XLE (NYSE ARCA) - Energy Select Sector SPDR Fund

Exchange: USA Stocks • Country: USA • Currency: USD • Type: Etf • ISIN: US81369Y5069 • Equity Energy
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. ‣ Company URL: http://www.spdrs.com ‣ Domicile: United States

Drawdown (Underwater) Chart

Drawdown / Underwater Chart for XLE (NYSE ARCA) - Energy Select Sector SPDR Fund


Market Cap in USD 39,006m
Category Equity Energy
TER 0.10%
IPO / Inception 1998-12-16


Fundamental -
Dividend 8.13
Performance 5y 3.20
Rel. Performance vs Sector 0.63
Analysts -
Fair Price Total Ret. 87.36
Fair Price DCF todo


Growth TTM 37.55%
CAGR 5y 8.91%
CAGR / Mean Drawdown 5y 0.42
Sharpe Ratio TTM 1.22
Alpha vs SP500 TTM 15.84
Beta vs SP500 5y weekly 1.14
CAPM 7.79%
Average Daily Range 2m 1.60%
Reversal Oscillator 66.42
Volatility GJR Garch 1y 15.84%
Price / SMA 50 4.63%
Price / SMA 200 10.45%
Current Volume 23143.9k
Average Volume 20d 19370.9k


Yield TTM 3.29%
Yield on Cost 5y 5.04%
Dividends CAGR 5y 9.67%
Consistency of Dividends all time 96.3%