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

Share Price Chart


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Performance

XJAN Performance Chart

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - January (XJAN) is up 4.0% since the beginning of the year. XJAN is currently trading at $38 per share.


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S&P 500 Index

Returns By Period

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - January (XJAN) has returned 4.03% so far this year and 11.88% over the past 12 months.


FT Vest U.S. Equity Enhance & Moderate Buffer ETF - January

1D
-0.12%
1M
1.64%
YTD
4.03%
6M
4.80%
1Y
11.88%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XJAN Monthly Returns History

Based on dividend-adjusted daily data since Jan 22, 2024, XJAN's average daily return is +0.04%, while the average monthly return is +0.73%. At this rate, an investment would double in approximately 7.9 years.

Historically, 77% of months were positive and 23% were negative. The best month was Apr 2026 with a return of +4.5%, while the worst month was Mar 2025 at -2.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, XJAN closed higher 65% of trading days. The best single day was Apr 9, 2025 with a return of +5.7%, while the worst single day was Apr 4, 2025 at -3.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.28%-0.11%-2.09%4.47%1.55%-0.01%4.03%
20250.63%-0.17%-2.28%-0.41%3.36%2.40%1.05%1.01%1.09%0.69%0.65%0.86%9.14%
20240.06%1.56%1.06%-0.68%1.93%1.06%0.58%0.88%0.60%0.31%1.01%0.40%9.12%

Benchmark Metrics

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - January has an annualized alpha of 1.08%, beta of 0.41, and R2 of 0.80 versus S&P 500 Index. Calculated based on daily prices since January 23, 2024.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (33.44%) than losses (20.47%) - typical of diversified or defensive assets.
  • Beta of 0.41 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
1.08%
Beta
0.41
0.80
Upside Capture
33.44%
Downside Capture
20.47%

Expense Ratio

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


Return for Risk

Risk / Return Rank

XJAN ranks 80 for risk / return — better than 80% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


XJAN Risk / Return Rank: 8080
Overall Rank
XJAN Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
XJAN Sortino Ratio Rank: 8585
Sortino Ratio Rank
XJAN Omega Ratio Rank: 9090
Omega Ratio Rank
XJAN Calmar Ratio Rank: 6060
Calmar Ratio Rank
XJAN Martin Ratio Rank: 8484
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 Enhance & Moderate Buffer ETF - January (XJAN) and compare them to S&P 500 Index.


XJANBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.28

Sortino ratioReturn per unit of downside risk

+0.69

Omega ratioGain probability vs. loss probability

1.58

1.41

+0.17

Calmar ratioReturn relative to maximum drawdown

2.95

2.93

+0.02

Martin ratioReturn relative to average drawdown

16.89

13.52

+3.37

Dividends

Dividend History


FT Vest U.S. Equity Enhance & Moderate Buffer ETF - January doesn't pay dividends

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 Enhance & Moderate Buffer ETF - January. 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 Enhance & Moderate Buffer ETF - January was 10.04%, occurring on Apr 8, 2025. Recovery took 39 trading sessions.

The current FT Vest U.S. Equity Enhance & Moderate Buffer ETF - January drawdown is 0.13%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-10.04%Apr 2025
1mo 17d1mo 27d
3mo 14dFeb 2025 - Jun 2025
2026 pullback2026
-4.05%Mar 2026
1mo 2d14d
1mo 16dFeb 2026 - Apr 2026
2024 pullback2024
-2.52%Aug 2024
19d10d
29dJul 2024 - Aug 2024
2024 pullback2024
-1.56%Apr 2024
18d17d
1mo 5dApr 2024 - May 2024
2026 pullback2026
-1.07%Feb 2026
2d4d
6dFeb 2026 - Feb 2026

Drawdown Indicators


XJANBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-10.04%

-56.78%

+46.74%

Max Drawdown (1Y)

Largest decline over 1 year

-4.05%

-9.10%

+5.05%

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

-0.13%

-0.74%

+0.61%

Average Drawdown

Average peak-to-trough decline

-0.58%

-10.72%

+10.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.70%

1.97%

-1.27%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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