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 +10.24% over the past year and +6.29% YTD, with dividends reinvested. Since Mar. 7, 2024, XDTE is up +33.59% in real purchasing-power return, or +11.66%/yr, and is currently −2.64% below its real total-return high on Aug. 13, 2026.

Data ending Thu Oct. 22, 2026

Growth of $10,000

Thu 2024-03-07💬 to Thu 2026-10-22 Overall
Return 		Exponential
Trendline
XDTE × 		+33.59%
+11.66%/yr 		+12.03%/yr
R2=0.816
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 Thu 2026-10-22 Start
Value 		End
Value
XDTE × 		$10,000.00
2024-03-07 		$13,359.09
2026-10-22

This Year’s Performance

through 2026-10-22

  YTD YoY
XDTE × 		+6.29% +10.24%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
XDTE × 		−2.64%
on 2026-10-22
from 2026-08-13 peak 		−20.02%
on 2025-04-21
from 2024-12-06 peak

Rolling Returns

Period ending Thu 2026-10-22 1 yr 2 yr 3 yr 5 yr 10 yr
XDTE × 		+10.24% +17.40%
+8.35%/yr 		— — —

Annual Returns

Year XDTE
2026 (YTD) +6.29%
2025 +9.67%
2024 +14.60%