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Sector:
General
XLE
Energy Select Sector SPDR® Fund
Quantitative Factor Evaluation • Updated 2026-08-03
Overall Rating
3.2
/ 5.0
B
Expenses
B-
Factor Score
3.0
/ 5.0
Liquidity
A-
Factor Score
4.0
/ 5.0
Risk
C+
Factor Score
2.7
/ 5.0
Momentum
B
Factor Score
3.4
/ 5.0
Yield
C+
Factor Score
2.5
/ 5.0
Underlying Financial Metrics
Expense Ratio
0.0%
Avg Volume
34.7M
Beta
-0.0
Max Drawdown
0.0%
Price Return 3M
0.5%
Price Return 12M
40.1%
30-Day SEC Yield
0.0%
Distribution Yield
0.0%
Historical Factor Score Progression
| Date | Value | Growth | Profitability | Momentum | Revisions | Overall |
|---|---|---|---|---|---|---|
| 2026-08-03 | B- (3.0) | A- (4.0) | C+ (2.7) | B (3.4) | C+ (2.5) | B (3.2) |
| 2026-08-01 | C+ (2.5) | C+ (2.5) | B- (3.1) | C+ (2.5) | C+ (2.5) | C+ (2.6) |