Strive Enhanced Income Short Maturity ETF (BUXX) Performance
BUXX total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +3.0% since Dec 31, 2025
- 1 year
- +3.8% total return
- 3 years
- +5.2% a year
- Since first price
- +5.3% a year since 2023
BUXX trailing returns vs AGG, TLT, SPY
| Period | BUXX total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.4% | +0.1% | +0.9% | +1.5% | −1.0% |
| 3 months | +1.0% | −0.0% | −0.4% | −1.0% | +3.2% |
| 6 months | +1.8% | −0.4% | −1.5% | −3.8% | +7.8% |
| YTD | +3.0% | −0.1% | −1.0% | −3.4% | +12.3% |
| 1 year | +3.8% | −0.7% | −1.1% | −6.9% | +14.4% |
| 3 years | +16.5%+5.2%/yr | +0.2% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| Since inceptionAug 10, 2023 | +18.0%+5.3%/yr | +1.0% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: BUXX vs AGG
From Aug 10, 2023: BUXX grew to $11,801, AGG to $11,234.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BUXX returns by calendar year
2 of 2 full years positive. Best 2024 (+6.2%), worst 2025 (+4.8%). 2026 is year to date.
BUXX annual returns table
| Year | BUXX | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +3.0% | −0.2% | −1.0% | −3.4% | +12.3% |
| 2025 | +4.8% | −0.6% | +7.2% | +4.3% | +17.7% |
| 2024 | +6.2% | −0.2% | +1.3% | −8.1% | +24.9% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
BUXX risk statistics
| Statistic | 3 years | Since 2023 |
|---|---|---|
| Annualized return | +5.2% | +5.3% |
| Volatility (annualized) | 0.5% | 0.5% |
| Sharpe ratio | 1.58 | 1.69 |
| Sortino ratio | 3.33 | 3.67 |
| Best month | +0.7% | +0.7% |
| Worst month | +0.2% | +0.2% |
| Best 12 months | +6.8% | +6.8% |
| Worst 12 months | +3.9% | +3.9% |
| Positive months | 100% | 100% |
| Beta vs S&P 500 | 0.01 | — |
| Correlation with S&P 500 | 0.27 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
BUXX rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 27 | +3.8% | +5.0% | +6.8% | 100% |
| 3-year (a year) | 3 | +5.2% | +5.2% | +5.3% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
BUXX performance overview
Strive Enhanced Income Short Maturity ETF (BUXX) returned +3.8% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +5.3% a year, turning $10,000 into about $11,801. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: BUXX chart, BUXX dividends, BUXX bond profile. See the BUXX overview for the latest quote and fund facts.
BUXX performance FAQ
What is the BUXX return over the past year?
BUXX returned +3.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 0.7%.
How much would $10,000 invested in BUXX be worth?
$10,000 invested in BUXX at its first recorded close on August 10, 2023 would be worth about $11,801 on October 23, 2026 with distributions reinvested.
What was the worst year for BUXX?
The worst calendar year was 2025, with a total return of +4.8%. The best was 2024 at +6.2%.
How volatile is BUXX?
Over the past 3 years BUXX had an annualized volatility of 0.5% and a Sharpe ratio of 1.58 (excess return over 1–3 month T-bills per unit of risk).