S&P 500 Energy Index (^SPNY)
Share Price Chart
Loading data...
Performance
The chart shows the growth of $10,000 invested in S&P 500 Energy Index in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $70,157 for a total return of roughly 601.57%. All prices are adjusted for splits and dividends.
Compare to other instruments
Popular comparisons: ^SPNY vs. SPHD, ^SPNY vs. IVV
Return
S&P 500 Energy Index had a return of -12.51% year-to-date (YTD) and 4.33% in the last 12 months. Over the past 10 years, S&P 500 Energy Index had an annualized return of 0.04%, while the S&P 500 had an annualized return of 9.51%, indicating that S&P 500 Energy Index did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -15.01% | -4.85% |
| Year-To-Date | -12.51% | 1.37% |
| 6 months | -3.26% | -1.04% |
| 1 year | 4.33% | -7.35% |
| 5 years (annualized) | 3.60% | 7.08% |
| 10 years (annualized) | 0.04% | 9.51% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 2.71% | -7.61% | ||||||||||
| 2022 | -9.68% | 24.84% | 0.65% | -3.16% |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the S&P 500 Energy Index. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the S&P 500 Energy Index is 75.59%, recorded on Mar 18, 2020. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.59% | Jun 24, 2014 | 1444 | Mar 18, 2020 | — | — | — |
| -54.43% | May 21, 2008 | 199 | Mar 5, 2009 | 1292 | Apr 16, 2014 | 1491 |
| -35.67% | May 21, 2001 | 292 | Jul 23, 2002 | 483 | Jun 23, 2004 | 775 |
| -23.76% | May 4, 1998 | 84 | Aug 31, 1998 | 157 | Apr 16, 1999 | 241 |
| -19.54% | Sep 10, 1999 | 117 | Feb 25, 2000 | 54 | May 12, 2000 | 171 |
| -18.58% | Aug 7, 1990 | 420 | Apr 2, 1992 | 254 | Apr 5, 1993 | 674 |
| -17.18% | Oct 8, 1997 | 65 | Jan 9, 1998 | 77 | May 1, 1998 | 142 |
| -16.1% | Dec 27, 2007 | 28 | Feb 6, 2008 | 48 | Apr 16, 2008 | 76 |
| -15.71% | Sep 30, 2005 | 15 | Oct 20, 2005 | 60 | Jan 17, 2006 | 75 |
| -15.14% | Oct 13, 2000 | 118 | Apr 3, 2001 | 32 | May 18, 2001 | 150 |
Volatility Chart
Current S&P 500 Energy Index volatility is 31.91%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.