SGI Enhanced Market Leaders ETF (LDRX) Performance
LDRX total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +11.0% since Dec 31, 2025
- 1 year
- +13.4% total return
- Since first price
- +37.5% since 2025
LDRX trailing returns vs SPY, QQQ, AGG
| Period | LDRX total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.7% | −1.8% | −1.0% | −5.0% | +0.9% |
| 3 months | +4.1% | +4.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +8.5% | +8.2% | +7.8% | +8.4% | −1.5% |
| YTD | +11.0% | +10.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +13.4% | +12.2% | +14.4% | +15.9% | −1.1% |
| Since inceptionMay 5, 2025 | +37.5% | +35.3% | — | — | — |
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: LDRX vs SPY
From May 5, 2025: LDRX grew to $13,748, SPY to $13,710.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
LDRX returns by calendar year
2026 is year to date.
LDRX annual returns table
| Year | LDRX | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +11.0% | −10.5% | +12.3% | +15.1% | −1.0% |
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.
LDRX largest drawdowns
Now 3.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 29, 2025 | −10.6% | Mar 30, 2026 | Apr 15, 2026 | 5 months | 6 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
LDRX risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +24.8% |
| Volatility (annualized) | 13.9% |
| Sharpe ratio | 1.41 |
| Sortino ratio | 3.55 |
| Best month | +11.7% |
| Worst month | −4.4% |
| Best 12 months | +32.3% |
| Worst 12 months | +16.7% |
| Positive months | 69% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
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.
LDRX rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 6 | +10.6% | +20.8% | +32.3% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
LDRX performance overview
SGI Enhanced Market Leaders ETF (LDRX) returned +13.4% over the past year, with distributions reinvested. Since its first recorded price on May 5, 2025 it has returned +37.5%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −10.6%, from Oct 29, 2025 to Mar 30, 2026, and it took 16 days to get back to the old high. Volatility has been 13.9% a year.
Related: LDRX chart, LDRX holdings, LDRX dividends, LDRX valuation. See the LDRX overview for the latest quote and fund facts.
LDRX performance FAQ
What is the LDRX return over the past year?
LDRX returned +13.4% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 12.2%.
How much would $10,000 invested in LDRX be worth?
$10,000 invested in LDRX at its first recorded close on May 5, 2025 would be worth about $13,748 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of LDRX?
The largest peak-to-trough decline was −10.6% between October 29, 2025 and March 30, 2026. It recovered to the old high on April 15, 2026, 16 days after the bottom.
How volatile is LDRX?
Over the past history LDRX had an annualized volatility of 13.9% and a Sharpe ratio of 1.41 (excess return over 1–3 month T-bills per unit of risk).