Seasonal Evaluation for State Street Energy Select Sector SPDR ETF (XLE)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 65.00% | 45.00% | 55.00% | 65.00% |
| Median Return | 3.25% | -0.96% | 1.12% | 6.26% |
| Average Return | 7.58% | 13.24% | 5.60% | 8.60% |
| Maximum Gain | 38.99% | 31.91% | 13.36% | 28.27% |
| Gain Year | 2022 | 2020 | 2010 | 2020 |
| Maximum Loss | -50.44% | -13.24% | -28.00% | -24.39% |
| Loss Year | 2020 | 2010 | 2008 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 65.00% | 50.00% | 55.00% | 60.00% |
| Median Return | 4.83% | -0.19% | 2.21% | 4.79% |
| Average Return | 8.08% | 8.25% | 9.52% | 7.07% |
| Maximum Gain | 38.99% | 31.91% | 38.99% | 28.27% |
| Gain Year | 2022 | 2020 | 2022 | 2020 |
| Maximum Loss | -50.44% | -28.00% | -50.44% | -28.00% |
| Loss Year | 2020 | 2008 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||