Performance analysis of Exzeo Group (XZO)
Annual Return
Since Nov 5, 2025, XZO has had an average annual return of -30.27%, underperforming the benchmark SPY, which returned +15.13% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -32.78% | +15.42% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -16.20% | -17.52% | -12.47% | +10.44% | -14.51% | +21.81% | -3.39% | -32.78% | |||||
| 2025 | -10.28% | +28.64% | +15.42% |
Drawdown analysis of Exzeo Group (XZO)
The maximum drawdown for the XZO was -48.25%, occurring on Jun 4, 2026. This drawdown has not yet recovered.
The current XZO drawdown is -32.78%.
Since Nov 5, 2025 XZO has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.25% | Dec 31, 2025 | 106 | Jun 4, 2026 | Ongoing | Ongoing | Ongoing |
| -34.36% | Nov 5, 2025 | 11 | Nov 20, 2025 | 21 | Dec 22, 2025 | 32 |
| -2.84% | Dec 24, 2025 | 1 | Dec 26, 2025 | 1 | Dec 29, 2025 | 2 |