Summary
XES
Prices · period metrics · 12M
NAV as of 31/08/2026
02/04/2025 → 02/04/2026
Return 76.73% 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: 31/08/2026

Current price: $122.15

Expense ratio: 0.35%

Assets under management
$357.9M
0.31% daily change

Period performance

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

Adjusted return
--
--

Performance metrics

Period total return

10.64%

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

1.44%

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

8.48%

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

76.73%

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

53.36%

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

32.56%

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: 02/09/2025 - 31/08/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.247%

Best day

5.912%

23/10/2025
Worst day

-5.838%

10/10/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
31/08/2026 $121.77 $123.17 $120.48 $122.15 55,100
28/08/2026 $119.85 $120.60 $118.77 $119.69 39,200
27/08/2026 $116.25 $120.94 $116.02 $120.06 69,500
26/08/2026 $116.06 $117.07 $114.69 $116.57 58,900
25/08/2026 $116.94 $118.63 $116.94 $116.97 36,700
24/08/2026 $119.84 $119.84 $116.58 $117.84 43,800
21/08/2026 $121.79 $122.50 $119.88 $120.91 25,400
20/08/2026 $123.01 $123.71 $120.71 $121.46 39,900
19/08/2026 $125.07 $125.20 $121.69 $122.37 37,400
18/08/2026 $126.18 $126.18 $123.52 $123.56 57,800