AGG vs XLE20-Year Performance Comparison

US Total Bond vs Energy — backtested 20052024

XLE wins$46,866 vs $17,648 on $10,000 over 20 years
AGGUS Total Bond
Final value$17,648
CAGR+2.9%
Max drawdown-14.6%
Best year+8% (2019)
Years won7 of 20
XLEEnergy
Final value$46,866
CAGR+8.0%
Max drawdown-42.8%
Best year+64% (2022)
Years won13 of 20

Growth of $10,000

20052024
AGGXLE
$29k$48k20052008201120142017202020232024
AGG$17,648
XLE$46,866
50/50 mix$34,880

50/50 blend: $34,880 (+6.4%/yr CAGR)

Splitting equally between AGG and XLE would have landed between the two — slightly lower CAGR than XLE but less volatility. Try a custom split →

Year-by-year: AGG vs XLE

YearAGGXLEWinner
2024+1.3%+5.4%XLE
2023+5.7%+2.2%AGG
2022-13.0%+64.2%XLE
2021-1.8%+53.4%XLE
2020+7.5%-31.8%AGG
2019+8.5%+11.8%XLE
2018+0.1%-18.2%AGG
2017+3.5%-1.0%AGG
2016+2.4%+27.4%XLE
2015+0.5%-21.1%AGG
2014+6.0%-7.8%AGG
2013-2.0%+25.1%XLE
2012+3.8%+4.6%XLE
2011+7.7%+14.9%XLE
2010+6.4%+20.6%XLE
2009+3.0%+13.3%XLE
2008+7.9%-37.6%AGG
2007+6.6%+35.0%XLE
2006+3.9%+24.4%XLE
2005+2.1%+40.2%XLE

More comparisons

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Past performance does not guarantee future results.