XLE
THE ENERGY SELECT SECTOR SPDR FUND
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
XLE Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 2.92% | 47.33% | 9.68% | 22.90% | 1.79% | 10.13% | 2.66% | 8.20% |
| Sharpe Ratio | 0.26 | 1.97 | 0.42 | 0.79 | 0.10 | 0.33 | 0.14 | 0.27 |
| Max Drawdown | -12.24% | -12.05% | -24.14% | -26.04% | -38.21% | -66.81% | -49.19% | -71.26% |
| % Time Invested | 25.8% | 100.0% | 76.1% | 100.0% | 56.0% | 100.0% | 58.9% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 1.4 | 0.0 | 1.4 | 0.0 | 1.6 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-03-31 | Open | Open | 100% | $62.04 | $59.03 | -4.85% | Mark-to-Market |
| 2026-02-03 | 2026-03-31 | Interest | 100% | $1.00 | $1.01 | 0.64% | Interest Income |
| 2026-01-30 | 2026-02-03 | Completed | 100% | $50.03 | $49.91 | -0.24% | Signal |
| 2025-07-01 | 2026-01-30 | Interest | 100% | $1.00 | $1.02 | 2.42% | Interest Income |
| 2025-04-30 | 2025-07-01 | Completed | 100% | $39.43 | $41.48 | 5.20% | Signal |
| 2025-04-07 | 2025-04-30 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-04-05 | 2025-04-07 | Completed | 100% | $38.64 | $36.92 | -4.46% | Stop |
| 2023-03-14 | 2023-04-05 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2022-10-18 | 2023-03-14 | Completed | 100% | $36.40 | $36.32 | -0.22% | Stop |
| 2022-09-26 | 2022-10-18 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-07-13 | 2022-09-26 | Completed | 100% | $29.84 | $31.11 | 4.28% | Stop |
| 2022-06-17 | 2022-07-13 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2021-07-14 | 2022-06-17 | Completed | 100% | $22.05 | $33.55 | 52.12% | Stop |
| 2021-06-09 | 2021-07-14 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2021-06-07 | 2021-06-09 | Completed | 100% | $23.16 | $23.33 | 0.74% | Signal |
| 2019-07-17 | 2021-06-07 | Interest | 100% | $1.00 | $1.02 | 2.34% | Interest Income |
| 2019-07-15 | 2019-07-17 | Completed | 100% | $23.71 | $23.19 | -2.20% | Signal |
| 2019-06-07 | 2019-07-15 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2019-01-16 | 2019-06-07 | Completed | 100% | $22.40 | $22.27 | -0.56% | Signal |
| 2018-12-21 | 2019-01-16 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-11-20 | 2018-12-21 | Completed | 100% | $23.72 | $20.47 | -13.70% | Stop |
| 2018-10-29 | 2018-11-20 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-06-26 | 2018-10-29 | Completed | 100% | $26.24 | $23.97 | -8.67% | Stop |
| 2018-05-21 | 2018-06-26 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2018-05-15 | 2018-05-21 | Completed | 100% | $27.22 | $27.73 | 1.89% | Signal |
| 2018-02-12 | 2018-05-15 | Interest | 100% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2017-09-13 | 2018-02-12 | Completed | 100% | $22.53 | $23.67 | 5.07% | Stop |
| 2017-08-21 | 2017-09-13 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2017-02-07 | 2017-08-21 | Completed | 100% | $24.59 | $21.39 | -13.01% | Stop |
| 2015-10-13 | 2017-02-07 | Interest | 100% | $1.00 | $1.03 | 2.57% | Interest Income |
| 2015-10-09 | 2015-10-13 | Completed | 100% | $22.81 | $22.15 | -2.89% | Signal |
| 2015-06-05 | 2015-10-09 | Interest | 100% | $1.00 | $1.01 | 0.78% | Interest Income |
| 2015-01-06 | 2015-06-05 | Completed | 100% | $24.45 | $24.83 | 1.57% | Signal |
| 2014-12-11 | 2015-01-06 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2014-10-31 | 2014-12-11 | Completed | 100% | $27.41 | $24.06 | -12.22% | Stop |
| 2014-10-09 | 2014-10-31 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2013-03-07 | 2014-10-09 | Completed | 100% | $24.21 | $27.87 | 15.13% | Stop |
| 2013-01-24 | 2013-03-07 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2013-01-22 | 2013-01-24 | Completed | 100% | $23.27 | $23.48 | 0.90% | Signal |
| 2012-08-14 | 2013-01-22 | Interest | 100% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2012-06-12 | 2012-08-14 | Completed | 100% | $19.47 | $22.16 | 13.80% | Signal |
| 2012-05-18 | 2012-06-12 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2011-10-19 | 2012-05-18 | Completed | 100% | $20.29 | $19.73 | -2.77% | Stop |
| 2011-09-27 | 2011-10-19 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2011-08-30 | 2011-09-27 | Completed | 100% | $20.23 | $18.92 | -6.52% | Stop |
| 2011-08-08 | 2011-08-30 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-07-27 | 2011-08-08 | Completed | 100% | $16.13 | $19.64 | 21.80% | Stop |
| 2010-07-02 | 2010-07-27 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2010-05-07 | 2010-07-02 | Completed | 100% | $16.47 | $14.74 | -10.49% | Stop |
| 2009-09-18 | 2010-05-07 | Interest | 100% | $1.00 | $1.02 | 2.26% | Interest Income |
| 2009-09-15 | 2009-09-18 | Completed | 100% | $15.78 | $16.27 | 3.15% | Signal |
| 2009-07-24 | 2009-09-15 | Interest | 100% | $1.00 | $1.00 | 0.50% | Interest Income |
| 2009-07-22 | 2009-07-24 | Completed | 100% | $14.24 | $14.67 | 3.02% | Signal |
| 2009-01-15 | 2009-07-22 | Interest | 100% | $1.00 | $1.02 | 1.59% | Interest Income |
| 2008-12-08 | 2009-01-15 | Completed | 100% | $13.16 | $13.10 | -0.42% | Signal |
| 2008-11-13 | 2008-12-08 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2008-10-29 | 2008-11-13 | Completed | 100% | $13.59 | $12.98 | -4.49% | Stop |
| 2008-10-07 | 2008-10-29 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2008-10-02 | 2008-10-07 | Completed | 100% | $17.55 | $16.19 | -7.77% | Stop |
| 2008-09-10 | 2008-10-02 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2008-08-08 | 2008-09-10 | Completed | 100% | $20.35 | $18.30 | -10.04% | Stop |
| 2008-07-17 | 2008-08-08 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2008-02-13 | 2008-07-17 | Completed | 100% | $20.45 | $22.14 | 8.30% | Stop |
| 2008-01-22 | 2008-02-13 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2007-09-11 | 2008-01-22 | Completed | 100% | $19.82 | $18.11 | -8.64% | Stop |
| 2007-08-17 | 2007-09-11 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2006-07-07 | 2007-08-17 | Completed | 100% | $16.09 | $18.96 | 17.85% | Stop |
| 2006-06-14 | 2006-07-07 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2005-11-11 | 2006-06-14 | Completed | 100% | $12.91 | $13.99 | 8.37% | Stop |
| 2005-10-20 | 2005-11-11 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2005-06-09 | 2005-10-20 | Completed | 100% | $11.70 | $13.09 | 11.93% | Stop |
| 2005-05-17 | 2005-06-09 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2004-02-09 | 2005-05-17 | Completed | 100% | $7.54 | $10.62 | 40.78% | Stop |
| 2003-12-17 | 2004-02-09 | Interest | 100% | $1.00 | $1.01 | 0.57% | Interest Income |
| 2003-12-15 | 2003-12-17 | Completed | 100% | $7.02 | $7.06 | 0.61% | Signal |
| 2003-05-20 | 2003-12-15 | Interest | 100% | $1.00 | $1.02 | 2.33% | Interest Income |
| 2003-05-16 | 2003-05-20 | Completed | 100% | $6.28 | $6.21 | -1.02% | Signal |
| 2001-11-16 | 2003-05-16 | Interest | 100% | $1.00 | $1.07 | 6.72% | Interest Income |
| 2001-10-12 | 2001-11-16 | Completed | 100% | $7.32 | $6.41 | -12.46% | Stop |
| 2001-09-20 | 2001-10-12 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2001-08-03 | 2001-09-20 | Completed | 100% | $7.64 | $6.51 | -14.74% | Stop |
| 2001-07-12 | 2001-08-03 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2000-12-14 | 2001-07-12 | Completed | 100% | $7.98 | $7.54 | -5.48% | Stop |
| 2000-12-12 | 2000-12-14 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
