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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in S&P 500 Energy 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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Returns By Period
S&P 500 Energy Index (^SPNY) has returned 40.00% so far this year and 34.44% over the past 12 months. Over the last ten years, ^SPNY has returned 7.62% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
S&P 500 Energy Index
- 1D
- 1.87%
- 1M
- 12.53%
- YTD
- 40.00%
- 6M
- 40.93%
- 1Y
- 34.44%
- 3Y*
- 15.82%
- 5Y*
- 20.35%
- 10Y*
- 7.62%
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%
Monthly Returns
Based on dividend-adjusted daily data since Sep 12, 1989, ^SPNY's average daily return is +0.04%, while the average monthly return is +0.76%. At this rate, your investment would double in approximately 7.6 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% | 12.53% | 40.00% | |||||||||
| 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 1.08%, beta of 0.93, and R² of 0.43 versus S&P 500 Index. Calculated based on daily prices since September 13, 1989.
- This index participated in 88.00% of S&P 500 Index downside but only 82.61% 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
- 1.08%
- Beta
- 0.93
- R²
- 0.43
- Upside Capture
- 82.61%
- Downside Capture
- 88.00%
Return for Risk
Risk / Return Rank
^SPNY ranks 77 for risk / return — better than 77% 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 a chosen benchmark (S&P 500 Index).
| ^SPNY | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 0.90 | +0.55 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.39 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.21 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 1.40 | +0.45 |
Martin ratioReturn relative to average drawdown | 4.40 | 6.61 | -2.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore ^SPNY 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 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.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.59% | Jun 24, 2014 | 1444 | Mar 18, 2020 | 1017 | Apr 3, 2024 | 2461 |
| -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 |
| -21.58% | Apr 8, 2024 | 251 | Apr 8, 2025 | 197 | Jan 21, 2026 | 448 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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