ASC vs. XLE
Compare and contrast key facts about Ardmore Shipping Corporation (ASC) and State Street Energy Select Sector SPDR ETF (XLE).
XLE is a passively managed fund by State Street that tracks the performance of the Energy Select Sector Index. It was launched on Dec 16, 1998.
Performance
ASC vs. XLE - Performance Comparison
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ASC vs. XLE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ASC Ardmore Shipping Corporation | 44.82% | -10.36% | -8.18% | 5.81% | 326.33% | 3.36% | -63.57% | 93.79% | -41.62% | 8.11% |
XLE State Street Energy Select Sector SPDR ETF | 37.91% | 7.88% | 5.56% | -0.63% | 64.32% | 53.28% | -32.67% | 11.74% | -18.22% | -0.89% |
Returns By Period
In the year-to-date period, ASC achieves a 44.82% return, which is significantly higher than XLE's 37.91% return. Over the past 10 years, ASC has underperformed XLE with an annualized return of 8.85%, while XLE has yielded a comparatively higher 11.65% annualized return.
ASC
- 1D
- 1.73%
- 1M
- -6.90%
- YTD
- 44.82%
- 6M
- 30.26%
- 1Y
- 59.72%
- 3Y*
- 6.04%
- 5Y*
- 32.15%
- 10Y*
- 8.85%
XLE
- 1D
- -1.13%
- 1M
- 10.27%
- YTD
- 37.91%
- 6M
- 39.21%
- 1Y
- 35.32%
- 3Y*
- 17.71%
- 5Y*
- 23.99%
- 10Y*
- 11.65%
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Return for Risk
ASC vs. XLE — Risk / Return Rank
ASC
XLE
ASC vs. XLE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ardmore Shipping Corporation (ASC) and State Street Energy Select Sector SPDR ETF (XLE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ASC | XLE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 1.42 | +0.14 |
Sortino ratioReturn per unit of downside risk | 2.17 | 1.84 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.28 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.42 | 1.96 | +0.46 |
Martin ratioReturn relative to average drawdown | 6.20 | 5.16 | +1.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ASC | XLE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 1.42 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.93 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.40 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.32 | -0.24 |
Correlation
The correlation between ASC and XLE is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ASC vs. XLE - Dividend Comparison
ASC's dividend yield for the trailing twelve months is around 2.03%, less than XLE's 2.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASC Ardmore Shipping Corporation | 2.03% | 2.83% | 8.89% | 8.16% | 0.00% | 0.00% | 1.53% | 0.00% | 0.00% | 0.00% | 5.41% | 4.80% |
XLE State Street Energy Select Sector SPDR ETF | 2.44% | 3.28% | 3.36% | 3.55% | 3.68% | 4.21% | 5.62% | 6.72% | 3.54% | 3.03% | 2.26% | 3.39% |
Drawdowns
ASC vs. XLE - Drawdown Comparison
The maximum ASC drawdown since its inception was -80.11%, which is greater than XLE's maximum drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for ASC and XLE.
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Drawdown Indicators
| ASC | XLE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.11% | -71.26% | -8.85% |
Max Drawdown (1Y)Largest decline over 1 year | -21.96% | -18.79% | -3.17% |
Max Drawdown (5Y)Largest decline over 5 years | -61.41% | -26.04% | -35.37% |
Max Drawdown (10Y)Largest decline over 10 years | -71.72% | -66.81% | -4.91% |
Current DrawdownCurrent decline from peak | -29.09% | -2.08% | -27.01% |
Average DrawdownAverage peak-to-trough decline | -39.26% | -18.05% | -21.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.57% | 7.14% | +1.43% |
Volatility
ASC vs. XLE - Volatility Comparison
Ardmore Shipping Corporation (ASC) has a higher volatility of 14.34% compared to State Street Energy Select Sector SPDR ETF (XLE) at 5.05%. This indicates that ASC's price experiences larger fluctuations and is considered to be riskier than XLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ASC | XLE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.34% | 5.05% | +9.29% |
Volatility (6M)Calculated over the trailing 6-month period | 26.86% | 13.94% | +12.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.65% | 24.93% | +13.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.70% | 26.06% | +20.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 51.46% | 29.48% | +21.98% |