XLE ETF Analysis: Energy Sector Fund | NYSE

Equity Energy | NYSE, USA | Market Cap: 41.841m USD | 12M Return: 46.6% | US81369Y5069 | Charts, Fundamentals & Technical Analysis

Oil, Gas, Consumable Fuels, Energy Equipment
Total Rating 75
Safety 30
Buy Signal 0.08
Equity Energy
Category Rotation: -15.5
TER: 0.09%
AUM: 41.8B
Avg Turnover: 1.89B
Risk 3d forecast
Volatility22.9%
VaR 5th Pctl4.30%
VaR vs Median4.46%
Reward TTM
Sharpe Ratio1.66
Rel. Str. IBD81.4
Rel. Str. Peer Group75
Character TTM
Beta0.245
Beta Downside0.540
Hurst Exponent0.521
Drawdowns 3y
Max DD20.14%
CAGR/Max DD0.75
CAGR/Mean DD2.32

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 11.6 years of data

Jan +2.0% 22
Feb +0.7% 19
Mar +0.9% 29
Apr -1.1% 20
May +0.2% 5
Jun +0.8% 16
Jul +1.0% 14
Aug -2.7% 17
Sep +0.5% 11
Oct -1.4% 12
Nov +0.5% 11
Dec -0.6% 18

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: XLE Energy Sector Fund

The Energy Select Sector SPDR Fund (XLE) tracks a market-cap-weighted index of U.S. energy companies classified under the GICS (Global Industry Classification Standard). It uses a replication strategy, investing at least 95% of its total assets in the securities that make up the underlying index. The funds holdings are concentrated in two main industry groups: oil, gas and consumable fuels, and energy equipment and services. The fund is structured as a non-diversified ETF, meaning it can hold larger positions in fewer issuers than a diversified fund would typically allow. As one of the Select Sector SPDR funds, XLE provides targeted exposure to the energy sector of the S&P 500, offering investors a way to invest in a basket of major U.S. energy companies rather than picking individual stocks.

Headlines to Watch Out For
  • Crude oil prices rally on tightening supply outlook
  • OPEC+ extends production cuts boosting energy sector margins
  • US shale producers expand capital returns through dividends and buybacks
What is the price of XLE shares?

As of September 22, 2026, the stock is trading at USD 62.46 with a total of 36,480,033 shares traded. Over the past week, the price has changed by -2.63%, over one month by -1.27%, over three months by +16.23% and over the past year by +46.55%.

Current recommended Stop Loss: 60.70 (which is 2.8% or 1.4 ATR below the current price).

Is XLE a buy, sell or hold?

Energy Sector Fund has no consensus analysts rating.