XLE (Energy Select Sector SPDR) — over the past 10 years it returned about 11.2% annualized on a total-return basis, yields roughly 2.20%, and had a worst drawdown near -66.8%. Here is the full picture — and you can backtest it yourself for free.
$10,000, 10 years on
A $10,000 investment 10 years ago, dividends reinvested, would be worth about $32,164 today.
Sortino
0.67
Volatility
29.3%
$10k → today
$32,164
Dividend history
| Year | Dividend / share | YoY growth |
|---|---|---|
| 2020 | $1.07 | — |
| 2021 | $1.17 | 9.7% |
| 2022 | $1.61 | 37.8% |
| 2023 | $1.49 | -7.6% |
| 2024 | $1.44 | -3.4% |
| 2025 | $1.46 | 1.8% |
Risk & return vs the S&P 500
| Metric | XLE | SPY |
|---|---|---|
| CAGR | 11.2% | 14.4% |
| Volatility | 29.3% | 17.6% |
| Sharpe | 0.51 | 0.85 |
| Sortino | 0.67 | 1.04 |
| Max drawdown | -66.8% | -33.7% |
| Dividend yield | 2.20% | 1.00% |