XLE - Energy Sector SPDR Fund - Stock & Dividends

Exchange: USA Stocks • Country: USA • Currency: USD • Type: Etf • ISIN: US81369Y5069 • Equity Energy

Oil, Gas, Energy, Equipment, Services

The Energy Select Sector SPDR Fund is an exchange-traded fund (ETF) that aims to replicate the performance of a specific index. To achieve this, it invests a significant portion of its assets, at least 95%, in the securities that make up the index. This index is comprised of companies that operate in the energy sector, as classified by the Global Industry Classification Standard (GICS).

These energy companies come from a range of industries, including oil, gas, and consumable fuels, as well as energy equipment and services. This means the fund provides exposure to a diverse range of energy-related businesses, from those involved in the extraction and production of energy resources to those that provide the equipment and services necessary to support the industry.

It's worth noting that the fund is non-diversified, which means it may invest a larger proportion of its assets in a smaller number of securities compared to a diversified fund. This can result in greater exposure to the performance of individual companies, which may increase the fund's risk profile.

The Energy Select Sector SPDR Fund is listed on the NYSE Arca exchange under the ticker symbol XLE and is domiciled in the United States. For more information about the fund, you can visit the website of the fund's issuer, State Street Global Advisors, at http://www.spdrs.com.

Drawdown (Underwater) Chart

Drawdown / Underwater Chart for XLE - Energy Sector SPDR Fund  - Stock & Dividends

Overall Trend and Yearly Seasonality

Drawdown / Underwater Chart for XLE - Energy Sector SPDR Fund  - Stock & Dividends

XLE ETF Overview

Market Cap in USD 38,943m
Category Equity Energy
TER 0.09%
IPO / Inception 1998-12-16

XLE ETF Ratings

Growth 5y 56.0
Fundamental -
Dividend 43.5
Rel. Performance vs Sector -0.12
Analysts -
Fair Price Momentum 92.00 USD
Fair Price DCF -

XLE Dividends

Dividend Yield 12m 3.17%
Yield on Cost 5y 5.99%
Dividends CAGR 5y -2.86%
Payout Consistency 96.0%

XLE Growth Ratios

Growth 12m 10.98%
Growth Correlation 12m 31%
Growth Correlation 3m -22%
CAGR 5y 13.53%
CAGR/Mean DD 5y 1.02
Sharpe Ratio 12m 0.32
Alpha vs SP500 12m -11.13
Beta vs SP500 5y weekly 1.08
ValueRay RSI 54.18
Volatility GJR Garch 1y 15.38%
Price / SMA 50 1.61%
Price / SMA 200 5.54%
Current Volume 10800.1k
Average Volume 20d 12493.2k

External Links for XLE ETF

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What is the price of XLE stocks?
As of July 27, 2024, the stock is trading at USD 92.19 with a total of 10,800,071 shares traded.
Over the past week, the price has changed by -0.19%, over one month by +1.77%, over three months by -2.93% and over the past year by +8.91%.
What are the forecast for XLE stock price target?
According to ValueRays Forecast Model, XLE Energy Sector SPDR Fund will be worth about 102.6 in July 2025. The stock is currently trading at 92.19. This means that the stock has a potential upside of +11.29%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 102.6 11.3