FT Cboe Vest U.S. Equity Enhance & Moderate… (XJUN) Performance
XJUN total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +5.6% since Dec 31, 2025
- 1 year
- +7.1% total return
- 5 years
- +8.5% a year
- Since first price
- +8.4% a year since 2021
XJUN trailing returns vs SPY, QQQ, AGG
| Period | XJUN total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.0% | −0.0% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.6% | +2.6% | +3.2% | +1.9% | −0.4% |
| 6 months | +3.4% | +3.4% | +7.8% | +8.4% | −1.5% |
| YTD | +5.6% | +5.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +7.1% | +7.1% | +14.4% | +15.9% | −1.1% |
| 3 years | +38.0%+11.3%/yr | +38.0% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +50.1%+8.5%/yr | +50.1% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionJul 13, 2021 | +53.1%+8.4%/yr | +53.1% | — | — | — |
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: XJUN vs SPY
From Jul 13, 2021: XJUN grew to $15,308, SPY to $18,714.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
XJUN returns by calendar year
4 of 4 full years positive. Best 2023 (+14.6%), worst 2022 (+0.0%). 2026 is year to date.
XJUN annual returns table
| Year | XJUN | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +5.6% | −2.0% | +12.3% | +15.1% | −1.0% |
| 2025 | +11.2% | −9.1% | +17.7% | +20.8% | +7.2% |
| 2024 | +10.0% | −3.8% | +24.9% | +25.6% | +1.3% |
| 2023 | +14.6% | −3.9% | +26.2% | +54.9% | +5.7% |
| 2022 | +0.0% | −6.5% | −18.2% | −32.6% | −13.0% |
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.
XJUN risk statistics
| Statistic | 3 years | 5 years | Since 2021 |
|---|---|---|---|
| Annualized return | +11.0% | +8.9% | +8.5% |
| Volatility (annualized) | 4.4% | 5.8% | 5.8% |
| Sharpe ratio | 1.44 | 0.89 | 0.85 |
| Sortino ratio | 3.76 | 1.56 | 1.47 |
| Best month | +5.1% | +5.1% | +5.1% |
| Worst month | −1.7% | −4.1% | −4.1% |
| Best 12 months | +15.8% | +15.8% | +15.8% |
| Worst 12 months | +5.9% | −1.8% | −1.8% |
| Positive months | 83% | 72% | 71% |
| Beta vs S&P 500 | 0.30 | 0.33 | — |
| Correlation with S&P 500 | 0.84 | 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.
XJUN rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 52 | −1.8% | +10.5% | +15.8% | 96% |
| 3-year (a year) | 28 | +7.6% | +10.3% | +13.2% | 100% |
| 5-year (a year) | 4 | +8.4% | +8.5% | +8.9% | 100% |
Every holding period starting at a month-end since 2021. Returns for 3 years and longer are annualized.
XJUN performance overview
FT Cboe Vest U.S. Equity Enhance & Moderate… (XJUN) returned +7.1% over the past year and +8.5% a year over five years, with distributions reinvested. Since its first recorded price in 2021 it has returned +8.4% a year, turning $10,000 into about $15,308. Over the same year S&P 500 (SPY) returned +14.4%.
Related: XJUN chart. See the XJUN overview for the latest quote and fund facts.
XJUN performance FAQ
What is the XJUN return over the past year?
XJUN returned +7.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 7.1%.
What is the average annual return of XJUN?
XJUN has returned +8.5% a year over 5 years, +8.4% a year since July 13, 2021 (total return, distributions reinvested).
How much would $10,000 invested in XJUN be worth?
$10,000 invested in XJUN at its first recorded close on July 13, 2021 would be worth about $15,308 on October 23, 2026 with distributions reinvested.
What was the worst year for XJUN?
The worst calendar year was 2022, with a total return of +0.0%. The best was 2023 at +14.6%.
How volatile is XJUN?
Over the past 3 years XJUN had an annualized volatility of 4.4% and a Sharpe ratio of 1.44 (excess return over 1–3 month T-bills per unit of risk).