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ISIN
US09789C8120
Issuer
BondBloxx
Inception Date
Sep 13, 2022
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Bloomberg US Treasury 10 Year Target Duration Index
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$956M

Share Price Chart


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Performance

XTEN Performance Chart

BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) is down 0.7% since the beginning of the year. XTEN is currently trading at $45 per share.


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S&P 500 Index

Returns By Period

BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) has returned -0.74% so far this year and 4.51% over the past 12 months.


BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF

1D
0.38%
1M
-0.89%
YTD
-0.74%
6M
-0.44%
1Y
4.51%
3Y*
1.76%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.26%
1M
-0.17%
YTD
7.91%
6M
7.98%
1Y
22.99%
3Y*
19.77%
5Y*
11.75%
10Y*
13.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XTEN Monthly Returns History

Based on dividend-adjusted daily data since Sep 15, 2022, XTEN's average daily return is +0.01%, while the average monthly return is +0.15%. At this rate, an investment would double in approximately 38.5 years.

Historically, 52% of months were positive and 48% were negative. The best month was Nov 2023 with a return of +6.1%, while the worst month was Sep 2023 at -4.6%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 6 months.

On a daily basis, XTEN closed higher 50% of trading days. The best single day was Nov 10, 2022 with a return of +2.8%, while the worst single day was Sep 26, 2022 at -1.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.13%3.21%-3.09%-0.30%0.19%-0.53%-0.74%
20250.65%3.76%0.03%0.09%-1.91%1.98%-0.63%1.20%1.56%0.95%0.74%-1.16%7.37%
2024-0.46%-2.28%1.18%-4.21%2.17%1.55%3.14%1.51%1.72%-4.11%1.46%-3.47%-2.15%
20234.53%-3.72%4.28%0.80%-1.90%-1.00%-1.13%-1.31%-4.60%-2.79%6.06%5.48%4.00%
2022-3.41%-2.77%4.85%-1.49%-2.99%

Benchmark Metrics

BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF has an annualized alpha of 0.48%, beta of 0.07, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since September 15, 2022.

  • This ETF participated in 57.78% of S&P 500 Index downside but only 23.93% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.07 may look defensive, but with R2 of 0.02 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.02 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
0.48%
Beta
0.07
0.02
Upside Capture
23.93%
Downside Capture
57.78%

Expense Ratio

XTEN has an expense ratio of 0.08%, which is considered low.


Return for Risk

Risk / Return Rank

XTEN ranks 22 for risk / return — below 22% 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.


XTEN Risk / Return Rank: 2222
Overall Rank
XTEN Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
XTEN Sortino Ratio Rank: 2222
Sortino Ratio Rank
XTEN Omega Ratio Rank: 2121
Omega Ratio Rank
XTEN Calmar Ratio Rank: 2121
Calmar Ratio Rank
XTEN Martin Ratio Rank: 2222
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 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) and compare them to S&P 500 Index.


XTENBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.18

Sortino ratioReturn per unit of downside risk

-1.50

Omega ratioGain probability vs. loss probability

1.12

1.35

-0.22

Calmar ratioReturn relative to maximum drawdown

0.83

2.54

-1.70

Martin ratioReturn relative to average drawdown

2.36

11.58

-9.22

Dividends

Dividend History

BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF provided a 4.41% dividend yield over the last twelve months, with an annual payout of $1.99 per share.


1.00%1.50%2.00%2.50%3.00%3.50%4.00%4.50%$0.00$0.50$1.00$1.50$2.002022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
Dividend$1.99$1.87$1.89$1.77$0.50

Dividend yield

4.41%4.05%4.21%3.71%1.04%

Monthly Dividends

The table displays the monthly dividend distributions for BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.17$0.15$0.16$0.17$0.18$0.83
2025$0.00$0.16$0.09$0.16$0.16$0.15$0.17$0.16$0.17$0.16$0.16$0.33$1.87
2024$0.00$0.11$0.14$0.17$0.16$0.16$0.16$0.16$0.17$0.16$0.16$0.33$1.89
2023$0.00$0.14$0.13$0.15$0.15$0.16$0.13$0.15$0.14$0.15$0.16$0.31$1.77
2022$0.20$0.30$0.50

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 BondBloxx Bloomberg Ten Year Target Duration US Treasury 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 BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF was 13.86%, occurring on Oct 19, 2023. Recovery took 197 trading sessions.

The current BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF drawdown is 3.70%.


Related event

Drawdown

Fall

Recovery

Underwater

2023 correction2023
-13.86%Oct 2023
6mo 12d9mo 18d
1y 3moApr 2023 - Aug 2024
2025 pullback2025
-9.30%Jan 2025
3mo 29d9mo 3d
1y 27dSep 2024 - Oct 2025
Bear market2022
-7.70%Oct 2022
1mo 9d1mo 8d
2mo 17dSep 2022 - Dec 2022
2023 pullback2023
-6.20%Mar 2023
1mo 12d1mo 3d
2mo 15dJan 2023 - Apr 2023
2026 pullback2026
-5.42%May 2026
2mo 18d
3mo 10dMar 2026 - now

Drawdown Indicators


XTENBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-13.86%

-56.78%

+42.92%

Max Drawdown (1Y)

Largest decline over 1 year

-5.42%

-9.10%

+3.68%

Max Drawdown (3Y)

Largest decline over 3 years

-11.15%

-18.90%

+7.75%

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

-3.70%

-2.93%

-0.77%

Average Drawdown

Average peak-to-trough decline

-4.03%

-10.72%

+6.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.91%

1.99%

-0.08%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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