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ISIN
US35473P4708
CUSIP
35473P470
Inception Date
Jan 12, 2021
Region
Global (Broad)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Accumulating
Asset Class
Equity
Assets Under Management
$4M

Share Price Chart


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Performance

XDAT Performance Chart

Franklin Exponential Data ETF (XDAT) is down 7.3% since the beginning of the year. XDAT is currently trading at $24 per share. Investors who bought $1,000 worth of XDAT shares 5 years ago would now be looking at an investment worth $896.


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S&P 500 Index

Returns By Period

Franklin Exponential Data ETF (XDAT) has returned -7.27% so far this year and -7.79% over the past 12 months.


Franklin Exponential Data ETF

1D
-2.12%
1M
-1.52%
YTD
-7.27%
6M
-9.28%
1Y
-7.79%
3Y*
9.17%
5Y*
-2.18%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XDAT Monthly Returns History

Based on dividend-adjusted daily data since Jan 14, 2021, XDAT's average daily return is +0.01%, while the average monthly return is +0.18%. At this rate, an investment would double in approximately 32.1 years.

Historically, 48% of months were positive and 52% were negative. The best month was Nov 2023 with a return of +17.9%, while the worst month was Jan 2022 at -15.9%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 5 months.

On a daily basis, XDAT closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +11.8%, while the worst single day was May 9, 2022 at -7.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-9.09%-7.86%-2.70%7.73%15.10%-8.25%-7.27%
20255.43%-5.16%-11.68%6.31%9.56%4.71%-1.45%-0.40%4.37%1.96%-8.53%-1.01%1.87%
20243.76%4.19%-3.52%-6.42%-1.55%9.01%-4.01%4.97%2.43%2.72%10.28%-4.85%16.54%
20238.23%-0.31%4.36%-3.66%11.50%5.06%3.40%-4.23%-4.56%-1.71%17.87%4.76%45.77%
2022-15.85%-2.87%1.30%-15.71%-11.40%-3.97%8.32%0.53%-11.37%1.33%-1.95%-4.67%-45.71%
2021-0.73%1.85%-8.02%6.64%-1.01%10.32%1.37%4.63%-5.85%8.87%-5.41%-1.59%9.61%

Benchmark Metrics

Franklin Exponential Data ETF has an annualized alpha of -14.60%, beta of 1.39, and R2 of 0.63 versus S&P 500 Index. Calculated based on daily prices since January 14, 2021.

  • This ETF participated in 125.87% of S&P 500 Index downside but only 70.13% of its upside - more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -14.60% versus S&P 500 Index - delivering less than market exposure alone would predict.

Alpha
-14.60%
Beta
1.39
0.63
Upside Capture
70.13%
Downside Capture
125.87%

Expense Ratio

XDAT has an expense ratio of 0.50%, placing it in the medium range.


Return for Risk

Risk / Return Rank

XDAT ranks 6 for risk / return — in the bottom 6% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


XDAT Risk / Return Rank: 66
Overall Rank
XDAT Sharpe Ratio Rank: 66
Sharpe Ratio Rank
XDAT Sortino Ratio Rank: 66
Sortino Ratio Rank
XDAT Omega Ratio Rank: 66
Omega Ratio Rank
XDAT Calmar Ratio Rank: 66
Calmar Ratio Rank
XDAT Martin Ratio Rank: 66
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 Franklin Exponential Data ETF (XDAT) 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.


XDATBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.35

Sortino ratioReturn per unit of downside risk

-3.04

Omega ratioGain probability vs. loss probability

0.97

1.37

-0.40

Calmar ratioReturn relative to maximum drawdown

-0.26

2.78

-3.05

Martin ratioReturn relative to average drawdown

-0.55

12.44

-12.99

Dividends

Dividend History

Franklin Exponential Data ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%0.02%0.04%0.06%0.08%0.10%0.12%$0.00$0.01$0.01$0.02$0.02$0.03$0.03$0.0420242025
Dividends
Dividend Yield
PeriodTTM20252024
Dividend$0.00$0.00$0.03

Dividend yield

0.00%0.00%0.13%

Monthly Dividends

The table displays the monthly dividend distributions for Franklin Exponential Data ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.03$0.03

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 Franklin Exponential Data 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 Franklin Exponential Data ETF was 54.87%, occurring on Nov 9, 2022. The portfolio has not yet recovered.

The current Franklin Exponential Data ETF drawdown is 22.42%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-54.87%Nov 2022
12mo 4d
4y 7moNov 2021 - now
2021 correction2021
-18.66%May 2021
2mo 26d1mo 16d
4mo 12dFeb 2021 - Jun 2021
2021 pullback2021
-9.48%Oct 2021
27d14d
1mo 11dSep 2021 - Oct 2021
2021 pullback2021
-4.63%Aug 2021
13d8d
21dAug 2021 - Aug 2021
2021 pullback2021
-4.16%Jan 2021
2d6d
8dJan 2021 - Feb 2021

Drawdown Indicators


XDATBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-54.87%

-56.78%

+1.91%

Max Drawdown (1Y)

Largest decline over 1 year

-29.56%

-9.10%

-20.46%

Max Drawdown (3Y)

Largest decline over 3 years

-29.56%

-18.90%

-10.66%

Max Drawdown (5Y)

Largest decline over 5 years

-54.87%

-25.43%

-29.44%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-22.42%

-1.80%

-20.62%

Average Drawdown

Average peak-to-trough decline

-25.85%

-10.71%

-15.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.13%

2.03%

+12.10%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with XDAT

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