All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

XLE: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

XLE real return snapshot: after CPI-U inflation, XLE returned +41.24% over the past year and +38.20% YTD, with dividends reinvested. Since Dec. 22, 1998, XLE is up +436.13% in real purchasing-power return, or +6.23%/yr, and is currently −4.30% below its real total-return high on Sep. 15, 2026.

Data ending Fri Oct. 2, 2026

Growth of $10,000

Tue 1998-12-22💬 to Fri 2026-10-02 Overall
Return
Exponential
Trendline
XLE
×
+436.13%
+6.23%/yr
+4.37%/yr
R2=0.634
Energy Select Sector SPDR Fund Exchange-Traded Fund

Growth of $10,000 Summary

Tue 1998-12-22💬 to Fri 2026-10-02 Start
Value
End
Value
XLE
×
$10,000.00
1998-12-22
$53,613.32
2026-10-02

This Year’s Performance

through 2026-10-02

  YTD YoY
XLE
×
+38.20% +41.24%

Drawdowns

  Current
Drawdown
Worst
Drawdown
XLE
×
−4.30%
on 2026-10-02
from 2026-09-15 peak
−73.76%
on 2020-03-18
from 2014-06-23 peak

Rolling Returns

Period ending Fri 2026-10-02 1 yr 2 yr 3 yr 5 yr 10 yr
XLE
×
+41.24% +38.13%
+17.53%/yr
+42.82%
+12.62%/yr
+127.18%
+17.83%/yr
+90.04%
+6.63%/yr

Annual Returns

Year XLE
2026 (YTD) +38.20%
2025 +5.07%
2024 +2.60%
2023 −3.82%
2022 +54.28%
2021 +43.20%
2020 −33.58%
2019 +8.19%
2018 −19.75%
2017 −2.94%
2016 +25.43%
2015 −22.07%
2014 −9.36%
2013 +24.38%
2012 +3.42%
2011 −0.13%
2010 +19.98%
2009 +18.54%
2008 −39.01%
2007 +31.51%
2006 +15.19%
2005 +35.53%
2004 +29.71%
2003 +23.49%
2002 −16.66%
2001 −19.38%
2000 +20.32%
1999 +14.87%
1998 +0.35%