Xcel Energy (XEL): analysis and statistics
Return, volatility, Sharpe ratio and risk for Xcel Energy, a component of both the S&P 500 and the Nasdaq 100 in the Utilities sector. Data as of 2026-09-13.
| Last close price | $75.50 |
| Sector (GICS) | Utilities |
| Annualized return (3.0 yr) | +12.97% |
| Total return over period | +43.84% |
| Annualized volatility | 20.74% |
| Period volatility | 35.80% |
| Sharpe ratio | 0.44 |
| Sortino ratio | 0.61 |
| Max drawdown | -23.99% |
| CVaR 95% (avg. loss, worst 5% of days) | -3.01% |
| Correlation with the S&P 500 | 0.11 |
| Period range | $44.51 – $82.67 |
| Trading days analyzed | 751 |
Over the last 3.0 years, Xcel Energy (XEL) has posted an annualized return of +12.97% with annual volatility of 20.74%, a Sharpe ratio of 0.44. Its worst stretch (max drawdown from a peak) was -23.99%. Its correlation with the S&P 500 is 0.11, which means it moves fairly independently of the index, useful for diversification.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how XEL would fit inside an optimized portfolio alongside other stocks, try the optimizer.
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Is it part of the S&P 500?
Yes, Xcel Energy (XEL) is of both the S&P 500 and the Nasdaq 100.
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