(XLE) Energy Sector Fund - Overview

ETF Category: Equity Energy | Exchange: NYSE ARCA (USA) | Market Cap: 38.949m USD | Total Return: 45% in 12m

Oil, Natural Gas, Energy Equipment, Consumable Fuels
Total Rating 76
Safety 27
Buy Signal -0.22
Equity Energy
Category Rotation: -1.1
TER: 0.09%
AUM: 38.9B
Avg Turnover: 2.38B
Risk 3d forecast
Volatility21.0%
VaR 5th Pctl3.96%
VaR vs Median4.77%
Reward TTM
Sharpe Ratio1.71
Rel. Str. IBD73
Rel. Str. Peer Group32.1
Character TTM
Beta0.473
Beta Downside0.741
Hurst Exponent0.486
Drawdowns 3y
Max DD20.14%
CAGR/Max DD0.82
CAGR/Mean DD2.71

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: XLE Energy Sector Fund

The Energy Select Sector SPDR® Fund (XLE) tracks the Energy Select Sector Index through a replication strategy, investing at least 95% of its assets in constituent securities. The fund focuses on large-cap U.S. companies within the oil, gas, and consumable fuels industry, as well as the energy equipment and services sub-sector.

The underlying business models in this sector are heavily influenced by crude oil and natural gas price volatility, which dictates capital expenditure budgets for exploration and production. As a non-diversified fund, XLE maintains concentrated positions in integrated energy giants that manage the entire value chain from extraction to refining.

Investors can evaluate the intrinsic valuation of these holdings by reviewing the data available on ValueRay.

Headlines to Watch Out For
  • Global crude oil prices dictate upstream exploration and production revenue
  • OPEC plus production quotas influence global supply and energy pricing
  • Capital expenditure cycles in offshore drilling drive oilfield services demand
  • Refining margins fluctuate based on crack spreads and global fuel consumption
  • Federal environmental regulations and carbon mandates impact long term operational costs
What is the price of XLE shares?

As of June 04, 2026, the stock is trading at USD 58.71 with a total of 46,150,051 shares traded.
Over the past week, the price has changed by +3.02%, over one month by -1.14%, over three months by +4.55% and over the past year by +45.00%.

Is XLE a buy, sell or hold?

Energy Sector Fund has no consensus analysts rating.