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The Energy Select Sector SPDR Fund (XLE)

80.08
-0.44
(-0.55%)
As of 2:15:30 PM EDT. Market Open.

ETF Summary

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.

Risk Overview

Performance & Risk

YTD Return -5.28%
5y Average Return 22.30%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating --

Risk Statistics

3 Years 5 Years 10 Years
XLECategory AverageXLECategory AverageXLECategory Average
Alpha -0.95 -5.92 11.69 8.14 -3.05 -8.12
BETA 0.9 1 0.84 0.97 1.27 1.45
Mean Annual Return 0.78 0.42 1.96 1.78 0.69 0.39
R-squared 25.84 31.85 18.25 24.45 38.64 40.2
Standard Deviation 27.27 27.78 29.92 30.62 30.12 34.2
Sharpe Ratio 0.18 0.02 0.69 0.61 0.21 0.09
Treynor Ratio 1.44 -2.73 21.65 16.78 1.46 -1.81

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