(XDTE) Roundhill Trust - Performance 7.9% in 12m
Compare XDTE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
28.83%
#53 in Group
Rel. Strength
56.30%
#3488 in Universe
Total Return 12m
7.90%
#41 in Group
Total Return 5y
5.19%
#65 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: XDTE (7.9%) vs SPY (11.9%)
5y Drawdown (Underwater) Chart
Top Performers in Derivative Income
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| SIXH NYSE ARCA ETC 6 Meridian Hedged |
-0.25% | 12.5% | 69.1% | - | - | - | - | - |
| DIVO NYSE ARCA Amplify CWP Enhanced |
-1.94% | 11% | 87.9% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
-2.01% | 7.1% | 69.3% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
-0.63% | 8.13% | 68.3% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
-1.32% | 7.31% | 72.4% | - | - | - | - | - |
| PBP NYSE ARCA Invesco SP500 BuyWrite |
-1.62% | 9.58% | 61.6% | - | - | - | - | - |
| XYLD NYSE ARCA Global X SP500 Covered |
-1.91% | 8.49% | 61.3% | - | - | - | - | - |
| XYLG NYSE ARCA Global X SP500 Covered |
-1.15% | 10.3% | 59.3% | - | - | - | - | - |
Performance Comparison: XDTE vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for XDTE
| Total Return (including Dividends) | XDTE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -5.86% | -0.87% | -0.87% |
| 3 Months | -12.11% | -7.58% | -7.58% |
| 12 Months | 7.90% | 11.88% | 11.88% |
| 5 Years | 5.19% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | XDTE | SPY | S&P 500 |
| 1 Month | -0.30% | 23% | 23% |
| 3 Months | -89.6% | -88.5% | -88.5% |
| 12 Months | 49.2% | 55.1% | 55.1% |
| 5 Years | 64.6% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #92 | -5.04% | -5.04% |
| 3 Month | #79 | -4.90% | -4.90% |
| 12 Month | #53 | -3.55% | -3.55% |
| 5 Years | #36 | -3.87% | -3.87% |
FAQs
Does XDTE Roundhill Trust outperforms the market?
No,
over the last 12 months XDTE made 7.90%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months XDTE made -12.11%, while SPY made -7.58%.
Over the last 3 months XDTE made -12.11%, while SPY made -7.58%.
Performance Comparison XDTE vs Indeces and Sectors
XDTE vs. Indices XDTE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.74% | -4.99% | -5.41% | -3.98% |
| US NASDAQ 100 | QQQ | -1.77% | -7.26% | -5.84% | -4.77% |
| US Dow Jones Industrial 30 | DIA | 0.20% | -2.68% | -5.32% | -1.30% |
| German DAX 40 | DAX | 0.49% | -7.18% | -24.9% | -16.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.22% | -3.04% | -2.42% | 1.94% |
| Hongkong Hang Seng | HSI | 0.25% | -5.92% | -7.33% | -5.99% |
| India NIFTY 50 | INDA | 2.10% | -9.92% | -5.70% | 4.83% |
| Brasil Bovespa | EWZ | 0.06% | -10.5% | -9.11% | 13.7% |
XDTE vs. Sectors XDTE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.99% | -4.81% | -11.5% | -16.1% |
| Consumer Discretionary | XLY | -0.82% | -5.76% | -7.92% | -5.42% |
| Consumer Staples | XLP | 2.76% | -6.06% | -10.7% | -3.30% |
| Energy | XLE | 3.74% | 8.00% | 0.38% | 19.0% |
| Financial | XLF | 0.65% | -3.75% | -13.0% | -14.8% |
| Health Care | XLV | -0.66% | -2.07% | -3.72% | 6.18% |
| Industrial | XLI | -1.16% | -5.97% | -6.12% | -1.69% |
| Materials | XLB | -0.13% | -3.43% | 2.0% | 11.4% |
| Real Estate | XLRE | 0.78% | -4.55% | -4.52% | -10.2% |
| Technology | XLK | -3.19% | -7.55% | -2.07% | 0.17% |
| Utilities | XLU | 2.10% | -5.92% | -7.53% | -13.9% |
| Aerospace & Defense | XAR | -1.69% | -12.3% | -18.9% | -18.7% |
| Biotech | XBI | -2.04% | -8.14% | 7.23% | 9.73% |
| Homebuilder | XHB | -0.05% | -3.59% | 9.40% | 14.9% |
| Retail | XRT | 0.83% | -5.30% | 0.16% | 10.6% |