All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
XRMI real return snapshot: after CPI-U inflation, XRMI returned +1.96% over the past year and −0.63% YTD, with dividends reinvested. Since Aug. 26, 2021, XRMI is down −7.06% in real purchasing-power return, or −1.40%/yr, and is currently −7.91% below its real total-return high on Dec. 29, 2021.
Data ending Thu Nov. 5, 2026
| Thu 2021-08-26💬 to Thu 2026-11-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| XRMI × |
−7.06%
−1.40%/yr |
+0.52%/yr
R2=0.015 |
||||
| Global X S&P 500 Risk Managed Income ETF Exchange-Traded Fund | ||||||
| Thu 2021-08-26💬 to Thu 2026-11-05 |
Start
Value |
End
Value |
|---|---|---|
| XRMI × |
$10,000.00
2021-08-26 |
$9,293.83
2026-11-05 |
| YTD | YoY | |
|---|---|---|
| XRMI × | −0.63% | +1.96% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| XRMI × |
−7.91%
on 2026-11-05 from 2021-12-29 peak |
−22.54%
on 2023-10-27 from 2021-12-29 peak |
| Period ending Thu 2026-11-05 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| XRMI × | +1.96% |
+5.48% +2.70%/yr |
+16.21% +5.14%/yr |
−7.89% −1.63%/yr |
— |
| Year | XRMI |
|---|---|
| 2026 (YTD) | −0.63% |
| 2025 | +1.88% |
| 2024 | +11.97% |
| 2023 | +0.84% |
| 2022 | −19.27% |
| 2021 | +0.72% |