Energy Select Sector SPDR Fund(XLE)總覽

最後更新 2024-04-25 21:03:16 (UTC+8)

報酬與風險分析

分析 Energy Select Sector SPDR Fund(XLE) 的平均報酬與風險。

統計區間	年化報酬率	夏普比率	最大跌幅
近3年	31.4%	0.94	-26.05%
近5年	13.4%	0.4	-61.65%
近10年	4.3%	0.13	-71.26%
近20年	8.9%	0.28	-71.26%

基本資料

Energy Select Sector SPDR Fund (XLE) 的基本資料。

發行資料


ETF全名	Energy Select Sector SPDR Fund
上市日期	1998-12-16

ETF說明


為了追蹤指數的表現，該基金採用複製策略。它通常將其總資產的絕大部分（但至少95%）投資於構成該指數的證券上。該指數包括被GICS（全球行業分類標準）識別為能源公司的企業，包括石油、天然氣和可消耗燃料行業的證券，以及能源設備和服務行業的證券。該基金屬於非多元化基金。
In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies that have been identified as Energy companies by the GICS-, including securities of companies from the following industries: oil, gas and consumable fuels; and energy equipment and services. It is non-diversified.

為了追蹤指數的表現，該基金採用複製策略。它通常將其總資產的絕大部分（但至少95%）投資於構成該指數的證券上。該指數包括被GICS（全球行業分類標準）識別為能源公司的企業，包括石油、天然氣和可消耗燃料行業的證券，以及能源設備和服務行業的證券。該基金屬於非多元化基金。

In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies that have been identified as Energy companies by the GICS-, including securities of companies from the following industries: oil, gas and consumable fuels; and energy equipment and services. It is non-diversified.

警語

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