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Performance analysis of ISHARES S&P 500 EX S&P 100 ETF (XOEF)

Annual Return

Since Jul 9, 2025, XOEF has had an average annual return of +18.85%, outperforming the benchmark SPY, which returned +18.81% annual.

20262025
+14.87%+4.15%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+4.52%+3.59%-5.55%+7.72%+2.48%+3.92%-2.09%+14.87%
2025-0.52%+1.69%+1.82%-0.95%+1.57%+0.51%+4.15%

Drawdown analysis of ISHARES S&P 500 EX S&P 100 ETF (XOEF)

The maximum drawdown for the XOEF was -7.67%, occurring on Mar 30, 2026. Recovery took 13 trading sessions.

The current XOEF drawdown is -2.09%.

DepthStartTo BottomBottomTo RecoverEndTotal
-7.67%Feb 26, 202622Mar 30, 202613Apr 17, 202635
-5.71%Oct 27, 202518Nov 20, 202513Dec 10, 202531
-3.13%Oct 8, 20252Oct 10, 202511Oct 27, 202513
-3.00%Jul 25, 20255Aug 1, 202515Aug 22, 202520
-2.86%Jun 30, 202613Jul 20, 2026OngoingOngoingOngoing
-2.51%Jun 4, 20264Jun 10, 20262Jun 12, 20266
-2.45%Jan 29, 20265Feb 5, 20262Feb 9, 20267
-2.34%Dec 11, 20254Dec 17, 20255Dec 24, 20259
-1.71%May 6, 20269May 19, 20263May 22, 202612
-1.58%Jul 10, 20253Jul 15, 20255Jul 22, 20258
-1.57%Jun 15, 20262Jun 17, 20267Jun 29, 20269
-1.43%Apr 20, 20267Apr 29, 20261Apr 30, 20268
-1.41%Dec 24, 20254Dec 31, 20252Jan 5, 20266
-1.40%Sep 11, 202510Sep 25, 20252Sep 29, 202512
-1.39%Jan 16, 20261Jan 20, 20261Jan 21, 20262
-1.27%Feb 11, 20261Feb 12, 20263Feb 18, 20264
-1.25%Aug 22, 20257Sep 3, 20256Sep 11, 202513
-1.20%Feb 20, 20261Feb 23, 20262Feb 25, 20263
-1.09%Jan 6, 20261Jan 7, 20262Jan 9, 20263
-0.63%Apr 30, 20262May 4, 20261May 5, 20263
-0.61%Oct 6, 20251Oct 7, 20251Oct 8, 20252
-0.44%May 26, 20261May 27, 20262May 29, 20263
-0.32%Feb 18, 20261Feb 19, 20261Feb 20, 20262
-0.32%Jan 22, 20261Jan 23, 20261Jan 26, 20262
-0.13%Jun 2, 20261Jun 3, 20261Jun 4, 20262