FundX ETF (XCOR) Performance
XCOR total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +7.6% since Dec 31, 2025
- 1 year
- +10.0% total return
- 3 years
- +21.3% a year
- Since first price
- +17.6% a year since 2022
XCOR trailing returns vs SPY, QQQ, AGG
| Period | XCOR total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −3.9% | −3.9% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.0% | −0.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +3.7% | +3.7% | +7.8% | +8.4% | −1.5% |
| YTD | +7.6% | +7.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +10.0% | +9.6% | +14.4% | +15.9% | −1.1% |
| 3 years | +78.7%+21.3%/yr | +76.3% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionOct 17, 2022 | +92.1%+17.6%/yr | +84.8% | — | — | — |
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: XCOR vs SPY
From Oct 17, 2022: XCOR grew to $19,207, SPY to $21,821.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
XCOR returns by calendar year
3 of 3 full years positive. Best 2024 (+29.6%), worst 2025 (+12.5%). 2026 is year to date.
XCOR annual returns table
| Year | XCOR | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +7.6% | −10.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +12.5% | −22.5% | +17.7% | +20.8% | +7.2% |
| 2024 | +29.6% | −13.0% | +24.9% | +25.6% | +1.3% |
| 2023 | +14.3% | −12.2% | +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.
XCOR largest drawdowns
Now 5.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 14, 2025 | −22.5% | Apr 8, 2025 | Jul 25, 2025 | 53 days | 5 months |
| Jul 10, 2024 | −13.0% | Aug 5, 2024 | Oct 21, 2024 | 26 days | 3 months |
| Feb 2, 2023 | −12.2% | Mar 17, 2023 | Jul 13, 2023 | 43 days | 5 months |
| Jul 19, 2023 | −10.4% | Oct 26, 2023 | Nov 16, 2023 | 3 months | 4 months |
| Jun 2, 2026 | −10.1% | Jul 29, 2026 | not yet | 57 days | 5 months so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
XCOR risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +22.6% | +17.4% |
| Volatility (annualized) | 14.4% | 14.4% |
| Sharpe ratio | 1.20 | 0.89 |
| Sortino ratio | 2.24 | 1.57 |
| Best month | +10.7% | +10.7% |
| Worst month | −8.1% | −8.1% |
| Best 12 months | +41.0% | +41.0% |
| Worst 12 months | +6.4% | +0.1% |
| Positive months | 67% | 62% |
| Beta vs S&P 500 | 1.08 | — |
| Correlation with S&P 500 | 0.93 | — |
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.
XCOR rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 37 | +0.1% | +17.0% | +41.0% | 100% |
| 3-year (a year) | 13 | +16.7% | +18.9% | +23.9% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
XCOR performance overview
FundX ETF (XCOR) returned +10.0% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +17.6% a year, turning $10,000 into about $19,207. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −22.5%, from Feb 14, 2025 to Apr 8, 2025, and it took 4 months to get back to the old high. XCOR finished 3 of its 3 full calendar years with a gain; the best year was 2024 (+29.6%) and the worst 2025 (+12.5%). Volatility has been 14.4% a year.
Related: XCOR chart, XCOR holdings, XCOR dividends. See the XCOR overview for the latest quote and fund facts.
XCOR performance FAQ
What is the XCOR return over the past year?
XCOR returned +10.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 9.6%.
How much would $10,000 invested in XCOR be worth?
$10,000 invested in XCOR at its first recorded close on October 17, 2022 would be worth about $19,207 on October 23, 2026 with distributions reinvested.
What was the worst year for XCOR?
The worst calendar year was 2025, with a total return of +12.5%. The best was 2024 at +29.6%.
What is the biggest drawdown of XCOR?
The largest peak-to-trough decline was −22.5% between February 14, 2025 and April 8, 2025. It recovered to the old high on July 25, 2025, 4 months after the bottom.
How volatile is XCOR?
Over the past 3 years XCOR had an annualized volatility of 14.4% and a Sharpe ratio of 1.20 (excess return over 1–3 month T-bills per unit of risk).