Summary
XDAT
Prices · period metrics · 12M
NAV as of 11/06/2026
02/04/2025 → 02/04/2026
Return -9.21% Volatility 26.89% Sharpe -0.41
Official loaded data — not a live quote.

FRANKLIN EXPONENTIAL DATA ETF

Symbol: XDAT

Exchange: BATS

Sector: Technology

Category: Technology

Inception date: 12/01/2021

Latest date: 11/06/2026

Current price: $24.12

Expense ratio: 0.50%

Assets under management
$3.9M
0.00% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
--

Performance metrics

Period total return

2.58%

Ann. -26.39% (Sharpe / Sortino numerator)

Volatility

27.36%

Sharpe ratio

-1.097

VaR 95%

-2.81%

CVaR 95%: -3.22%
Max drawdown: -11.51%
Sortino ratio: -1.594
Calmar ratio: -2.29

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

6.88%

Ann. -51.32% (Sharpe / Sortino numerator)

Volatility

28.53%

Sharpe ratio

-1.926

VaR 95%

-3.13%

CVaR 95%: -3.82%
Max drawdown: -22.56%
Sortino ratio: -2.796
Calmar ratio: -2.27

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

-9.76%

Ann. -42.77% (Sharpe / Sortino numerator)

Volatility

25.04%

Sharpe ratio

-1.853

VaR 95%

-3.09%

CVaR 95%: -3.56%
Max drawdown: -29.34%
Sortino ratio: -2.597
Calmar ratio: -1.46

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

-9.21%

Ann. -7.51% (Sharpe / Sortino numerator)

Volatility

26.89%

Sharpe ratio

-0.414

VaR 95%

-2.85%

CVaR 95%: -3.88%
Max drawdown: -29.56%
Sortino ratio: -0.586
Calmar ratio: -0.25

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

11.41%

Ann. -2.60% (Sharpe / Sortino numerator)

Volatility

24.51%

Sharpe ratio

-0.254

VaR 95%

-2.66%

CVaR 95%: -3.71%
Max drawdown: -29.56%
Sortino ratio: -0.343
Calmar ratio: -0.09

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

29.39%

Ann. 8.21% (Sharpe / Sortino numerator)

Volatility

23.30%

Sharpe ratio

0.197

VaR 95%

-2.54%

CVaR 95%: -3.51%
Max drawdown: -29.56%
Sortino ratio: 0.267
Calmar ratio: 0.28

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 11/06/2025 - 11/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

-0.027%

Best day

4.647%

01/06/2026
Worst day

-4.608%

23/02/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
11/06/2026 $24.12 $24.12 $24.12 $24.12 100
10/06/2026 $24.19 $24.19 $23.90 $23.90 600
09/06/2026 $24.10 $24.30 $24.09 $24.30 2,800
08/06/2026 $24.87 $24.87 $24.87 $24.87 300
05/06/2026 $25.01 $25.01 $25.01 $25.01 100
04/06/2026 $26.09 $26.18 $26.09 $26.18 4,800
03/06/2026 $26.15 $26.15 $26.09 $26.09 700
02/06/2026 $26.98 $26.98 $26.98 $26.98 200
01/06/2026 $26.52 $27.34 $26.52 $27.34 600
29/05/2026 $26.12 $26.12 $26.12 $26.12 200