TLT vs XLE21-Year Performance Comparison

Long-Term Treasuries vs Energy — backtested 20042024

XLE wins$61,582 vs $20,150 on $10,000 over 21 years
TLTLong-Term Treasuries
Final value$20,150
CAGR+3.4%
Max drawdown-38.0%
Best year+34% (2011)
Years won9 of 21
XLEEnergy
Final value$61,582
CAGR+9.0%
Max drawdown-42.8%
Best year+64% (2022)
Years won12 of 21

Growth of $10,000

20042024
TLTXLE
$36k$64k20042009201420192024
TLT$20,150
XLE$61,582
50/50 mix$48,671

50/50 blend: $48,671 (+7.8%/yr CAGR)

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

Year-by-year: TLT vs XLE

YearTLTXLEWinner
2024-8.1%+5.4%XLE
2023+2.8%+2.2%TLT
2022-31.2%+64.2%XLE
2021-4.6%+53.4%XLE
2020+18.1%-31.8%TLT
2019+14.1%+11.8%TLT
2018-1.6%-18.2%TLT
2017+9.2%-1.0%TLT
2016+1.2%+27.4%XLE
2015-1.8%-21.1%TLT
2014+27.3%-7.8%TLT
2013-13.4%+25.1%XLE
2012+2.6%+4.6%XLE
2011+34.0%+14.9%TLT
2010+9.1%+20.6%XLE
2009-21.8%+13.3%XLE
2008+33.9%-37.6%TLT
2007+10.3%+35.0%XLE
2006+0.7%+24.4%XLE
2005+8.8%+40.2%XLE
2004+7.9%+31.4%XLE

More comparisons

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Mix TLT + XLE with custom allocations

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Past performance does not guarantee future results.