Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XYLD (Global X S&P 500 Covered Call ETF) | -1.31% | 8.62% | 8.30% | 9.29% | NA | NA | NA | 7.13% |
Data as of 07/14/2025, AR inception is 02/25/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XYLD (Global X S&P 500 Covered Call ETF) | 02/25/2020 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.62 | 8.30 | 9.29 | NA | NA | NA | 7.13 | -1.31 | 19.49 | 11.11 | -12.09 | 19.60 | 2.43 |
| Sharpe Ratio | NA | 0.36 | 0.43 | 0.62 | NA | NA | NA | 0.28 | -0.30 | 2.23 | 1.00 | -0.86 | 2.30 | 0.09 |
| Standard Deviation(%) | NA | 15.30 | 11.55 | 11.81 | NA | NA | NA | 16.55 | 19.19 | 7.12 | 7.52 | 15.86 | 8.50 | 31.52 |
| Draw Down(%) | NA | 15.53 | 15.53 | 18.69 | NA | NA | NA | 28.61 | 15.53 | 5.19 | 6.59 | 18.69 | 3.12 | 28.61 |
| Yield(%) | 0.00 | 12.76 | 10.56 | 10.85 | 4.98 | 3.32 | 2.49 | 9.95 | 5.31 | 12.26 | 10.52 | 10.42 | 9.93 | 6.49 |
Data as of 07/14/2025, AR inception is 02/25/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XYLD (Global X S&P 500 Covered Call ETF) |
3.76%
Mar 2022 - Mar 2025 |
9.26%
May 2020 - May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XYLD (Global X S&P 500 Covered Call ETF) |
13.13%
Mar 2020 - Mar 2023 |
11.89%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart