PTEN vs. XLE
Compare and contrast key facts about Patterson-UTI Energy, Inc. (PTEN) 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
PTEN vs. XLE - Performance Comparison
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PTEN vs. XLE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PTEN Patterson-UTI Energy, Inc. | 79.36% | -22.08% | -20.99% | -34.18% | 101.74% | 62.31% | -48.80% | 3.07% | -54.64% | -14.20% |
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, PTEN achieves a 79.36% return, which is significantly higher than XLE's 37.91% return. Over the past 10 years, PTEN has underperformed XLE with an annualized return of -2.25%, while XLE has yielded a comparatively higher 11.65% annualized return.
PTEN
- 1D
- -1.99%
- 1M
- 28.78%
- YTD
- 79.36%
- 6M
- 114.51%
- 1Y
- 39.08%
- 3Y*
- 1.31%
- 5Y*
- 11.18%
- 10Y*
- -2.25%
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
PTEN vs. XLE — Risk / Return Rank
PTEN
XLE
PTEN vs. XLE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Patterson-UTI Energy, Inc. (PTEN) 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.
| PTEN | XLE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 1.42 | -0.75 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.84 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.28 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.96 | -0.91 |
Martin ratioReturn relative to average drawdown | 1.50 | 5.16 | -3.66 |
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
| PTEN | XLE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 1.42 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.93 | -0.72 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.04 | 0.40 | -0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.32 | -0.16 |
Correlation
The correlation between PTEN and XLE is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PTEN vs. XLE - Dividend Comparison
PTEN's dividend yield for the trailing twelve months is around 3.14%, more than XLE's 2.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTEN Patterson-UTI Energy, Inc. | 3.14% | 5.24% | 3.87% | 2.96% | 1.19% | 0.95% | 1.90% | 1.52% | 1.35% | 0.35% | 0.59% | 2.65% |
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
PTEN vs. XLE - Drawdown Comparison
The maximum PTEN drawdown since its inception was -95.13%, which is greater than XLE's maximum drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for PTEN and XLE.
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Drawdown Indicators
| PTEN | XLE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.13% | -71.26% | -23.87% |
Max Drawdown (1Y)Largest decline over 1 year | -37.74% | -18.79% | -18.95% |
Max Drawdown (5Y)Largest decline over 5 years | -70.93% | -26.04% | -44.89% |
Max Drawdown (10Y)Largest decline over 10 years | -94.02% | -66.81% | -27.21% |
Current DrawdownCurrent decline from peak | -63.65% | -2.08% | -61.57% |
Average DrawdownAverage peak-to-trough decline | -42.15% | -18.05% | -24.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.42% | 7.14% | +19.28% |
Volatility
PTEN vs. XLE - Volatility Comparison
Patterson-UTI Energy, Inc. (PTEN) has a higher volatility of 9.86% compared to State Street Energy Select Sector SPDR ETF (XLE) at 5.05%. This indicates that PTEN'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
| PTEN | XLE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.86% | 5.05% | +4.81% |
Volatility (6M)Calculated over the trailing 6-month period | 32.55% | 13.94% | +18.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 58.38% | 24.93% | +33.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 55.16% | 26.06% | +29.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 61.97% | 29.48% | +32.49% |