NVGS vs. XLE
Compare and contrast key facts about Navigator Holdings Ltd. (NVGS) 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
NVGS vs. XLE - Performance Comparison
Loading graphics...
NVGS vs. XLE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NVGS Navigator Holdings Ltd. | 12.04% | 14.44% | 6.79% | 22.52% | 34.84% | -19.00% | -18.71% | 43.30% | -4.57% | 5.91% |
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, NVGS achieves a 12.04% return, which is significantly lower than XLE's 37.91% return. Over the past 10 years, NVGS has underperformed XLE with an annualized return of 2.56%, while XLE has yielded a comparatively higher 11.65% annualized return.
NVGS
- 1D
- 1.10%
- 1M
- -7.68%
- YTD
- 12.04%
- 6M
- 25.76%
- 1Y
- 47.33%
- 3Y*
- 12.75%
- 5Y*
- 17.00%
- 10Y*
- 2.56%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
NVGS vs. XLE — Risk / Return Rank
NVGS
XLE
NVGS vs. XLE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Navigator Holdings Ltd. (NVGS) 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.
| NVGS | XLE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 1.42 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.91 | 1.84 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.28 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.59 | 1.96 | +0.63 |
Martin ratioReturn relative to average drawdown | 9.04 | 5.16 | +3.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| NVGS | XLE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 1.42 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.93 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.05 | 0.40 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.32 | -0.23 |
Correlation
The correlation between NVGS and XLE is 0.34, 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
NVGS vs. XLE - Dividend Comparison
NVGS's dividend yield for the trailing twelve months is around 1.24%, less than XLE's 2.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVGS Navigator Holdings Ltd. | 1.24% | 1.27% | 1.30% | 0.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
NVGS vs. XLE - Drawdown Comparison
The maximum NVGS drawdown since its inception was -87.68%, which is greater than XLE's maximum drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for NVGS and XLE.
Loading graphics...
Drawdown Indicators
| NVGS | XLE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.68% | -71.26% | -16.42% |
Max Drawdown (1Y)Largest decline over 1 year | -17.40% | -18.79% | +1.39% |
Max Drawdown (5Y)Largest decline over 5 years | -38.88% | -26.04% | -12.84% |
Max Drawdown (10Y)Largest decline over 10 years | -76.46% | -66.81% | -9.65% |
Current DrawdownCurrent decline from peak | -36.30% | -2.08% | -34.22% |
Average DrawdownAverage peak-to-trough decline | -44.18% | -18.05% | -26.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.15% | 7.14% | -1.99% |
Volatility
NVGS vs. XLE - Volatility Comparison
Navigator Holdings Ltd. (NVGS) has a higher volatility of 15.61% compared to State Street Energy Select Sector SPDR ETF (XLE) at 5.05%. This indicates that NVGS'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.
Loading graphics...
Volatility by Period
| NVGS | XLE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.61% | 5.05% | +10.56% |
Volatility (6M)Calculated over the trailing 6-month period | 21.87% | 13.94% | +7.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.86% | 24.93% | +7.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.56% | 26.06% | +10.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 47.77% | 29.48% | +18.29% |