State Street Energy Select Sector SPDR ETF (XLE)
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Learn moreETF 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
Risk Overview Information Not Available
Performance & Risk
| YTD Return | 56.13% |
| 5y Average Return | 23.02% |
|---|---|
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -0.03 |
| Morningstar Risk Rating | -- |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
XLE | Category Average | XLE | Category Average | XLE | Category Average |
|
Alpha
|
11.37 | 7.68 | 16.16 | 13.4 | 0.21 | -3.6 |
|
BETA
|
-0.03 | 0.43 | 0.48 | 0.66 | 1.11 | 1.3 |
|
Mean Annual Return
|
1.29 | 1.55 | 2 | 1.84 | 1.18 | 1.02 |
|
R-squared
|
0.03 | 10.4 | 7.64 | 16.37 | 29.52 | 35.31 |
|
Standard Deviation
|
20.38 | -- | 25.92 | -- | 30.09 | -- |
|
Sharpe Ratio
|
0.54 | 0.69 | 0.77 | 0.71 | 0.39 | 0.32 |
|
Treynor Ratio
|
-349.9 | 77.77 | 39.04 | 30.44 | 6.78 | 4.08 |
