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Performance analysis of XDAT (FRANKLIN EXPONENTIAL DATA ETF)

Annual Return

Over the past 3 years, XDAT has had an average annual return of +8.83%, underperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, XDAT has had an average annual return of -1.92%, underperforming the benchmark SPY, which returned +12.55% annual.

Since Jan 14, 2021, XDAT has had an average annual return of +0.09%, underperforming the benchmark SPY, which returned +14.52% annual.

202620252024202320222021
-3.51%+1.87%+16.54%+45.77%-45.71%+10.86%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-9.08%-7.87%-2.70%+7.74%+15.10%-4.42%-0.12%-3.51%
2025+5.43%-5.17%-11.68%+6.31%+9.56%+4.72%-1.44%-0.40%+4.37%+1.96%-8.53%-1.02%+1.87%
2024+3.76%+4.18%-3.52%-6.41%-1.55%+9.01%-4.01%+4.98%+2.43%+2.72%+10.28%-4.85%+16.54%
2023+8.24%-0.32%+4.36%-3.66%+11.50%+5.07%+3.40%-4.22%-4.57%-1.72%+17.87%+4.76%+45.77%
2022-15.84%-2.87%+1.30%-15.71%-11.39%-3.98%+8.32%+0.53%-11.37%+1.32%-1.94%-4.67%-45.71%
2021+0.40%+1.86%-8.02%+6.64%-1.02%+10.32%+1.37%+4.63%-5.85%+8.87%-5.41%-1.59%+10.86%

Drawdown analysis of XDAT (FRANKLIN EXPONENTIAL DATA ETF)

The maximum drawdown for the XDAT was -54.87%, occurring on Nov 9, 2022. This drawdown has not yet recovered.

The current XDAT drawdown is -19.28%.

Since Jan 14, 2021 XDAT has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 2 times
DepthStartTo BottomBottomTo RecoverEndTotal
-54.87%Nov 9, 2021252Nov 9, 2022OngoingOngoingOngoing
-18.66%Feb 12, 202162May 13, 202131Jun 28, 202193
-9.49%Sep 3, 202120Oct 4, 202110Oct 18, 202130
-4.63%Aug 5, 202110Aug 19, 20216Aug 27, 202116
-4.16%Jan 22, 20213Jan 27, 20214Feb 2, 20217
-4.04%Jul 6, 20218Jul 16, 20215Jul 23, 202113
-3.57%Oct 21, 20214Oct 27, 20216Nov 4, 202110
-2.74%Jul 23, 20215Jul 30, 20214Aug 5, 20219
-1.53%Jun 29, 20212Jul 1, 20212Jul 6, 20214
-0.43%Oct 19, 20211Oct 20, 20211Oct 21, 20212
-0.31%Jan 14, 20211Jan 15, 20211Jan 19, 20212
-0.11%Aug 30, 20211Aug 31, 20211Sep 1, 20212