iShares Exponential Technologies ETF (XT) Performance
XT total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +19.0% since Dec 31, 2025
- 1 year
- +20.7% total return
- 5 years
- +7.2% a year
- 10 years
- +14.3% a year
- Since first price
- +12.4% a year since 2015
XT trailing returns vs SPY, QQQ, AGG
| Period | XT total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.4% | −1.4% | −1.0% | −5.0% | +0.9% |
| 3 months | +4.2% | +4.2% | +3.2% | +1.9% | −0.4% |
| 6 months | +9.9% | +9.4% | +7.8% | +8.4% | −1.5% |
| YTD | +19.0% | +18.5% | +12.3% | +15.1% | −1.0% |
| 1 year | +20.7% | +11.6% | +14.4% | +15.9% | −1.1% |
| 3 years | +82.1%+22.1%/yr | +66.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +41.6%+7.2%/yr | +27.6% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +279.5%+14.3%/yr | +222.2% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionMar 24, 2015 | +286.2%+12.4%/yr | +220.8% | — | — | — |
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: XT vs SPY
From Mar 24, 2015: XT grew to $38,624, SPY to $43,973.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
XT returns by calendar year
8 of 10 full years positive. Best 2020 (+35.1%), worst 2022 (−27.8%). 2026 is year to date.
XT annual returns table
| Year | XT | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +19.0% | −10.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +26.3% | −22.1% | +17.7% | +20.8% | +7.2% |
| 2024 | +0.3% | −11.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +27.0% | −17.5% | +26.2% | +54.9% | +5.7% |
| 2022 | −27.8% | −33.8% | −18.2% | −32.6% | −13.0% |
| 2021 | +16.4% | −9.3% | +28.7% | +27.4% | −1.8% |
| 2020 | +35.1% | −32.2% | +18.3% | +48.6% | +7.5% |
| 2019 | +30.7% | −8.1% | +31.2% | +39.0% | +8.5% |
| 2018 | −4.9% | −18.9% | −4.6% | −0.1% | +0.1% |
| 2017 | +33.7% | −3.1% | +21.7% | +32.7% | +3.6% |
| 2016 | +9.4% | −13.1% | +12.0% | +7.1% | +2.4% |
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.
XT largest drawdowns
Now 3.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 16, 2021 | −34.4% | Oct 14, 2022 | Jul 2, 2025 | 11 months | 3.6 years |
| Feb 19, 2020 | −32.2% | Mar 23, 2020 | Jul 2, 2020 | 33 days | 4 months |
| Jun 22, 2015 | −19.5% | Feb 11, 2016 | Aug 5, 2016 | 8 months | 1.1 years |
| Aug 29, 2018 | −18.9% | Dec 24, 2018 | Apr 3, 2019 | 4 months | 7 months |
| Jan 28, 2026 | −10.5% | Mar 30, 2026 | Apr 16, 2026 | 2 months | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
XT risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2015 |
|---|---|---|---|---|
| Annualized return | +20.5% | +8.1% | +14.0% | +12.7% |
| Volatility (annualized) | 17.1% | 19.6% | 17.8% | 17.3% |
| Sharpe ratio | 0.92 | 0.31 | 0.70 | 0.67 |
| Sortino ratio | 1.75 | 0.47 | 1.11 | 1.05 |
| Best month | +13.3% | +13.3% | +13.3% | +13.3% |
| Worst month | −6.4% | −11.3% | −11.7% | −11.7% |
| Best 12 months | +47.9% | +47.9% | +67.8% | +67.8% |
| Worst 12 months | −2.8% | −28.4% | −28.4% | −28.4% |
| Positive months | 67% | 58% | 66% | 65% |
| Beta vs S&P 500 | 1.24 | 1.14 | 1.07 | — |
| Correlation with S&P 500 | 0.90 | 0.91 | 0.92 | — |
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.
XT rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 128 | −28.4% | +15.3% | +67.8% | 81% |
| 3-year (a year) | 104 | −2.8% | +14.0% | +27.2% | 89% |
| 5-year (a year) | 80 | +5.0% | +9.8% | +22.4% | 100% |
| 10-year (a year) | 20 | +9.7% | +13.0% | +14.8% | 100% |
Every holding period starting at a month-end since 2015. Returns for 3 years and longer are annualized.
XT performance overview
iShares Exponential Technologies ETF (XT) returned +20.7% over the past year and +14.3% a year over ten years, with distributions reinvested. Since its first recorded price in 2015 it has returned +12.4% a year, turning $10,000 into about $38,624. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −34.4%, from Nov 16, 2021 to Oct 14, 2022, and it took 2.7 years to get back to the old high. XT finished 8 of its 10 full calendar years with a gain; the best year was 2020 (+35.1%) and the worst 2022 (−27.8%). Volatility has been 17.3% a year.
Related: XT chart, XT holdings, XT dividends, XT valuation. See the XT overview for the latest quote and fund facts.
XT performance FAQ
What is the XT return over the past year?
XT returned +20.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 11.6%.
What is the average annual return of XT?
XT has returned +7.2% a year over 5 years, +14.3% a year over 10 years, +12.4% a year since March 24, 2015 (total return, distributions reinvested).
How much would $10,000 invested in XT be worth?
$10,000 invested in XT at its first recorded close on March 24, 2015 would be worth about $38,624 on October 23, 2026 with distributions reinvested.
What was the worst year for XT?
The worst calendar year was 2022, with a total return of −27.8%. The best was 2020 at +35.1%.
What is the biggest drawdown of XT?
The largest peak-to-trough decline was −34.4% between November 16, 2021 and October 14, 2022. It recovered to the old high on July 2, 2025, 2.7 years after the bottom.
How volatile is XT?
Over the past 3 years XT had an annualized volatility of 17.1% and a Sharpe ratio of 0.92 (excess return over 1–3 month T-bills per unit of risk).