Cboe Vest U.S. Equity Buffer and Premium… (XIDE) Performance
XIDE total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +5.4% since Dec 31, 2025
- 1 year
- +6.5% total return
- Since first price
- +20.4% since 2023
XIDE trailing returns vs SPY, QQQ, AGG
| Period | XIDE total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +0.3% | −0.2% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.7% | +0.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +3.5% | +0.4% | +7.8% | +8.4% | −1.5% |
| YTD | +5.4% | +0.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +6.5% | −0.0% | +14.4% | +15.9% | −1.1% |
| Since inceptionDec 18, 2023 | +20.4% | +0.8% | — | — | — |
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: XIDE vs SPY
From Dec 18, 2023: XIDE grew to $12,043, SPY to $16,629.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
XIDE returns by calendar year
2 of 2 full years positive. Best 2025 (+6.9%), worst 2024 (+6.6%). 2026 is year to date.
XIDE annual returns table
| Year | XIDE | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +5.4% | −2.4% | +12.3% | +15.1% | −1.0% |
| 2025 | +6.9% | −6.6% | +17.7% | +20.8% | +7.2% |
| 2024 | +6.6% | −1.2% | +24.9% | +25.6% | +1.3% |
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.
XIDE risk statistics
| Statistic | Since 2023 |
|---|---|
| Annualized return | +6.8% |
| Volatility (annualized) | 2.3% |
| Sharpe ratio | 0.99 |
| Sortino ratio | 2.04 |
| Best month | +2.7% |
| Worst month | −1.0% |
| Best 12 months | +9.2% |
| Worst 12 months | +4.3% |
| Positive months | 91% |
| 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.
XIDE rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 23 | +4.3% | +6.6% | +9.2% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
XIDE performance overview
Cboe Vest U.S. Equity Buffer and Premium… (XIDE) returned +6.5% over the past year, with distributions reinvested. Since its first recorded price on Dec 18, 2023 it has returned +20.4%. Over the same year S&P 500 (SPY) returned +14.4%.
Related: XIDE chart, XIDE dividends. See the XIDE overview for the latest quote and fund facts.
XIDE performance FAQ
What is the XIDE return over the past year?
XIDE returned +6.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 0.0%.
How much would $10,000 invested in XIDE be worth?
$10,000 invested in XIDE at its first recorded close on December 18, 2023 would be worth about $12,043 on October 23, 2026 with distributions reinvested.
What was the worst year for XIDE?
The worst calendar year was 2024, with a total return of +6.6%. The best was 2025 at +6.9%.
How volatile is XIDE?
Over the past history XIDE had an annualized volatility of 2.3% and a Sharpe ratio of 0.99 (excess return over 1–3 month T-bills per unit of risk).