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Performance
^SPNY Performance Chart
S&P 500 Energy Index (^SPNY) is up 28.0% since the beginning of the year. ^SPNY is currently trading at $879 per share. Investors who bought $1,000 worth of ^SPNY shares 5 years ago would now be looking at an investment worth $2,127.
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Returns By Period
S&P 500 Energy Index (^SPNY) has returned 27.95% so far this year and 38.84% over the past 12 months. Over the last ten years, ^SPNY has returned 5.93% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.
S&P 500 Energy Index
- 1D
- 0.99%
- 1M
- -2.92%
- YTD
- 27.95%
- 6M
- 26.25%
- 1Y
- 38.84%
- 3Y*
- 12.94%
- 5Y*
- 16.29%
- 10Y*
- 5.93%
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
^SPNY Monthly Returns History
Based on dividend-adjusted daily data since Sep 12, 1989, ^SPNY's average daily return is +0.04%, while the average monthly return is +0.73%. At this rate, an investment would double in approximately 7.9 years.
Historically, 56% of months were positive and 44% were negative. The best month was Apr 2020 with a return of +29.7%, while the worst month was Mar 2020 at -35.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.
On a daily basis, ^SPNY closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +18.5%, while the worst single day was Mar 9, 2020 at -20.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 14.37% | 8.77% | 10.31% | -3.51% | -6.08% | 2.87% | 27.95% | ||||||
| 2025 | 2.00% | 3.28% | 3.75% | -13.73% | 0.30% | 4.74% | 2.81% | 2.92% | -0.52% | -1.18% | 1.76% | 0.10% | 4.96% |
| 2024 | -0.52% | 2.58% | 10.43% | -0.87% | -0.97% | -1.39% | 2.03% | -2.32% | -2.79% | 0.71% | 6.28% | -9.56% | 2.31% |
| 2023 | 2.71% | -7.61% | -0.49% | 3.20% | -10.61% | 6.47% | 7.28% | 1.27% | 2.46% | -6.08% | -1.65% | -0.19% | -4.80% |
| 2022 | 18.97% | 6.37% | 8.78% | -1.64% | 14.95% | -16.98% | 9.61% | 2.18% | -9.68% | 24.84% | 0.65% | -3.16% | 59.04% |
| 2021 | 3.63% | 21.47% | 2.69% | 0.46% | 4.90% | 4.50% | -8.44% | -2.88% | 9.28% | 10.18% | -5.84% | 2.93% | 47.74% |
Benchmark Metrics
S&P 500 Energy Index has an annualized alpha of 0.44%, beta of 0.92, and R2 of 0.43 versus S&P 500 Index. Calculated based on daily prices since September 13, 1989.
- This index participated in 88.58% of S&P 500 Index downside but only 80.06% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.43 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
- 0.44%
- Beta
- 0.92
- R²
- 0.43
- Upside Capture
- 80.06%
- Downside Capture
- 88.58%
Return for Risk
Risk / Return Rank
^SPNY ranks 67 for risk / return — better than 67% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for S&P 500 Energy Index (^SPNY) and compare them to S&P 500 Index.
| ^SPNY | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.96 | 2.24 | -0.28 |
Sortino ratioReturn per unit of downside risk | 2.56 | 3.07 | -0.51 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.41 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 3.27 | 2.93 | +0.34 |
Martin ratioReturn relative to average drawdown | 9.27 | 13.52 | -4.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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 S&P 500 Energy 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 S&P 500 Energy Index was 75.59%, occurring on Mar 18, 2020. Recovery took 1017 trading sessions.
The current S&P 500 Energy Index drawdown is 8.61%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -75.59%Mar 2020 | 5y 8mo | 4y 17d | 9y 9moJun 2014 - Apr 2024 |
Financial crisis2007–2009 | -54.43%Mar 2009 | 9mo 18d | 5y 1mo | 5y 11moMay 2008 - Apr 2014 |
Dot-com crash2000–2002 | -35.67%Jul 2002 | 1y 2mo | 1y 11mo | 3y 1moMay 2001 - Jun 2004 |
1998 bear market1998 | -23.76%Aug 1998 | 3mo 29d | 7mo 18d | 11mo 17dMay 1998 - Apr 1999 |
2025 selloff2025 | -21.58%Apr 2025 | 1y | 9mo 18d | 1y 9moApr 2024 - Jan 2026 |
Drawdown Indicators
| ^SPNY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.59% | -56.78% | -18.81% |
Max Drawdown (1Y)Largest decline over 1 year | -12.40% | -9.10% | -3.30% |
Max Drawdown (3Y)Largest decline over 3 years | -21.58% | -18.90% | -2.68% |
Max Drawdown (5Y)Largest decline over 5 years | -26.33% | -25.43% | -0.90% |
Max Drawdown (10Y)Largest decline over 10 years | -68.94% | -33.92% | -35.02% |
Current DrawdownCurrent decline from peak | -8.61% | -0.74% | -7.87% |
Average DrawdownAverage peak-to-trough decline | -16.77% | -10.72% | -6.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.37% | 1.97% | +2.40% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Build a portfolio with ^SPNY
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