XLE monthly performance report
Monthly XLE research: returns, drawdown, relative strength, seasonality, and key stats.
XLE monthly report
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Key takeaways
- XLE (XLE) closed August 2026 at $57.31, down 3.76% for the month and +34.03% over the trailing 12 months.
- Year-to-date, XLE is +28.18%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +8.70% versus its 200-day moving average ($52.73), a bullish technical signal.
- Over the past three years, XLE has underperformed the S&P 500 by −40.42%, with a relative strength index reading of 77.1.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
XLE ended August 2026 at $57.31, posting a monthly return of −3.76%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −6.81%.
The current quarter stands at +11.51% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +8.70% versus the 200-day moving average ($52.73).
Year-to-date, XLE is +28.18% against SPY +12.89%, a gap of +15.30%. The stock is currently −9.69% below its 52-week high, with maximum 3-year drawdown at −22.06%.
| Period | XLE | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −2.07% | −0.20% | −1.87% |
| 1 Week | −0.45% | +3.90% | −4.36% |
| 1 Month | −3.76% | +3.05% | −6.81% |
| 3 Months | −3.92% | +7.11% | −11.04% |
| 6 Months | +14.51% | +10.70% | +3.81% |
| YTD | +28.18% | +12.89% | +15.30% |
| 12 Months | +34.03% | +22.58% | +11.44% |
| 3 Years | +31.87% | +72.29% | −40.42% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jan 2026 | +14.15% |
| #2 | Jul 2026 | +12.27% |
| #3 | Feb 2026 | +11.62% |
| #4 | Mar 2024 | +8.83% |
| #5 | Jul 2023 | +7.50% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2025 | −13.90% |
| #2 | Dec 2024 | −10.30% |
| #3 | Jun 2026 | −6.87% |
| #4 | Oct 2023 | −5.61% |
| #5 | May 2026 | −4.69% |
| Quarter | Return |
|---|---|
| Q2 2025 | −10.25% |
| Q3 2025 | +5.83% |
| Q4 2025 | +0.38% |
| Q1 2026 | +35.11% |
| Q2 2026 | −11.35% |
| Q3 2026 (QTD) | +11.51% |
| Year | Return |
|---|---|
| 2023 | −7.36% |
| 2024 | +0.93% |
| 2025 | +2.80% |
| 2026 | +33.58% |
| Metric | Value |
|---|---|
| 52-Week High | $63.46 (2026-03-30) |
| 52-Week Low | $42.05 (2025-08-11) |
| Current Price | $57.31 |
| 200-Day Moving Average | $52.73 |
| Price vs 200DMA | +8.70% |
| 3-Year Maximum Drawdown | −22.06% (2025-04-08) |
| Current Drawdown from 52W High | −9.69% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 77.1 |
| 3-Year Excess Return vs S&P 500 | −40.42% |
| RS Peak | 112 (Sep 2023) |
| RS Trough | 65.9 (Oct 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was XLE's return for this report period?
XLE returned −3.76% in the latest monthly window ending 2026-08-05.
Has XLE outperformed SPY year to date?
YTD XLE: +28.18% vs SPY: +12.89%.
What is XLE's 12-month return?
+34.03% over the trailing 12 months.
Is XLE above or below its 200-day moving average?
Price is +8.70% versus 200DMA ($52.73).
What is the maximum drawdown in the 3-year window?
−22.06% on 2025-04-08.