XLE Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in XLE ten years ago, at the end of Oct 2016, was worth $30,630 at the end of Oct 2026 with every distribution reinvested: 11.8% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $31,526 reinvested (6.3% a year), or $22,765 taking the distributions as cash, $5,114 of it paid out along the way.
XLE became
$31,526
S&P 500: $72,756
Return a year
6.3%
S&P 500: 11.1%
Payouts reinvested
$7,001
bought more shares
Worst drop
-64.0%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | XLE total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +59.7% | $514 | +11.7% |
| 2025 | +7.9% | $641 | +17.7% |
| 2024 | +5.6% | $624 | +24.9% |
| 2023 | −0.6% | $627 | +26.2% |
| 2022 | +64.4% | $631 | −18.2% |
| 2021 | +53.3% | $455 | +28.7% |
| 2020 | −32.7% | $385 | +18.3% |
| 2019 | +11.7% | $672 | +31.2% |
| 2018 | −18.2% | $327 | −4.6% |
| 2017 | −0.9% | $344 | +21.7% |
| 2016 | +28.0% | $266 | +12.0% |
| 2015 | −21.5% | $303 | +1.2% |
| 2014 | −8.7% | $268 | +13.5% |
| 2013 | +26.3% | $219 | +32.3% |
| 2012 | +5.2% | $185 | +16.0% |
| 2011 | +2.8% | $149 | +1.9% |
| 2010 | +21.9% | $142 | +15.1% |
| 2009 | +21.8% | $136 | +26.4% |
| 2008 | −38.9% | $116 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: XLE total return
Data as of · Source: SmarterDividends data
- $10,000 invested in XLE at the end of Dec 2007, with distributions reinvested, was worth $31,526 at the end of Oct 2026: 6.3% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, XLE turned $10,000 into $30,630 with distributions reinvested, 11.8% a year.
- Over the 5 years to Oct 2026, XLE returned 23.8% a year with distributions reinvested (S&P 500: 12.0%).
- Taking XLE's distributions as cash instead of reinvesting them, the same $10,000 ended at $22,765, including $5,114 of cash received; reinvesting added $8,761.
- XLE's best calendar year in that time was 2022 (64.4%) and its worst 2008 (-38.9%), with distributions reinvested.
Cite this page
SmarterDividends, "XLE Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/XLE/total-return
XLE total return questions
If I invested $10,000 in XLE 10 years ago, how much would I have?
About $30,630 at the end of Oct 2026, with every distribution reinvested: 11.8% a year. Taking them as cash, you'd have shares worth $20,408 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is XLE's total return since Dec 2007?
215% in total, or 6.3% a year, through Oct 2026 with distributions reinvested. The share price alone rose 77%.
How much of XLE's return came from distributions?
About 51% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $8,761 better off on a $10,000 start.
What was XLE's worst year?
2008, at -38.9% with distributions reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -64.0%.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.