98.74 Up +0.55 +0.56%
Find returns for:
CALENDAR-YEAR TOTAL RETURNS
2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 YTD
8/2014
Total
Return %
33.47 40.2 18.4 36.36 -38.79 21.57 21.7 2.98 5.17 26.16 12.9
% Rank in
Cat
1 34 50 53 21 81 47 20 21 56 40
+/-
Category
2.47 4.61 2.85 -0.1 9.39 -20.82 6.99 16.25 6.03 2.96 0.29
+/- Index* 18.24 29.36 -2.55 24.69 3.4 -13.06 9.03 10.32 -10.96 3.36 5.69
TRAILING TOTAL RETURNS
  • Fund
  • Category: Equity Energy
  TOTAL RETURN % +/- INDEX* +/- CAT % RANK IN CAT
1-Day 0.63 --- 0.92 67.00
1-Week 1.82 --- 2.63 95
1-Month -0.55 --- 0.02 62
3-Month 4.01 1.27 2.38 34
Year-to-date 12.77 5.69 12.61 40
1-Year 23.32 2.52 23.12 58
3-Year Annualized 15.45 1.1 13.21 27
5-Year Annualized 15.66 4.53 14.71 39
10-Year Annualized 13.84 6.08 12.54 1
GROWTH OF 10,000 USD
  • Fund
  • Category: Equity Energy
  • Index: MSCI ACWI NR USD
AVERAGE LOAD ADJUSTED RETURN
PERIOD XLE
1 Year 23.30%
3 Year 14.97%
5 Year 16.12%
10 Year 13.69%
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Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

Financial data in US dollars | Page generated 2:45 AM ET