XLE monthly performance report
Explore XLE's monthly returns, drawdown, and seasonality trends — updated every month.
XLE monthly report
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Key takeaways
- XLE (XLE) closed September 2026 at $64.48, up 0.81% for the month and +43.32% over the trailing 12 months.
- Year-to-date, XLE is +44.22%, outperforming the S&P 500 which has returned +11.83% YTD.
- The stock is trading +16.60% versus its 200-day moving average ($55.30), a bullish technical signal.
- Over the past three years, XLE has underperformed the S&P 500 by −31.86%, with a relative strength index reading of 81.4.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
XLE ended September 2026 at $64.48, posting a monthly return of +0.81%. The S&P 500 returned −0.58% over the same window, leaving relative performance at +1.39%.
The current quarter stands at +21.41% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +16.60% versus the 200-day moving average ($55.30).
Year-to-date, XLE is +44.22% against SPY +11.83%, a gap of +32.39%. The stock is currently −2.55% below its 52-week high, with maximum 3-year drawdown at −22.06%.
| Period | XLE | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.70% | +1.13% | −0.43% |
| 1 Week | −0.69% | +0.63% | −1.32% |
| 1 Month | +0.81% | −0.58% | +1.39% |
| 3 Months | +16.08% | +1.64% | +14.44% |
| 6 Months | +12.12% | +15.15% | −3.03% |
| YTD | +44.22% | +11.83% | +32.39% |
| 12 Months | +43.32% | +15.69% | +27.63% |
| 3 Years | +40.14% | +72.00% | −31.86% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jan 2026 | +14.18% |
| #2 | Jul 2026 | +12.13% |
| #3 | Mar 2024 | +9.61% |
| #4 | Mar 2026 | +9.55% |
| #5 | Feb 2026 | +9.54% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2025 | −13.85% |
| #2 | Dec 2024 | −10.32% |
| #3 | Oct 2023 | −5.73% |
| #4 | Jun 2026 | −5.65% |
| #5 | May 2026 | −5.63% |
| Quarter | Return |
|---|---|
| Q2 2025 | −9.25% |
| Q3 2025 | +5.35% |
| Q4 2025 | +0.09% |
| Q1 2026 | +37.02% |
| Q2 2026 | −13.30% |
| Q3 2026 (QTD) | +21.41% |
| Year | Return |
|---|---|
| 2023 | −4.16% |
| 2024 | +2.17% |
| 2025 | +4.39% |
| 2026 | +44.22% |
| Metric | Value |
|---|---|
| 52-Week High | $66.17 (2026-09-10) |
| 52-Week Low | $42.35 (2025-10-16) |
| Current Price | $64.48 |
| 200-Day Moving Average | $55.30 |
| Price vs 200DMA | +16.60% |
| 3-Year Maximum Drawdown | −22.06% (2025-04-08) |
| Current Drawdown from 52W High | −2.55% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 81.4 |
| 3-Year Excess Return vs S&P 500 | −31.86% |
| RS Peak | 104.2 (Sep 2023) |
| RS Trough | 61.2 (Oct 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was XLE's return for this report period?
XLE returned +0.81% in the latest monthly window ending 2026-09-17.
Has XLE outperformed SPY year to date?
YTD XLE: +44.22% vs SPY: +11.83%.
What is XLE's 12-month return?
+43.32% over the trailing 12 months.
Is XLE above or below its 200-day moving average?
Price is +16.60% versus 200DMA ($55.30).
What is the maximum drawdown in the 3-year window?
−22.06% on 2025-04-08.