Energy
Performance & Returns
Total Return by Period
Updated: Dec 30, 2025
| 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|
| 0.76% | 1.03% | -50.12% | -49.68% | -46.82% | -48.60% | 18.63% | -25.46% |
Total Return by Year
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 5.54% | -0.64% | 64.24% | 53.27% | -33.32% | 11.72% | -18.03% | -0.90% | 27.86% | -21.45% |
10 Year Performance
| Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|
| -25.46% | 3.51% | -2.90% | -91.74% | 0.02 | 0.02 | 0.04 | 0.23 |
Asset Allocation
| Symbol | Weight % |
|---|---|
| XLE | 100.0 |
Total Return Graph
No Taxes, No Rebalancing.