Energy
Performance & Returns
Total Return by Period
Updated: Feb 06, 2026
| 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|
| 1.99% | 4.31% | 14.10% | -40.53% | -39.88% | -39.73% | 25.12% | -1.95% |
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% |
10 Year Performance
| Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|
| -1.95% | 6.20% | -0.20% | -101.90% | 0.10 | 0.10 | 0.06 | 0.24 |
Asset Allocation
| Symbol | Weight % |
|---|---|
| XLE | 100.0 |
Total Return Graph
No Taxes, No Rebalancing.