(XLE) Energy Sector Fund - Overview
Etf: Oil, Gas, Fuels, Equipment, Services
| Risk 5d forecast | |
|---|---|
| Volatility | 19.4% |
| Relative Tail Risk | 4.40% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 1.03 |
| Alpha | 17.31 |
| Character TTM | |
|---|---|
| Beta | 0.675 |
| Beta Downside | 1.187 |
| Drawdowns 3y | |
|---|---|
| Max DD | 20.14% |
| CAGR/Max DD | 0.73 |
Description: XLE Energy Sector Fund March 04, 2026
XLE is an exchange-traded fund (ETF) that tracks the performance of an energy sector index. The fund invests at least 95% of its assets in the securities of this index.
The index includes companies classified as Energy by the Global Industry Classification Standard (GICS). This includes firms involved in oil, gas, and consumable fuels, which are essential for global transportation and industrial processes. It also includes energy equipment and services companies, which provide the infrastructure and support for resource extraction.
XLE is a non-diversified fund, meaning it concentrates its investments within the energy sector. This can lead to higher volatility compared to diversified funds.
For more detailed financial analysis, ValueRay can provide further insights.
Headlines to watch out for
- Global crude oil prices dictate upstream revenue
- Natural gas demand impacts exploration and production
- Refining margins influence downstream profitability
- Geopolitical events create supply chain volatility
- Environmental regulations increase operating costs
What is the price of XLE shares?
Over the past week, the price has changed by -1.63%, over one month by +3.77%, over three months by +21.42% and over the past year by +30.47%.
Is XLE a buy, sell or hold?
What are the forecasts/targets for the XLE price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |