Xcel Energy (XEL): analysis and statistics
Return, volatility, Sharpe ratio and risk for Xcel Energy, an S&P 500 component in the Utilities sector. Data as of 2026-07-30.
| Last close price | $78.23 |
| Sector (GICS) | Utilities |
| Annualized return (3.0 yr) | +11.43% |
| Total return over period | +38.11% |
| Annualized volatility | 20.71% |
| Sharpe ratio | 0.37 |
| Sortino ratio | 0.53 |
| Max drawdown | -23.99% |
| CVaR 95% (avg. loss, worst 5% of days) | -3.00% |
| Correlation with the S&P 500 | 0.12 |
| Period range | $44.51 – $82.67 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Xcel Energy (XEL) has posted an annualized return of +11.43% with annual volatility of 20.71%, a Sharpe ratio of 0.37. Its worst stretch (max drawdown from a peak) was -23.99%. Its correlation with the S&P 500 is 0.12, 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 S&P 500 stocks, try the optimizer.
Optimize a portfolio with XEL →
Other Utilities stocks
What is the Sharpe ratio? · How to optimize an S&P 500 portfolio