XLE
XLE is an exchange-traded fund (ETF) that aims to track the performance of the Energy Select Sector Index. This index represents the energy sector of the S&P 500, including companies involved in the exploration, production, and distribution of energy resources, such as oil, gas, and renewable energy.
Asset Summary
Loading summary…
Asset Performance Metrics and Risk Characteristics:
Metrics below use daily returns for Jan 1, 2026 – Oct 8, 2026 (YTD).
Understanding asset performance is crucial for evaluating investment quality and making informed decisions. Metrics like trailing return and drawdown provide insights into how an asset has performed over time, its volatility, and the efficiency of its returns relative to risk. Performance indicators help assess the stability, risk, and reward of an investment, allowing investors and portfolio managers to make comparisons and strategize accordingly.
1 Month Trailing Return
-2.18%
Represents the percentage change in asset value over the past month.
3 Month Trailing Return
13.96%
Indicates the percentage change in asset value over the last three months.
Period Max Drawdown
15.59%
The highest percentage drop from the peak value to the lowest point during the observed period.
Standard Deviation
22.94%
Shows how much the asset’s daily returns deviate from the average, annualized for the entire period.
Sharpe Ratio
1.99
Measures the average return earned in excess of the risk-free rate per unit of volatility, annualized.
Calmar Ratio
2.93
The ratio of the annualized return to the maximum drawdown, reflecting the return per unit of risk.
Asset Technical Analysis
Technical analysis involves evaluating an asset's price and volume data to forecast future movements and make informed trading decisions. Using indicators such as moving averages, pivot levels, momentum studies, and candlestick pattern scans can clarify trend strength and volatility. The tabs below summarize moving averages, pivots, technical indicators, candlestick patterns, and recent prices for this symbol.
Analysis
Moving Averages
Moving Averages are commonly used to smooth out price data and identify trends over a specific period. Here’s a summary of the latest moving averages for various periods:
| Type/Period | |
|---|---|
| SMA | |
| EMA | |
| WMA | |
| WEMA |
- SMA (Simple Moving Average): Reflects the average price over a specific number of periods.
- EMA (Exponential Moving Average): Gives more weight to recent prices, making it more responsive to new information.
- WMA (Weighted Moving Average): Assigns a weight to each price, emphasizing more recent prices.
- WEMA (Weighted Exponential Moving Average): Combines elements of both WMA and EMA for a more responsive moving average.
Supercharge Your XLE Trading Now
Empower your trading with OHLCX.com. Our comprehensive platform delivers precise analysis and strategic insights for XLE, designed to improve your trading outcomes. Start optimizing your trades today and unlock new opportunities with our advanced system!
Start Optimizing NowFrequently Asked Questions
-
XLE is rebalanced quarterly to align with changes in the Energy Select Sector Index. This rebalancing ensures that the ETF continues to accurately reflect the index.
-
XLE is managed by State Street Global Advisors. The fund replicates the Energy Select Sector Index by holding the same stocks in similar proportions. Management involves periodic rebalancing to maintain accurate reflection of the index.
-
As of the latest update, XLE has an expense ratio of approximately 0.10%. This fee is deducted from the fund’s assets and covers the cost of managing the ETF.
-
Historically, XLE has shown performance that reflects the trends of the energy sector. Performance can vary based on energy prices, economic conditions, and the performance of individual companies within the sector.
-
Yes, XLE can be held in retirement accounts such as IRAs or 401(k)s. It can be a suitable choice for investors seeking targeted exposure to the energy sector within their retirement portfolio.
-
XLE includes companies that are part of the energy sector of the S&P 500. This sector comprises firms involved in the exploration, production, and distribution of oil, natural gas, and other energy resources. Major holdings often include companies such as ExxonMobil, Chevron, and ConocoPhillips.
-
Dividends from the underlying stocks in XLE are collected and distributed to ETF shareholders. Investors can choose to receive dividends in cash or reinvest them to purchase additional shares of XLE.
-
Key performance metrics for XLE include its net asset value (NAV), expense ratio, total return, and tracking error. NAV represents the per-share value of the ETF, the expense ratio indicates the cost of managing the fund, total return measures overall performance including dividends, and tracking error shows how closely XLE follows the Energy Select Sector Index.
-
Similar ETFs to XLE include the iShares U.S. Energy ETF (IYE) and the Vanguard Energy ETF (VDE). These ETFs also focus on the energy sector but may have different methodologies or specific exposures.
-
Yes, investing in XLE carries risks such as sector risk and commodity price risk. The energy sector is highly sensitive to fluctuations in oil and gas prices, geopolitical events, and regulatory changes. Additionally, the sector can be affected by environmental policies and shifts toward renewable energy.
Top Market Assets
Discover our curated selection of top-performing exchange-traded funds (ETFs) that represent a diverse range of investment opportunities.
SPY is an exchange-traded fund (ETF) that aims to replicate the performance of the S&P 500 Index. The S&P 500 Index includes 500 of the largest publicly traded companies in the United States, representing a broad cross-section of the U.S. economy.
QQQ is an exchange-traded fund (ETF) that tracks the performance of the Nasdaq-100 Index. This index includes 100 of the largest non-financial companies listed on the Nasdaq Stock Market, primarily focusing on technology and innovation sectors.
DIA is an exchange-traded fund (ETF) that aims to track the performance of the Dow Jones Industrial Average (DJIA). The DJIA is a stock market index consisting of 30 large, publicly traded companies in the United States, representing a broad range of industries.
IWM is an exchange-traded fund (ETF) that seeks to track the performance of the Russell 2000 Index. The Russell 2000 Index measures the performance of the 2,000 smallest stocks in the Russell 3000 Index, representing a broad segment of small-cap U.S. companies.
Asset Related News
Disclaimers
The information displayed on this site is sourced from third-party providers and is believed to be reliable. OHLCX has not independently verified this data and does not guarantee its accuracy. Content is for educational and informational purposes only and is not financial or investment advice.
With any investment, your capital is at risk. Past performance is no guarantee of future results. Consult your provider's terms and privacy policies where applicable.
Market data is provided in near real-time when available, but we do not guarantee its accuracy or timeliness.
Securities products are: Not FDIC insured · Not bank guaranteed · May lose value
Trademarks and logos are the property of their respective owners and do not represent endorsements of any kind.