SPDR S&P Oil & Gas Equipment & Services ETF (XES)

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The chart shows the growth of an initial investment of $10,000 in SPDR S&P Oil & Gas Equipment & Services ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

SPDR S&P Oil & Gas Equipment & Services ETF (XES) has returned 42.33% so far this year and 65.92% over the past 12 months. Over the last ten years, XES has returned -2.35% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jun 22, 2006, XES's average daily return is +0.02%, while the average monthly return is +0.42%. At this rate, your investment would double in approximately 13.8 years.

Historically, 56% of months were positive and 44% were negative. The best month was Nov 2020 with a return of +42.8%, while the worst month was Mar 2020 at -57.2%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 7 months.

On a daily basis, XES closed higher 50% of trading days. The best single day was Oct 13, 2008 with a return of +19.6%, while the worst single day was Mar 9, 2020 at -33.7%.

SPDR S&P Oil & Gas Equipment & Services ETF has an annualized alpha of -8.34%, beta of 1.39, and R² of 0.41 versus S&P 500 Index. Calculated based on daily prices since June 23, 2006.

• This ETF participated in 157.20% of S&P 500 Index downside but only 115.65% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.41 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

XES has an expense ratio of 0.35%, placing it in the medium range.

XES ranks 78 for risk / return — better than 78% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for SPDR S&P Oil & Gas Equipment & Services ETF (XES) and compare them to a chosen benchmark (S&P 500 Index).

SPDR S&P Oil & Gas Equipment & Services ETF provided a 1.19% dividend yield over the last twelve months, with an annual payout of $1.38 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for SPDR S&P Oil & Gas Equipment & Services ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the SPDR S&P Oil & Gas Equipment & Services ETF. 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 SPDR S&P Oil & Gas Equipment & Services ETF was 95.65%, occurring on Mar 18, 2020. The portfolio has not yet recovered.

The current SPDR S&P Oil & Gas Equipment & Services ETF drawdown is 72.51%.

The chart below shows the rolling one-month volatility.