Performance analysis of XYLD (GLOBAL X S&P 500 COVERED CALL ETF)
Annual Return
Over the past 3 years, XYLD has had an average annual return of +11.33%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, XYLD has had an average annual return of +7.82%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, XYLD has had an average annual return of +8.27%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jun 24, 2013, XYLD has had an average annual return of +8.21%, underperforming the benchmark SPY, which returned +14.87% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.12% | +7.99% | +19.48% | +11.09% | -12.07% | +19.59% | -0.50% | +21.40% | -6.10% | +16.50% | +7.60% | +0.56% |
| 2014 | 2013 | ||||||||||
| +7.58% | +13.95% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.17% | +0.82% | -2.97% | +3.85% | +2.13% | +0.15% | +5.12% | ||||||
| 2025 | +1.99% | -0.59% | -4.62% | -1.92% | +0.91% | +2.69% | +0.70% | +0.95% | +1.57% | +2.46% | +2.22% | +1.60% | +7.99% |
| 2024 | +1.79% | +1.65% | +2.33% | -1.31% | +1.06% | +1.64% | +0.99% | +2.92% | +1.31% | -0.63% | +4.03% | +2.27% | +19.48% |
| 2023 | +4.43% | -0.30% | +1.83% | +0.96% | +1.02% | +1.82% | +1.41% | -1.61% | -2.67% | -0.84% | +2.77% | +1.95% | +11.09% |
| 2022 | -2.34% | -0.68% | +4.18% | -4.92% | -3.76% | -2.94% | +3.87% | -5.11% | -6.61% | +5.97% | +2.05% | -1.58% | -12.07% |
| 2021 | +0.41% | +0.79% | +4.58% | +0.82% | +1.68% | +2.30% | +0.39% | +2.63% | -1.81% | +4.57% | -1.67% | +3.59% | +19.59% |
| 2020 | -0.25% | -8.27% | -16.32% | +7.86% | +3.34% | +1.29% | +3.85% | +3.31% | +0.28% | -2.98% | +8.58% | +1.56% | -0.50% |
| 2019 | +4.88% | +2.06% | +2.23% | +2.98% | -5.51% | +6.66% | +2.09% | -1.81% | +0.93% | +1.99% | +2.09% | +1.47% | +21.40% |
| 2018 | +2.63% | -2.29% | -3.08% | +1.89% | +2.19% | +1.23% | +3.33% | +2.48% | -0.19% | -4.09% | -0.38% | -9.22% | -6.10% |
| 2017 | +1.84% | +2.77% | +0.07% | +1.38% | +1.22% | +0.35% | +1.36% | +0.24% | +1.30% | +1.62% | +1.99% | +1.26% | +16.50% |
Drawdown analysis of XYLD (GLOBAL X S&P 500 COVERED CALL ETF)
The maximum drawdown for the XYLD was -33.44%, occurring on Mar 23, 2020. Recovery took 246 trading sessions.
Since Jun 24, 2013 XYLD has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.44% | Feb 19, 2020 | 23 | Mar 23, 2020 | 246 | Mar 15, 2021 | 269 |
| -18.66% | Apr 4, 2022 | 124 | Sep 30, 2022 | 362 | Mar 12, 2024 | 486 |
| -18.10% | Sep 20, 2018 | 65 | Dec 24, 2018 | 137 | Jul 12, 2019 | 202 |
| -15.53% | Feb 19, 2025 | 34 | Apr 8, 2025 | 134 | Oct 20, 2025 | 168 |
| -12.17% | Jun 22, 2015 | 162 | Feb 11, 2016 | 92 | Jun 23, 2016 | 254 |
| -9.10% | Jan 26, 2018 | 9 | Feb 8, 2018 | 103 | Jul 9, 2018 | 112 |
| -6.96% | Sep 18, 2014 | 19 | Oct 15, 2014 | 28 | Nov 24, 2014 | 47 |
| -6.03% | Jan 4, 2022 | 47 | Mar 14, 2022 | 8 | Mar 24, 2022 | 55 |
| -5.79% | Jul 26, 2019 | 6 | Aug 5, 2019 | 61 | Oct 30, 2019 | 67 |
| -5.30% | Feb 25, 2026 | 22 | Mar 27, 2026 | 23 | Apr 30, 2026 | 45 |
| -5.26% | Jan 15, 2014 | 12 | Feb 3, 2014 | 9 | Feb 14, 2014 | 21 |
| -5.19% | Jul 18, 2024 | 12 | Aug 5, 2024 | 8 | Aug 15, 2024 | 20 |
| -4.64% | Jun 23, 2016 | 2 | Jun 27, 2016 | 9 | Jul 11, 2016 | 11 |
| -4.07% | Dec 29, 2014 | 23 | Feb 2, 2015 | 9 | Feb 13, 2015 | 32 |
| -3.79% | Aug 1, 2013 | 18 | Aug 27, 2013 | 15 | Sep 18, 2013 | 33 |
| -3.69% | Aug 23, 2016 | 52 | Nov 4, 2016 | 12 | Nov 22, 2016 | 64 |
| -3.63% | Nov 24, 2014 | 15 | Dec 16, 2014 | 3 | Dec 19, 2014 | 18 |
| -3.57% | Mar 2, 2015 | 7 | Mar 11, 2015 | 31 | Apr 24, 2015 | 38 |
| -3.54% | Apr 2, 2014 | 7 | Apr 11, 2014 | 20 | May 12, 2014 | 27 |
| -3.53% | Jul 23, 2014 | 11 | Aug 7, 2014 | 10 | Aug 21, 2014 | 21 |
| -3.11% | Nov 17, 2021 | 9 | Dec 1, 2021 | 5 | Dec 8, 2021 | 14 |
| -3.02% | Sep 18, 2013 | 14 | Oct 8, 2013 | 6 | Oct 16, 2013 | 20 |
| -2.69% | Jan 16, 2020 | 10 | Jan 31, 2020 | 3 | Feb 5, 2020 | 13 |
| -2.67% | Apr 9, 2024 | 8 | Apr 19, 2024 | 32 | Jun 5, 2024 | 40 |
| -2.63% | Apr 16, 2021 | 18 | May 12, 2021 | 8 | May 24, 2021 | 26 |