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Energy Select Sector Index (^SIXE)
Performance
Return for Risk
Drawdowns
Volatility

Share Price Chart


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Energy Select Sector Index

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Energy Select Sector Index, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Energy Select Sector Index (^SIXE) has returned 36.86% so far this year and 30.96% over the past 12 months. Over the last ten years, ^SIXE has returned 7.74% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Energy Select Sector Index

1D
-1.12%
1M
10.18%
YTD
36.86%
6M
37.04%
1Y
30.96%
3Y*
13.92%
5Y*
19.59%
10Y*
7.74%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jan 2, 2009, ^SIXE's average daily return is +0.04%, while the average monthly return is +0.75%. At this rate, your investment would double in approximately 7.7 years.

Historically, 57% of months were positive and 43% were negative. The best month was Apr 2020 with a return of +30.7%, while the worst month was Mar 2020 at -35.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ^SIXE closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +16.3%, while the worst single day was Mar 9, 2020 at -20.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202613.99%8.97%10.18%36.86%
20252.32%3.15%3.35%-13.91%0.74%4.63%2.68%2.94%-0.35%-1.44%1.99%-0.38%4.38%
2024-0.65%2.63%10.38%-1.00%-0.98%-1.43%2.14%-2.72%-3.05%0.82%7.12%-9.62%2.25%
20232.58%-7.33%-0.36%2.67%-10.59%6.73%7.71%1.13%2.26%-5.86%-1.38%-0.09%-4.12%
202218.98%6.42%9.04%-1.64%14.98%-17.08%9.41%2.01%-9.95%24.84%0.77%-3.24%58.40%
20213.61%21.34%2.70%0.55%4.98%4.17%-8.52%-2.76%8.80%10.12%-5.88%2.65%46.21%

Benchmark Metrics

Energy Select Sector Index has an annualized alpha of -4.37%, beta of 1.08, and R² of 0.49 versus S&P 500 Index. Calculated based on daily prices since January 05, 2009.

  • This index participated in 113.63% of S&P 500 Index downside but only 86.82% of its upside — more exposed to losses than it benefited from rallies.
  • R² of 0.49 means the benchmark explains less than half of this index's behavior — treat beta with caution or consider switching to a more representative benchmark.

Alpha
-4.37%
Beta
1.08
0.49
Upside Capture
86.82%
Downside Capture
113.63%

Return for Risk

Risk / Return Rank

^SIXE ranks 71 for risk / return — better than 71% of indices on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


^SIXE Risk / Return Rank: 7171
Overall Rank
^SIXE Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
^SIXE Sortino Ratio Rank: 7777
Sortino Ratio Rank
^SIXE Omega Ratio Rank: 7878
Omega Ratio Rank
^SIXE Calmar Ratio Rank: 7070
Calmar Ratio Rank
^SIXE Martin Ratio Rank: 4848
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Energy Select Sector Index (^SIXE) and compare them to a chosen benchmark (S&P 500 Index).


^SIXEBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.25

0.90

+0.36

Sortino ratio

Return per unit of downside risk

1.66

1.39

+0.28

Omega ratio

Gain probability vs. loss probability

1.24

1.21

+0.03

Calmar ratio

Return relative to maximum drawdown

1.72

1.40

+0.32

Martin ratio

Return relative to average drawdown

4.12

6.61

-2.48

Explore ^SIXE risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Energy Select Sector Index. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Energy Select Sector Index was 75.97%, occurring on Mar 18, 2020. Recovery took 1008 trading sessions.

The current Energy Select Sector Index drawdown is 2.15%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-75.97%Jun 24, 20141443Mar 18, 20201008Apr 3, 20242451
-29.86%May 2, 2011108Oct 3, 2011399May 7, 2013507
-27.05%Jan 7, 200937Mar 2, 200948May 8, 200985
-21.94%Apr 8, 2024252Apr 8, 2025199Jan 23, 2026451
-20.45%Apr 26, 201049Jul 2, 201088Nov 5, 2010137

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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