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FT Vest U.S. Equity Buffer & Premium Income ETF - ...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

Issuer

FT Vest

Inception Date

Mar 18, 2024

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Alternatives

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

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


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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S&P 500

Returns By Period

FT Vest U.S. Equity Buffer & Premium Income ETF - March (XIMR) returned 2.45% year-to-date (YTD) and 6.66% over the past 12 months.


XIMR

YTD

2.45%

1M

1.83%

6M

2.99%

1Y

6.66%

3Y*

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

0.51%

1M

6.15%

6M

-2.00%

1Y

12.92%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

The table below presents the monthly returns of XIMR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.51%0.33%0.16%-0.40%1.84%2.45%
20240.25%-0.36%1.54%0.72%0.35%0.72%0.53%0.22%0.86%0.45%5.40%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 87, XIMR is among the top 13% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of XIMR is 8787
Overall Rank
The Sharpe Ratio Rank of XIMR is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of XIMR is 8484
Sortino Ratio Rank
The Omega Ratio Rank of XIMR is 9494
Omega Ratio Rank
The Calmar Ratio Rank of XIMR is 8686
Calmar Ratio Rank
The Martin Ratio Rank of XIMR is 9191
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for FT Vest U.S. Equity Buffer & Premium Income ETF - March (XIMR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

FT Vest U.S. Equity Buffer & Premium Income ETF - March Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 1.11
  • All Time: 1.19

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of FT Vest U.S. Equity Buffer & Premium Income ETF - March compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

FT Vest U.S. Equity Buffer & Premium Income ETF - March provided a 6.66% dividend yield over the last twelve months, with an annual payout of $2.07 per share.


4.44%$0.00$0.20$0.40$0.60$0.80$1.00$1.20$1.402024
Dividends
Dividend Yield
PeriodTTM2024
Dividend$2.07$1.38

Dividend yield

6.66%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
2025$0.17$0.17$0.35$0.00$0.16$0.86
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.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-5.12%Mar 26, 202510Apr 8, 202523May 12, 202533
-1.88%Jul 16, 202415Aug 5, 20247Aug 14, 202422
-1.08%Apr 1, 202415Apr 19, 202410May 3, 202425
-0.63%May 16, 20256May 23, 20251May 27, 20257
-0.42%Sep 3, 20244Sep 6, 20243Sep 11, 20247
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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