Energy Select Sector SPDR Fund trailing returns
Energy Select Sector SPDR Fund's 10-year return is +11.4% a year (CAGR) (+194.4% cumulative). How Energy Select Sector SPDR Fund (XLE) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through October 27, 2026 — price return and dividends side by side, with the worst drop inside each window.
Trailing returns by period#
To 2026-10-27. Price return + dividends = total return. Per year (CAGR) for windows of a year or more, with the cumulative total return beneath. Worst drop: the deepest fall in the price from a high inside the window, and when it bottomed.
| Period | Price | DivsDividends | Total | Worst drop |
|---|---|---|---|---|
| 1 day | -2.1% | +0.0% | -2.1% | — |
| 5 days | +0.4% | +0.0% | +0.4% | -2.1%Oct 27 |
| 1 month | +9.9% | +0.0% | +9.9% | -2.1%Oct 27 |
| YTD | +52.6% | +3.0% | +55.6% | -15.6%Jul 1 |
| 1 year | +54.5% | +4.4% | +58.9% | -15.6%Jul 2026 |
| 5 years | +18.9% | +4.3% | +23.1%+183.1% | -26.9%Jul 2022 |
| 10 years | +7.0% | +4.4% | +11.4%+194.4% | -70.1%Mar 2020 |
| 20 years | +4.5% | +3.1% | +7.7%+337.8% | -76.7%Mar 2020 |
| Since inception (1998) | +6.6% | +2.8% | +9.3%+1099.4% | -76.7%Mar 2020 |
Growth of XLE#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years+23.1%/year · +183.1%
- 10 years+11.4%/year · +194.4%
- 20 years+7.7%/year · +337.8%
- Since inception (1998)+9.3%/year · +1099.4%
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-10-27). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Price return is the change in XLE's closing price; total return reinvests dividends (from its split- and dividend-adjusted closes); the dividends column is the difference between the two. The worst drop is the largest fall in the closing price from a high to a later low inside the window, the way a drawdown is usually quoted. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ#
- What is Energy Select Sector SPDR Fund's 10-year return?
- Over the last 10 years, Energy Select Sector SPDR Fund (XLE) returned about +11.4% a year annualized (+194.4% cumulative total return).
- What is Energy Select Sector SPDR Fund's 20-year annualized return?
- Over the last 20 years, Energy Select Sector SPDR Fund (XLE) compounded at about +7.7% a year (+337.8% cumulative).
- What is Energy Select Sector SPDR Fund's return since inception?
- Since 1998, Energy Select Sector SPDR Fund (XLE) has compounded at about +9.3% a year — +1099.4% in total.