Strive 1000 Dividend Growth ETF (STXD) Performance
STXD total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +7.1% since Dec 31, 2025
- 1 year
- +8.2% total return
- 3 years
- +16.4% a year
- Since first price
- +12.7% a year since 2022
STXD trailing returns vs SPY, QQQ, AGG
| Period | STXD total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.5% | +1.3% | −1.0% | −5.0% | +0.9% |
| 3 months | +0.5% | +0.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +3.8% | +3.3% | +7.8% | +8.4% | −1.5% |
| YTD | +7.1% | +6.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +8.2% | +6.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +57.8%+16.4%/yr | +52.0% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionNov 10, 2022 | +60.1%+12.7%/yr | +52.4% | — | — | — |
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: STXD vs SPY
From Nov 10, 2022: STXD grew to $16,013, SPY to $20,280.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
STXD returns by calendar year
3 of 3 full years positive. Best 2025 (+14.8%), worst 2023 (+13.9%). 2026 is year to date.
STXD annual returns table
| Year | STXD | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +7.1% | −9.2% | +12.3% | +15.1% | −1.0% |
| 2025 | +14.8% | −14.7% | +17.7% | +20.8% | +7.2% |
| 2024 | +14.5% | −5.6% | +24.9% | +25.6% | +1.3% |
| 2023 | +13.9% | −9.6% | +26.2% | +54.9% | +5.7% |
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.
STXD largest drawdowns
Now 4.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 14, 2024 | −14.9% | Apr 8, 2025 | Jun 10, 2025 | 6 months | 8 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
STXD risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +15.1% | +11.7% |
| Volatility (annualized) | 10.8% | 10.9% |
| Sharpe ratio | 0.96 | 0.67 |
| Sortino ratio | 1.55 | 1.04 |
| Best month | +8.0% | +8.0% |
| Worst month | −6.2% | −6.2% |
| Best 12 months | +30.0% | +30.0% |
| Worst 12 months | +5.7% | +5.7% |
| Positive months | 75% | 70% |
| Beta vs S&P 500 | 0.78 | — |
| Correlation with S&P 500 | 0.90 | — |
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.
STXD rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 36 | +5.7% | +13.7% | +30.0% | 100% |
| 3-year (a year) | 12 | +12.3% | +14.5% | +16.5% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
STXD performance overview
Strive 1000 Dividend Growth ETF (STXD) returned +8.2% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +12.7% a year, turning $10,000 into about $16,013. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −14.9%, from Oct 14, 2024 to Apr 8, 2025, and it took 2 months to get back to the old high. STXD finished 3 of its 3 full calendar years with a gain; the best year was 2025 (+14.8%) and the worst 2023 (+13.9%). Volatility has been 10.9% a year.
Related: STXD chart, STXD holdings, STXD dividends, STXD valuation. See the STXD overview for the latest quote and fund facts.
STXD performance FAQ
What is the STXD return over the past year?
STXD returned +8.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 6.9%.
How much would $10,000 invested in STXD be worth?
$10,000 invested in STXD at its first recorded close on November 10, 2022 would be worth about $16,013 on October 23, 2026 with distributions reinvested.
What was the worst year for STXD?
The worst calendar year was 2023, with a total return of +13.9%. The best was 2025 at +14.8%.
What is the biggest drawdown of STXD?
The largest peak-to-trough decline was −14.9% between October 14, 2024 and April 8, 2025. It recovered to the old high on June 10, 2025, 2 months after the bottom.
How volatile is STXD?
Over the past 3 years STXD had an annualized volatility of 10.8% and a Sharpe ratio of 0.96 (excess return over 1–3 month T-bills per unit of risk).