Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/12/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ZTAX (X-Square Municipal Income ETF) | -6.94% | -2.93% | NA | NA | NA | NA | NA | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZTAX (X-Square Municipal Income ETF) | 05/18/2023 | 05/12/2025 |
The return data shown below all have the same latest date: 05/12/2025.
AR inception is since 05/18/2023.
AR inception is since 05/18/2023.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.32 | -2.93 | NA | NA | NA | NA | NA | NA | -6.94 | 7.98 | 0.00 |
| Sharpe Ratio | NA | -0.31 | NA | NA | NA | NA | NA | NA | -1.20 | 0.05 | NA |
| Standard Deviation(%) | NA | 30.52 | NA | NA | NA | NA | NA | 27.51 | 19.91 | 30.42 | 26.32 |
| Draw Down(%) | NA | 15.55 | NA | NA | NA | NA | NA | 15.55 | 12.12 | 11.37 | 11.90 |
| Yield(%) | 0.00 | 4.30 | NA | NA | NA | NA | NA | NA | 1.98 | 4.75 | NA |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZTAX (X-Square Municipal Income ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZTAX (X-Square Municipal Income ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart