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Issuer
FT Vest
Inception Date
Mar 18, 2024
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Alternatives
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

XIMR Performance Chart

FT Vest U.S. Equity Buffer & Premium Income ETF - March (XIMR) is up 4.3% since the beginning of the year. XIMR is currently trading at $31 per share.


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S&P 500 Index

Returns By Period

FT Vest U.S. Equity Buffer & Premium Income ETF - March (XIMR) has returned 4.31% so far this year and 8.49% over the past 12 months.


FT Vest U.S. Equity Buffer & Premium Income ETF - March

1D
-0.02%
1M
0.28%
YTD
4.31%
6M
4.51%
1Y
8.49%
3Y*
5Y*
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)

XIMR Monthly Returns History

Based on dividend-adjusted daily data since Mar 19, 2024, XIMR's average daily return is +0.03%, while the average monthly return is +0.59%. At this rate, an investment would double in approximately 9.8 years.

Historically, 89% of months were positive and 11% were negative. The best month was Apr 2026 with a return of +2.2%, while the worst month was Apr 2025 at -0.4%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 1 months.

On a daily basis, XIMR closed higher 64% of trading days. The best single day was Apr 9, 2025 with a return of +3.6%, while the worst single day was Apr 4, 2025 at -2.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.33%0.29%0.59%2.17%0.93%-0.06%4.31%
20250.49%0.34%0.16%-0.40%1.87%1.04%0.52%0.65%0.47%0.32%0.53%0.61%6.80%
20240.58%-0.36%1.54%0.72%0.35%0.72%0.52%0.22%0.86%0.45%5.75%

Benchmark Metrics

FT Vest U.S. Equity Buffer & Premium Income ETF - March has an annualized alpha of 3.69%, beta of 0.21, and R2 of 0.61 versus S&P 500 Index. Calculated based on daily prices since March 19, 2024.

  • This ETF captured 20.41% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -9.11%) - a profile typical of hedging or uncorrelated assets.
  • This ETF generated an annualized alpha of 3.69% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • Beta of 0.21 indicates this ETF moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
3.69%
Beta
0.21
0.61
Upside Capture
20.41%
Downside Capture
-9.11%

Expense Ratio

XIMR has an expense ratio of 0.85%, placing it in the medium range.


Return for Risk

Risk / Return Rank

XIMR ranks 97 for risk / return — in the top 97% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


XIMR Risk / Return Rank: 9797
Overall Rank
XIMR Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
XIMR Sortino Ratio Rank: 9898
Sortino Ratio Rank
XIMR Omega Ratio Rank: 9898
Omega Ratio Rank
XIMR Calmar Ratio Rank: 9595
Calmar Ratio Rank
XIMR Martin Ratio Rank: 9898
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 FT Vest U.S. Equity Buffer & Premium Income ETF - March (XIMR) 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.


XIMRBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+2.09

Sortino ratioReturn per unit of downside risk

+4.85

Omega ratioGain probability vs. loss probability

2.33

1.37

+0.96

Calmar ratioReturn relative to maximum drawdown

7.87

2.78

+5.08

Martin ratioReturn relative to average drawdown

64.30

12.44

+51.87

Dividends

Dividend History

FT Vest U.S. Equity Buffer & Premium Income ETF - March provided a 6.42% dividend yield over the last twelve months, with an annual payout of $2.02 per share.


4.50%5.00%5.50%6.00%6.50%$0.00$0.50$1.00$1.50$2.0020242025
Dividends
Dividend Yield
PeriodTTM20252024
Dividend$2.02$2.00$1.38

Dividend yield

6.42%6.41%4.44%

Monthly Dividends

The table displays the monthly dividend distributions for FT Vest U.S. Equity Buffer & Premium Income ETF - March. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.16$0.16$0.33$0.00$0.19$0.19$1.04
2025$0.17$0.17$0.35$0.00$0.16$0.16$0.16$0.16$0.16$0.16$0.16$0.16$2.00
2024$0.17$0.17$0.17$0.17$0.17$0.17$0.17$0.17$1.38

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 FT Vest U.S. Equity Buffer & Premium Income ETF - March. 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 FT Vest U.S. Equity Buffer & Premium Income ETF - March was 5.12%, occurring on Apr 8, 2025. Recovery took 23 trading sessions.

The current FT Vest U.S. Equity Buffer & Premium Income ETF - March drawdown is 0.14%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-5.12%Apr 2025
13d1mo 4d
1mo 17dMar 2025 - May 2025
2024 pullback2024
-1.88%Aug 2024
20d9d
29dJul 2024 - Aug 2024
2026 pullback2026
-1.08%Mar 2026
4d2d
6dMar 2026 - Apr 2026
2024 pullback2024
-1.08%Apr 2024
18d14d
1mo 2dApr 2024 - May 2024
2025 selloff2025
-0.63%May 2025
7d4d
11dMay 2025 - May 2025

Drawdown Indicators


XIMRBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-5.12%

-56.78%

+51.66%

Max Drawdown (1Y)

Largest decline over 1 year

-1.08%

-9.10%

+8.02%

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

-0.14%

-1.80%

+1.66%

Average Drawdown

Average peak-to-trough decline

-0.17%

-10.71%

+10.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.13%

2.03%

-1.90%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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