Energy Select Sector Etf Five Year Return
| XLE Etf | USD 94.97 1.13 1.20% |
Energy Select Sector fundamentals help investors to digest information that contributes to Energy Select's financial success or failures. It also enables traders to predict the movement of Energy Etf. The fundamental analysis module provides a way to measure Energy Select's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Energy Select etf.
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Energy Select Sector ETF Five Year Return Analysis
Energy Select's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Energy Select Five Year Return | 12.40 % |
Most of Energy Select's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Energy Select Sector is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, Energy Select Sector has a Five Year Return of 12.4%. This is 29.71% higher than that of the SPDR State Street Global Advisors family and significantly higher than that of the Equity Energy category. The five year return for all United States etfs is notably lower than that of the firm.
Energy Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Energy Select's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of Energy Select could also be used in its relative valuation, which is a method of valuing Energy Select by comparing valuation metrics of similar companies.Energy Select is currently under evaluation in five year return as compared to similar ETFs.
Fund Asset Allocation for Energy Select
The fund invests 99.87% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.Asset allocation divides Energy Select's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Energy Fundamentals
| Price To Earning | 4.94 X | |||
| Price To Book | 1.85 X | |||
| Price To Sales | 1.54 X | |||
| Gross Profit | 510.52 M | |||
| Earnings Per Share | 11.33 X | |||
| Beta | 0.68 | |||
| Market Capitalization | 17.19 B | |||
| Total Asset | 42.79 B | |||
| One Year Return | 12.90 % | |||
| Three Year Return | 29.90 % | |||
| Five Year Return | 12.40 % | |||
| Ten Year Return | 4.10 % | |||
| Net Asset | 42.79 B | |||
| Last Dividend Paid | 0.28 | |||
| Equity Positions Weight | 99.87 % |
About Energy Select Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Energy Select Sector's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Energy Select using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Energy Select Sector based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Energy Select Implied Volatility | 26.65 |
Energy Select's implied volatility exposes the market's sentiment of Energy Select Sector stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Energy Select's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Energy Select stock will not fluctuate a lot when Energy Select's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Energy Select in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Energy Select's short interest history, or implied volatility extrapolated from Energy Select options trading.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.When determining whether Energy Select Sector is a strong investment it is important to analyze Energy Select's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Energy Select's future performance. For an informed investment choice regarding Energy Etf, refer to the following important reports:Check out Energy Select Piotroski F Score and Energy Select Altman Z Score analysis. You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.
The market value of Energy Select Sector is measured differently than its book value, which is the value of Energy that is recorded on the company's balance sheet. Investors also form their own opinion of Energy Select's value that differs from its market value or its book value, called intrinsic value, which is Energy Select's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Energy Select's market value can be influenced by many factors that don't directly affect Energy Select's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Energy Select's value and its price as these two are different measures arrived at by different means. Investors typically determine if Energy Select is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Energy Select's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.