XLE ETF Analysis: Energy Sector Fund | NYSE

Equity Energy | NYSE, USA | Market Cap: 39.540m USD | 12M Return: 36.6% | Charts, Fundamentals & Technical Analysis

Oil, Gas, Consumable Fuels, Energy Equipment
Total Rating 74
Safety 48
Buy Signal -0.57
Equity Energy
Category Rotation: +19.3
TER: 0.09%
AUM: 39.5B
Avg Turnover: 1.63B
Risk 3d forecast
Volatility20.4%
VaR 5th Pctl3.85%
VaR vs Median4.62%
Reward TTM
Sharpe Ratio1.45
Rel. Str. IBD72.9
Rel. Str. Peer Group76.7
Character TTM
Beta0.419
Beta Downside0.676
Hurst Exponent0.559
Drawdowns 3y
Max DD20.14%
CAGR/Max DD0.69
CAGR/Mean DD2.12

Warnings

Fakeout

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +3.0% 28
Feb +1.5% 17
Mar +0.7% 26
Apr -1.4% 28
May -0.5% 2
Jun +0.6% 11
Jul +1.0% 12
Aug -3.8% 26
Sep +0.4% 5
Oct -1.3% 6
Nov +0.2% 5
Dec -0.8% 23

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: XLE Energy Sector Fund

The Energy Select Sector SPDR Fund (XLE) tracks a market-cap-weighted index of U.S. energy companies classified under the GICS (Global Industry Classification Standard). It uses a replication strategy, investing at least 95% of its total assets in the securities that make up the underlying index. The funds holdings are concentrated in two main industry groups: oil, gas and consumable fuels, and energy equipment and services. The fund is structured as a non-diversified ETF, meaning it can hold larger positions in fewer issuers than a diversified fund would typically allow. As one of the Select Sector SPDR funds, XLE provides targeted exposure to the energy sector of the S&P 500, offering investors a way to invest in a basket of major U.S. energy companies rather than picking individual stocks.

Headlines to Watch Out For
  • Crude oil prices rally on tightening supply outlook
  • OPEC+ extends production cuts boosting energy sector margins
  • US shale producers expand capital returns through dividends and buybacks
What is the price of XLE shares?

As of July 28, 2026, the stock is trading at USD 58.36 with a total of 33,784,769 shares traded. Over the past week, the price has changed by +0.72%, over one month by +8.92%, over three months by +3.54% and over the past year by +36.62%.

Current recommended Stop Loss: 56.80 (which is 2.7% or 1.4 ATR below the current price).

Is XLE a buy, sell or hold?

Energy Sector Fund has no consensus analysts rating.