Cboe Vest US Equity Enhance and Moderate… (XMAR) Performance
XMAR total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +9.4% since Dec 31, 2025
- 1 year
- +10.9% total return
- 3 years
- +11.5% a year
- Since first price
- +11.2% a year since 2023
XMAR trailing returns vs SPY, QQQ, AGG
| Period | XMAR 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 | +2.3% | +2.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +4.3% | +4.3% | +7.8% | +8.4% | −1.5% |
| YTD | +9.4% | +9.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +10.9% | +10.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +38.5%+11.5%/yr | +38.5% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionMar 20, 2023 | +46.5%+11.2%/yr | +46.5% | — | — | — |
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: XMAR vs SPY
From Mar 20, 2023: XMAR grew to $14,649, SPY to $20,159.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
XMAR returns by calendar year
2 of 2 full years positive. Best 2025 (+10.3%), worst 2024 (+10.1%). 2026 is year to date.
XMAR annual returns table
| Year | XMAR | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +9.4% | −1.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +10.3% | −7.3% | +17.7% | +20.8% | +7.2% |
| 2024 | +10.1% | −3.3% | +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.
XMAR risk statistics
| Statistic | 3 years | Since 2023 |
|---|---|---|
| Annualized return | +11.3% | +10.9% |
| Volatility (annualized) | 3.3% | 3.3% |
| Sharpe ratio | 1.94 | 1.84 |
| Sortino ratio | 6.03 | 5.17 |
| Best month | +3.9% | +3.9% |
| Worst month | −1.0% | −1.0% |
| Best 12 months | +14.9% | +14.9% |
| Worst 12 months | +9.3% | +8.7% |
| Positive months | 86% | 86% |
| Beta vs S&P 500 | 0.23 | — |
| Correlation with S&P 500 | 0.86 | — |
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.
XMAR rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 32 | +8.7% | +10.7% | +14.9% | 100% |
| 3-year (a year) | 8 | +10.1% | +11.0% | +11.4% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
XMAR performance overview
Cboe Vest US Equity Enhance and Moderate… (XMAR) returned +10.9% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +11.2% a year, turning $10,000 into about $14,649. Over the same year S&P 500 (SPY) returned +14.4%.
Related: XMAR chart. See the XMAR overview for the latest quote and fund facts.
XMAR performance FAQ
What is the XMAR return over the past year?
XMAR returned +10.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 10.9%.
How much would $10,000 invested in XMAR be worth?
$10,000 invested in XMAR at its first recorded close on March 20, 2023 would be worth about $14,649 on October 23, 2026 with distributions reinvested.
What was the worst year for XMAR?
The worst calendar year was 2024, with a total return of +10.1%. The best was 2025 at +10.3%.
How volatile is XMAR?
Over the past 3 years XMAR had an annualized volatility of 3.3% and a Sharpe ratio of 1.94 (excess return over 1–3 month T-bills per unit of risk).