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CUSIP
761562305
Issuer
REX
Inception Date
May 28, 2025
Region
North America (U.S.)
Leveraged
1.25x
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$102M

Share Price Chart


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Performance

NVII Performance Chart

REX NVIDIA Growth & Income ETF (NVII) is up 6.8% since the beginning of the year. NVII is currently trading at $24 per share.


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S&P 500 Index

Returns By Period

REX NVIDIA Growth & Income ETF (NVII) has returned 6.79% so far this year and 44.66% over the past 12 months.


REX NVIDIA Growth & Income ETF

1D
-5.17%
1M
-7.25%
YTD
6.79%
6M
5.86%
1Y
44.66%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-1.44%
1M
-1.45%
YTD
7.60%
6M
6.59%
1Y
22.24%
3Y*
19.20%
5Y*
11.54%
10Y*
13.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NVII Monthly Returns History

Based on dividend-adjusted daily data since May 28, 2025, NVII's average daily return is +0.19%, while the average monthly return is +3.64%. At this rate, an investment would double in approximately 1.6 years.

Historically, 79% of months were positive and 21% were negative. The best month was Jun 2025 with a return of +18.0%, while the worst month was Nov 2025 at -11.0%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 1 months.

On a daily basis, NVII closed higher 55% of trading days. The best single day was Mar 31, 2026 with a return of +6.4%, while the worst single day was Jun 5, 2026 at -7.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.98%-8.55%0.12%14.40%4.00%-5.72%6.79%
20250.42%18.03%14.73%0.34%8.47%6.97%-10.99%4.76%47.63%

Benchmark Metrics

REX NVIDIA Growth & Income ETF has an annualized alpha of 8.12%, beta of 1.94, and R2 of 0.45 versus S&P 500 Index. Calculated based on daily prices since May 28, 2025.

  • This ETF captured 212.23% of S&P 500 Index gains and 104.43% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • R2 of 0.45 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
8.12%
Beta
1.94
0.45
Upside Capture
212.23%
Downside Capture
104.43%

Expense Ratio

NVII has a high expense ratio of 0.99%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

NVII ranks 39 for risk / return — below 39% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


NVII Risk / Return Rank: 3939
Overall Rank
NVII Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
NVII Sortino Ratio Rank: 3434
Sortino Ratio Rank
NVII Omega Ratio Rank: 3333
Omega Ratio Rank
NVII Calmar Ratio Rank: 5151
Calmar Ratio Rank
NVII Martin Ratio Rank: 3838
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for REX NVIDIA Growth & Income ETF (NVII) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


NVIIBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.54

Sortino ratioReturn per unit of downside risk

-0.71

Omega ratioGain probability vs. loss probability

1.22

1.32

-0.11

Calmar ratioReturn relative to maximum drawdown

2.43

2.46

-0.03

Martin ratioReturn relative to average drawdown

5.78

10.92

-5.14

Dividends

Dividend History

REX NVIDIA Growth & Income ETF provided a 57.45% dividend yield over the last twelve months, with an annual payout of $13.81 per share.


29.17%$0.00$2.00$4.00$6.00$8.002025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$13.81$8.22

Dividend yield

57.45%29.17%

Monthly Dividends

The table displays the monthly dividend distributions for REX NVIDIA Growth & Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.74$1.03$1.42$0.69$1.31$0.77$5.96
2025$0.77$0.96$0.94$1.66$1.04$1.51$1.33$8.22

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the REX NVIDIA Growth & Income ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the REX NVIDIA Growth & Income ETF was 18.47%, occurring on Mar 30, 2026. Recovery took 18 trading sessions.

The current REX NVIDIA Growth & Income ETF drawdown is 15.44%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 correction2026
-18.47%Mar 2026
4mo 26d25d
5mo 21dNov 2025 - Apr 2026
2026 correction2026
-15.76%Jun 2026
26d
1mo 10dMay 2026 - now
2025 pullback2025
-8.51%Sep 2025
23d17d
1mo 10dAug 2025 - Sep 2025
2025 pullback2025
-7.43%Oct 2025
4d14d
18dOct 2025 - Oct 2025
2026 pullback2026
-7.37%May 2026
7d3d
10dApr 2026 - May 2026

Drawdown Indicators


NVIIBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-18.47%

-56.78%

+38.31%

Max Drawdown (1Y)

Largest decline over 1 year

-18.47%

-9.10%

-9.37%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-15.44%

-3.21%

-12.23%

Average Drawdown

Average peak-to-trough decline

-5.79%

-10.71%

+4.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.75%

2.04%

+5.71%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with NVII

Add REX NVIDIA Growth & Income ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with NVII