Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ZTAX (X-Square Municipal Income ETF) | -6.45% | -2.76% | NA | NA | NA | NA | NA | NA |
Data as of 07/18/2025, AR inception is 05/18/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZTAX (X-Square Municipal Income ETF) | 05/18/2023 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.23 | -2.76 | NA | NA | NA | NA | NA | NA | -6.45 | 7.98 | 0.00 |
| Sharpe Ratio | NA | -0.25 | NA | NA | NA | NA | NA | NA | -0.80 | 0.14 | NA |
| Standard Deviation(%) | NA | 23.69 | NA | NA | NA | NA | NA | 26.65 | 18.31 | 30.42 | 26.32 |
| Draw Down(%) | NA | 14.55 | NA | NA | NA | NA | NA | 15.35 | 11.91 | 11.37 | 11.90 |
| Yield(%) | 0.00 | 2.54 | NA | NA | NA | NA | NA | NA | 2.20 | 4.75 | NA |
Data as of 07/18/2025, AR inception is 05/18/2023
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