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XLE:NYSE Arca

Energy Select Sector SPDR Fund – XLE ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
81.520.46 (+0.57%)61.47 - 83.957.7 million (Below Avg)

Market data as of 4:00PM 06/18/13. Quotes are delayed by at least 15 min.

Overview - XLE

The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in The Energy Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: oil, gas & consumable fuels; and energy equipment & services. The fund is non-diversified.

Today | 1 Week | 1 Month | 3 Month | 1 Year

Open80.95
Previous Close81.06
Day's Range80.92 - 81.77
Avg Volume (10 Day)11.6M
Total Assets$7.73B
Expense Ratio0.18%
Yield (Trailing 12 Mo.)1.71%
Fund Inception12/16/1998

Trailing Total Returns - XLE

as of 05/31/2013
TimeframeXLES&P 500Equity Energy
1 Month2.74%2.34%0.96%
3 Month3.73%8.22%3.28%
Year-to-Date13.26%15.37%11.77%
1 Year28.92%27.28%24.27%
3 Year16.96%16.87%12.94%
5 Year0.37%5.43%-3.53%
10 Year14.39%7.58%12.84%
Since Inception10.60%10.42%--

Stock Sector Allocation - XLE

as of 05/31/2013
Basic Materials
 
1.27%
Consumer Cyclical 0.00%
Financial Services 0.00%
Real Estate 0.00%
Consumer Defensive 0.00%
Healthcare 0.00%
Utilities 0.00%
Communication Services 0.00%
Energy
 
98.73%
Industrials 0.00%
Technology 0.00%

Top Ten Holdings - XLE

as of 05/31/2013
CompanyYTD Return% of Assets
XOM7.06%17.02%
CVX16.51%15.16%
SLB6.60%6.30%
OXY23.89%4.03%
COP9.35%3.44%
APC19.28%3.17%
HAL22.92%2.91%
EOG9.37%2.66%
PXD32.16%2.59%
PSX25.62%2.57%

Valuation & Growth - XLE

as of 05/31/2013
ValuationXLECategory Range
Price/Earnings13.07
Price/Book1.90
Price/Sales1.00
Price/Cash Flow7.12
Dividend Yield2.13
LT Earnings6.91
Historical Earnings24.39
Sales Growth3.86
Cash-Flow Growth5.94
Book-Value Growth9.27
Key:  Lo 
 Hi

Morningstar Summary - XLE, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskBelow Avg
ReturnAbove Avg
Key:  Lo 
 Hi

Risk Analysis - XLE, 3 Year

Beta1.24
Standard Deviation22.17
Alpha1.05
Sharpe Ratio0.82
Mean19.70
R-Squared75.89

Tax Analysis - XLE, 3 Year Avg

Pretax Return16.96%
Tax-adjusted Return16.35%
Tax Cost Ratio0.52%
Potential Cap Gains-19.08%

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