S&P 500 Energy Index (^SPNY)
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Popular comparisons: ^SPNY vs. SPHD, ^SPNY vs. IVV, ^SPNY vs. COPX, ^SPNY vs. SMGB.L
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.
Returns By Period
S&P 500 Energy Index had a return of 7.89% year-to-date (YTD) and 5.32% in the last 12 months. Over the past 10 years, S&P 500 Energy Index had an annualized return of -0.53%, while the S&P 500 had an annualized return of 10.91%, indicating that S&P 500 Energy Index did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.89% | 16.48% |
| 1 month | 1.55% | 1.67% |
| 6 months | 12.07% | 14.21% |
| 1 year | 5.32% | 21.98% |
| 5 years (annualized) | 8.32% | 13.13% |
| 10 years (annualized) | -0.53% | 10.91% |
Monthly Returns
The table below presents the monthly returns of ^SPNY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.52% | 2.58% | 10.43% | -0.87% | -0.97% | -1.39% | 7.89% | ||||||
| 2023 | 2.71% | -7.61% | -0.49% | 3.20% | -10.61% | 6.47% | 7.28% | 1.27% | 2.47% | -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% |
| 2020 | -11.18% | -15.27% | -34.97% | 29.66% | 0.67% | -1.42% | -5.35% | -2.05% | -14.64% | -4.69% | 26.57% | 4.27% | -37.31% |
| 2019 | 11.02% | 1.94% | 1.98% | -0.01% | -11.70% | 9.07% | -1.87% | -8.73% | 3.56% | -2.40% | 1.10% | 5.82% | 7.64% |
| 2018 | 3.76% | -11.34% | 1.55% | 9.29% | 2.53% | 0.57% | 1.36% | -3.79% | 2.43% | -11.33% | -2.20% | -12.82% | -20.50% |
| 2017 | -3.64% | -2.73% | -1.10% | -2.93% | -3.96% | -0.27% | 2.44% | -5.71% | 9.77% | -0.72% | 1.23% | 4.74% | -3.80% |
| 2016 | -3.07% | -2.56% | 9.18% | 8.65% | -1.17% | 3.19% | -1.98% | 0.64% | 2.95% | -2.97% | 7.88% | 1.80% | 23.65% |
| 2015 | -4.88% | 3.51% | -2.03% | 6.56% | -5.22% | -3.55% | -7.81% | -4.69% | -6.79% | 11.25% | -0.77% | -10.00% | -23.55% |
| 2014 | -6.33% | 4.57% | 2.28% | 5.11% | 1.04% | 4.93% | -3.40% | 1.83% | -7.64% | -2.98% | -8.85% | 0.34% | -9.99% |
| 2013 | 7.59% | 0.00% | 1.85% | -0.88% | 2.08% | -2.09% | 5.00% | -2.08% | 1.68% | 4.07% | 0.50% | 3.00% | 22.27% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ^SPNY is 28, suggesting that the investment has average results relative to other indices in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for S&P 500 Energy Index (^SPNY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 7.85%.
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 |
| -19.54% | Sep 10, 1999 | 117 | Feb 25, 2000 | 54 | May 12, 2000 | 171 |
Volatility
Volatility Chart
The current S&P 500 Energy Index volatility is 4.82%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.