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Xcel Energy Inc. (XEL)

Equity · Currency in USD
Sector
Utilities
Industry
Utilities—Regulated Electric
ISIN
US98389B1008
CUSIP
98389B100

XELPrice Chart


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XELPerformance

The chart shows the growth of $10,000 invested in Xcel Energy Inc. on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $46,336 for a total return of roughly 363.36%. All prices are adjusted for splits and dividends.


XEL (Xcel Energy Inc.)
Benchmark (S&P 500)

XELReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M0.43%0.43%
6M-6.59%9.37%
YTD-0.81%22.33%
1Y-2.27%26.59%
5Y13.67%15.74%
10Y13.58%14.46%

XELMonthly Returns Heatmap


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XELSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Xcel Energy Inc. Sharpe ratio is -0.12. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


XEL (Xcel Energy Inc.)
Benchmark (S&P 500)

XELDividends

Xcel Energy Inc. granted a 2.79% dividend yield in the last twelve months, as of Nov 27, 2021. The annual payout for that period amounted to $1.80 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.80$1.72$1.62$1.52$1.44$1.36$1.28$1.20$1.11$1.07$1.03$1.00

Dividend yield

2.79%2.58%2.55%3.09%2.99%3.34%3.56%3.34%3.97%4.01%3.74%4.26%

XELDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


XEL (Xcel Energy Inc.)
Benchmark (S&P 500)

XELWorst Drawdowns

The table below shows the maximum drawdowns of the Xcel Energy Inc.. 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 Xcel Energy Inc. is 29.28%, recorded on Mar 23, 2020. It took 96 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-29.28%Feb 19, 202024Mar 23, 202096Aug 7, 2020120
-21.81%Nov 17, 202072Mar 3, 2021
-17.45%Nov 15, 201758Feb 8, 2018179Oct 24, 2018237
-14.62%Jan 30, 2015102Jun 25, 201583Oct 22, 2015185
-14.34%Jul 7, 201692Nov 14, 201686Mar 21, 2017178
-13.4%May 1, 201389Sep 5, 2013146Apr 4, 2014235
-12.7%May 23, 201156Aug 10, 201125Sep 15, 201181
-11.17%Jul 31, 201280Nov 23, 201267Mar 4, 2013147
-9.83%Dec 14, 201813Jan 3, 201925Feb 8, 201938
-8.96%May 4, 201024Jun 7, 201025Jul 13, 201049

XELVolatility Chart

Current Xcel Energy Inc. volatility is 19.87%. 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.


XEL (Xcel Energy Inc.)
Benchmark (S&P 500)

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