(XLE) Energy Sector Fund - NYSE

ETF Category: Equity Energy | Exchange: NYSE (USA) | Market Cap: 39.119m USD | Total Return: 26% in 12m

Oil, Natural Gas, Consumable Fuels, Energy Equipment
Total Rating 56
Safety 14
Buy Signal -0.67
Equity Energy
Category Rotation: -28.3
TER: 0.09%
AUM: 39.1B
Avg Turnover: 2.17B
Risk 3d forecast
Volatility24.0%
VaR 5th Pctl4.55%
VaR vs Median5.35%
Reward TTM
Sharpe Ratio1.01
Rel. Str. IBD48.8
Rel. Str. Peer Group36.7
Character TTM
Beta0.433
Beta Downside0.699
Hurst Exponent0.498
Drawdowns 3y
Max DD20.14%
CAGR/Max DD0.75
CAGR/Mean DD2.44

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: XLE Energy Sector Fund

The Energy Select Sector SPDR® Fund (XLE) is a non-diversified ETF designed to track the performance of the Energy Select Sector Index. The fund utilizes a replication strategy, investing at least 95% of its total assets in equity securities within the oil, gas, and consumable fuels industries, as well as energy equipment and services providers.

The energy sector is heavily influenced by global crude oil prices and geopolitical shifts, which directly impact the capital expenditure budgets of exploration and production firms. Companies in this sector typically operate through integrated models, spanning upstream extraction, midstream transportation, and downstream refining processes. Investors can examine detailed valuation metrics on ValueRay to further assess these industry trends.

Established in 1998, XLE focuses on US-based large-cap companies. Its concentrated portfolio reflects the market-capitalization weighting of the S&P 500 energy constituents, providing targeted exposure to the domestic traditional energy infrastructure.

Headlines to Watch Out For
  • Crude oil price volatility dictates upstream revenue and cash flow
  • Refining margins fluctuate based on global crack spreads
  • Capital allocation shifts toward shareholder buybacks and dividend growth
  • Federal regulatory environment impacts domestic drilling permits and infrastructure expansion
What is the price of XLE shares?

As of June 20, 2026, the stock is trading at USD 53.77 with a total of 39,636,677 shares traded.
Over the past week, the price has changed by -5.86%, over one month by -11.24%, over three months by -7.37% and over the past year by +26.01%.

Is XLE a buy, sell or hold?

Energy Sector Fund has no consensus analysts rating.