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CEIX vs. XLU
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

CEIX vs. XLU

Last updated May 10, 2025

Compare and contrast key facts about CONSOL Energy Inc. (CEIX) and Utilities Select Sector SPDR Fund (XLU).

XLU is a passively managed fund by State Street that tracks the performance of the Utilities Select Sector Index. It was launched on Dec 16, 1998.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CEIX or XLU.

Correlation

The correlation between CEIX and XLU is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

CEIX vs. XLU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CONSOL Energy Inc. (CEIX) and Utilities Select Sector SPDR Fund (XLU). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

CEIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

XLU

YTD

6.76%

1M

5.62%

6M

2.90%

1Y

15.91%

5Y*

10.84%

10Y*

9.82%

*Annualized

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Risk-Adjusted Performance

CEIX vs. XLU — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
CEIX
The Risk-Adjusted Performance Rank of CEIX is 2828
Overall Rank
The Sharpe Ratio Rank of CEIX is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of CEIX is 2727
Sortino Ratio Rank
The Omega Ratio Rank of CEIX is 1818
Omega Ratio Rank
The Calmar Ratio Rank of CEIX is 5252
Calmar Ratio Rank
The Martin Ratio Rank of CEIX is 1010
Martin Ratio Rank
XLU
The Risk-Adjusted Performance Rank of XLU is 8484
Overall Rank
The Sharpe Ratio Rank of XLU is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of XLU is 8484
Sortino Ratio Rank
The Omega Ratio Rank of XLU is 8282
Omega Ratio Rank
The Calmar Ratio Rank of XLU is 9292
Calmar Ratio Rank
The Martin Ratio Rank of XLU is 8484
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CEIX vs. XLU - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for CONSOL Energy Inc. (CEIX) and Utilities Select Sector SPDR Fund (XLU). 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.

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Dividends

CEIX vs. XLU - Dividend Comparison

CEIX has not paid dividends to shareholders, while XLU's dividend yield for the trailing twelve months is around 2.84%.

TTM20242023202220212020201920182017201620152014
CEIX
CONSOL Energy Inc.		0.59%0.47%2.19%3.15%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XLU
Utilities Select Sector SPDR Fund		2.84%2.96%3.39%2.92%2.79%3.14%2.95%3.33%3.33%3.41%3.67%3.19%

Drawdowns

CEIX vs. XLU - Drawdown Comparison

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Volatility

CEIX vs. XLU - Volatility Comparison

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