All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

XDTE: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

XDTE real return snapshot: after CPI-U inflation, XDTE returned +14.83% over the past year and +8.16% YTD, with dividends reinvested. Since Mar. 7, 2024, XDTE is up +35.95% in real purchasing-power return, or +13.10%/yr, and is currently −0.94% below its real total-return high on Aug. 13, 2026.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Thu 2024-03-07💬 to Fri 2026-09-04 Overall
Return 		Exponential
Trendline
XDTE × 		+35.95%
+13.10%/yr 		+11.98%/yr
R2=0.791
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2024-03-07💬 to Fri 2026-09-04 Start
Value 		End
Value
XDTE × 		$10,000.00
2024-03-07 		$13,594.65
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
XDTE × 		+8.16% +14.83%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
XDTE × 		−0.94%
on 2026-09-04
from 2026-08-13 peak 		−20.02%
on 2025-04-21
from 2024-12-06 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
XDTE × 		+14.83% +26.20%
+12.34%/yr 		— — —

Annual Returns

Year XDTE
2026 (YTD) +8.16%
2025 +9.67%
2024 +14.60%