Summary
XES
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 78.38% Volatility 40.51% Sharpe 1.41
Official loaded data — not a live quote.

STATE STREET(R) SPDR(R) S&P(R) OIL & GAS EQUIPMENT & SERVICES ETF

Symbol: XES

Exchange: NYSE

Sector: Energy

Category: Equity Energy

Inception date: 19/06/2006

Latest date: 16/07/2026

Current price: $111.51

Expense ratio: 0.35%

Assets under management
$467.3M
-0.94% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-4.61%

Ann. 22.07% (Sharpe / Sortino numerator)

Volatility

27.34%

Sharpe ratio

0.675

VaR 95%

-2.21%

CVaR 95%: -2.78%
Max drawdown: -4.54%
Sortino ratio: 1.136
Calmar ratio: 4.86

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

-5.48%

Ann. 245.41% (Sharpe / Sortino numerator)

Volatility

29.86%

Sharpe ratio

8.096

VaR 95%

-2.21%

CVaR 95%: -2.69%
Max drawdown: -5.37%
Sortino ratio: 16.595
Calmar ratio: 45.70

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

22.01%

Ann. 157.04% (Sharpe / Sortino numerator)

Volatility

31.40%

Sharpe ratio

4.886

VaR 95%

-3.09%

CVaR 95%: -4.06%
Max drawdown: -9.56%
Sortino ratio: 7.252
Calmar ratio: 16.42

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

78.38%

Ann. 60.84% (Sharpe / Sortino numerator)

Volatility

40.51%

Sharpe ratio

1.412

VaR 95%

-3.37%

CVaR 95%: -6.13%
Max drawdown: -16.76%
Sortino ratio: 1.676
Calmar ratio: 3.63

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

17.90%

Ann. 11.56% (Sharpe / Sortino numerator)

Volatility

35.88%

Sharpe ratio

0.221

VaR 95%

-3.56%

CVaR 95%: -5.38%
Max drawdown: -45.70%
Sortino ratio: 0.279
Calmar ratio: 0.25

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

32.41%

Ann. 16.84% (Sharpe / Sortino numerator)

Volatility

33.95%

Sharpe ratio

0.389

VaR 95%

-3.35%

CVaR 95%: -5.00%
Max drawdown: -45.95%
Sortino ratio: 0.514
Calmar ratio: 0.37

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.249%

Best day

5.912%

23/10/2025
Worst day

-5.838%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $112.57 $113.08 $111.25 $111.51 46,200
15/07/2026 $114.84 $115.27 $110.76 $113.13 49,500
14/07/2026 $115.03 $115.61 $113.04 $114.35 77,200
13/07/2026 $112.80 $114.26 $112.55 $113.15 219,100
10/07/2026 $110.56 $112.10 $110.40 $112.04 65,300
09/07/2026 $111.71 $111.71 $109.78 $110.23 64,100
08/07/2026 $109.13 $111.59 $109.13 $111.50 90,100
07/07/2026 $106.14 $108.46 $106.09 $107.79 174,600
06/07/2026 $106.85 $109.01 $105.63 $105.67 159,300
02/07/2026 $108.80 $109.35 $105.98 $106.66 134,100