XDTE Performance & Benchmarks - 12.4% in 12m
The Total Return for 3m is 12.2%, for 6m 0.1% and YTD 2.3%. Compare with Peer-Group: Derivative Income
Performance Rating
32.65%
#65 in Peer-Group
Rel. Strength
61.27%
#2978 in Stock-Universe
Total Return 12m
12.35%
#49 in Peer-Group
Total Return 5y
19.02%
#60 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 44.27 USD |
| 52 Week Low | 35.76 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 23.11 |
| Buy/Sell Signal +-5 | -1.02 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: XDTE (12.4%) vs SPY (15.9%)
5y Drawdown (Underwater) Chart
Top Performer in Derivative Income
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| XDTE | -2.03% | 0.79% | 12.2% |
| AMDY | 1.64% | 18.2% | 53.1% |
| NVDY | -0.12% | 10.1% | 42.9% |
| TSMY | -2.75% | 3.20% | 29.8% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| XDTE | 0.12% | 12.4% | 19% |
| NVDY | 36.7% | 38.1% | 254% |
| AMDY | 30.4% | 20.9% | 29.6% |
| SNOY | 13.2% | 58.7% | 53.7% |
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 |
|---|---|---|---|---|---|---|---|---|
| DIVO NYSE ARCA Amplify CWP Enhanced |
-0.37% | 13.7% | 85.1% | - | - | - | - | - |
| SIXH NYSE ARCA ETC 6 Meridian Hedged |
-0.05% | 8.15% | 64.9% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
1.06% | 11.1% | 66.4% | - | - | - | - | - |
| XYLG NYSE ARCA Global X SP500 Covered |
0.54% | 12.8% | 72.8% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
-2.06% | 5.39% | 60.9% | - | - | - | - | - |
| BUYW BATS Main Buywrite |
0.57% | 9.13% | 31.7% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
0.84% | 6.32% | 65.7% | - | - | - | - | - |
| HYGW BATS iShares Trust - iShares |
0.49% | 4.76% | 17.7% | - | - | - | - | - |
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 | 0.79% | 0.66% | 0.66% |
| 3 Months | 12.15% | 11.66% | 11.66% |
| 12 Months | 12.35% | 15.92% | 15.92% |
| 5 Years | 19.02% | 103.09% | 103.09% |
| Trend Stabilty (consistency of price movement) | XDTE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 71.6% | 66.4% | 66.4% |
| 3 Months | 96.8% | 96.6% | 96.6% |
| 12 Months | 18.8% | 50% | 50% |
| 5 Years | 64% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 72 %th | 0.13% | 0.13% |
| 3 Month | 76 %th | 0.44% | 0.44% |
| 12 Month | 59 %th | -3.08% | -3.08% |
| 5 Years | 75 %th | -3.27% | -3.27% |
FAQs
Does Roundhill Trust (XDTE) outperform the market?
No,
over the last 12 months XDTE made 12.35%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%.
Over the last 3 months XDTE made 12.15%, while SPY made 11.66%.
Performance Comparison XDTE vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
XDTE vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.4% | 0.1% | -4.5% | -4% |
| US NASDAQ 100 | QQQ | 0.2% | -0.5% | -7.1% | -9% |
| German DAX 40 | DAX | 1.2% | 1.9% | -8.8% | -17% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.6% | -1.9% | -8.8% | -9% |
| Hongkong Hang Seng | HSI | 0.2% | -1.3% | -27.2% | -27% |
| India NIFTY 50 | INDA | -0% | 6.4% | -3.5% | 19% |
| Brasil Bovespa | EWZ | -1% | 8.2% | -6.8% | 9% |
XDTE vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.6% | 2.3% | -3.9% | -12% |
| Consumer Discretionary | XLY | 1.9% | 1.8% | 5.3% | -7% |
| Consumer Staples | XLP | -0.4% | 3% | -2.2% | 8% |
| Energy | XLE | -0.3% | 0.6% | 1.5% | 15% |
| Financial | XLF | 1.8% | 3.2% | -0.9% | -9% |
| Health Care | XLV | 1.9% | 4.9% | 10.4% | 24% |
| Industrial | XLI | 1.4% | -0.4% | -9.9% | -9% |
| Materials | XLB | 4.1% | 4.5% | 1.6% | 16% |
| Real Estate | XLRE | 1.5% | 1.8% | -1.3% | 10% |
| Technology | XLK | -0.2% | -1.6% | -13.2% | -11% |
| Utilities | XLU | -3.5% | -3.9% | -11% | -7% |
| Aerospace & Defense | XAR | 0.8% | -3.3% | -22.6% | -33% |
| Biotech | XBI | -0.1% | -2.6% | 6.1% | 25% |
| Homebuilder | XHB | 0.5% | -0.4% | 1.4% | 21% |
| Retail | XRT | 2.8% | 2.7% | 0.9% | 9% |
XDTE vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -5.5% | -3.98% | 0.58% | 11% |
| Natural Gas | UNG | -0.5% | 10.7% | 22.9% | 8% |
| Gold | GLD | -2.6% | 0.3% | -18.8% | -25% |
| Silver | SLV | 1.1% | -1.8% | -17% | -17% |
| Copper | CPER | 21% | 13.5% | -1.4% | 4% |
XDTE vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -3.6% | 1.2% | -1.3% | 17% |
| iShares High Yield Corp. Bond | HYG | -1.4% | 1% | -3.3% | 4% |