Energy Select Sector SPDR Fund(XLE) overview

Last updated 2024-09-19 04:04:39 (EDT)

Return and Risk Analysis

Analyze the Average Return and Risk Energy Select Sector SPDR Fund (XLE).

Period	Annualized Return	Sharpe Ratio	Maximum Drawdown
Past 3 Years	27.5%	0.89	-26.04%
Past 5 Years	12.9%	0.41	-60.62%
Past 10 Years	3.5%	0.13	-68.67%
Past 20 Years	7.7%	0.27	-71.27%

Basic Information

Basic Information of Energy Select Sector SPDR Fund (XLE).

Issuance Information


Full Name of the ETF	Energy Select Sector SPDR Fund
Listing Date	1998-12-22

ETF Description


In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies that have been identified as Energy companies by the GICS-, including securities of companies from the following industries: oil, gas and consumable fuels; and energy equipment and services. It is non-diversified.

In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies that have been identified as Energy companies by the GICS-, including securities of companies from the following industries: oil, gas and consumable fuels; and energy equipment and services. It is non-diversified.

Disclaimer

1. The information provided is for reference only and does not constitute any guarantee of profits or specific stock and price point recommendations.

2. The information is not complete; for comprehensive data, please refer to the relevant websites.

3. All stock market data analyses are subject to survivorship bias.