 | 101 |
| -20.15% | Nov 22, 2024 | 91 | Apr 8, 2025 | 186 | Jan 5, 2026 | 277 |
| -17.34% | Nov 15, 2022 | 83 | Mar 17, 2023 | 120 | Sep 8, 2023 | 203 |
| -16.88% | Dec 26, 2007 | 17 | Jan 22, 2008 | 59 | Apr 16, 2008 | 76 |
| -16.45% | Sep 29, 2005 | 15 | Oct 20, 2005 | 58 | Jan 13, 2006 | 73 |
| -15.99% | Apr 21, 2006 | 36 | Jun 13, 2006 | 118 | Nov 29, 2006 | 154 |
| -14.98% | Mar 27, 2026 | 65 | Jul 1, 2026 | Ongoing | Ongoing | Ongoing |
| -14.72% | Jan 21, 2000 | 24 | Feb 25, 2000 | 23 | Mar 29, 2000 | 47 |
| -14.14% | Mar 8, 2001 | 18 | Apr 3, 2001 | 32 | May 18, 2001 | 50 |
| -13.72% | Mar 4, 2005 | 50 | May 16, 2005 | 22 | Jun 16, 2005 | 72 |
| -13.33% | Apr 5, 2024 | 109 | Sep 11, 2024 | 51 | Nov 21, 2024 | 160 |
| -12.96% | Sep 14, 2023 | 86 | Jan 18, 2024 | 41 | Mar 18, 2024 | 127 |
| -12.44% | Jul 19, 2007 | 20 | Aug 16, 2007 | 22 | Sep 18, 2007 | 42 |
| -11.98% | Oct 12, 2000 | 34 | Nov 30, 2000 | 66 | Mar 8, 2001 | 100 |
| -11.92% | Dec 14, 2006 | 17 | Jan 11, 2007 | 56 | Apr 3, 2007 | 73 |
| -11.80% | Jan 30, 2006 | 27 | Mar 9, 2006 | 27 | Apr 18, 2006 | 54 |
| -11.64% | May 15, 2000 | 49 | Jul 25, 2000 | 17 | Aug 17, 2000 | 66 |
| -9.88% | Nov 17, 1999 | 32 | Jan 4, 2000 | 12 | Jan 21, 2000 | 44 |
| -9.48% | Oct 18, 2007 | 27 | Nov 27, 2007 | 18 | Dec 21, 2007 | 45 |
| -9.06% | Apr 18, 2022 | 5 | Apr 25, 2022 | 7 | May 4, 2022 | 12 |
| -8.27% | May 6, 2022 | 1 | May 9, 2022 | 6 | May 17, 2022 | 7 |
| -7.80% | Mar 8, 2022 | 6 | Mar 16, 2022 | 5 | Mar 23, 2022 | 11 |