PortfoliosLab logoPortfoliosLab logo
XLE vs. USD=X
Performance
Return for Risk
Drawdowns
Volatility

Performance

XLE vs. USD=X - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street Energy Select Sector SPDR ETF (XLE) and USD Cash (USD=X). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


XLE

1D
1.14%
1M
4.72%
YTD
31.32%
6M
30.37%
1Y
44.35%
3Y*
16.51%
5Y*
20.33%
10Y*
10.02%

USD=X

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
0.00%
3Y*
0.00%
5Y*
0.00%
10Y*
0.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XLE vs. USD=X - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
XLE
State Street Energy Select Sector SPDR ETF
31.32%7.88%5.56%-0.63%64.32%53.28%-32.67%11.74%-18.22%-0.89%
USD=X
USD Cash
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

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

XLE vs. USD=X — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XLE
XLE Risk / Return Rank: 7070
Overall Rank
XLE Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
XLE Sortino Ratio Rank: 6868
Sortino Ratio Rank
XLE Omega Ratio Rank: 6565
Omega Ratio Rank
XLE Calmar Ratio Rank: 7979
Calmar Ratio Rank
XLE Martin Ratio Rank: 6464
Martin Ratio Rank

USD=X
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XLE vs. USD=X - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street Energy Select Sector SPDR ETF (XLE) and USD Cash (USD=X). 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.


XLEUSD=XDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.35

Calmar ratioReturn relative to maximum drawdown

3.70

Martin ratioReturn relative to average drawdown

10.59

XLE vs. USD=X - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


XLEUSD=XDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.79

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

Drawdowns

XLE vs. USD=X - Drawdown Comparison

The maximum XLE drawdown since its inception was -71.26%, which is greater than USD=X's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for XLE and USD=X.


Loading charts...

Drawdown Indicators


XLEUSD=XDifference

Max Drawdown

Largest peak-to-trough decline

-71.26%

0.00%

-71.26%

Max Drawdown (1Y)

Largest decline over 1 year

-12.05%

0.00%

-12.05%

Max Drawdown (3Y)

Largest decline over 3 years

-20.14%

0.00%

-20.14%

Max Drawdown (5Y)

Largest decline over 5 years

-26.04%

0.00%

-26.04%

Max Drawdown (10Y)

Largest decline over 10 years

-66.81%

0.00%

-66.81%

Current Drawdown

Current decline from peak

-6.76%

0.00%

-6.76%

Average Drawdown

Average peak-to-trough decline

-17.98%

0.00%

-17.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.20%

0.00%

+4.20%

Volatility

XLE vs. USD=X - Volatility Comparison

State Street Energy Select Sector SPDR ETF (XLE) has a higher volatility of 7.07% compared to USD Cash (USD=X) at 0.00%. This indicates that XLE's price experiences larger fluctuations and is considered to be riskier than USD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


XLEUSD=XDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.07%

0.00%

+7.07%

Volatility (6M)

Calculated over the trailing 6-month period

16.58%

0.00%

+16.58%

Volatility (1Y)

Calculated over the trailing 1-year period

20.48%

0.00%

+20.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.03%

0.00%

+26.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.58%

0.00%

+29.58%

Frequently Asked Questions


XLE has higher volatility (7.07%) compared to USD=X (0.00%). In terms of maximum drawdown, XLE dropped -71.26% vs USD=X's 0.00%.

Portfolio Optimizer

Find the right allocation for XLE and USD=X

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer