Summary
XPAY
Prices · period metrics · 12M
NAV as of 02/06/2026
30/05/2025 → 28/05/2026
Return 28.67% Volatility 11.87% Sharpe 2.12
Official loaded data — not a live quote.

ROUNDHILL S&P 500 TARGET 20 MANAGED DISTRIBUTION ETF

Symbol: XPAY

Exchange: NYSE

Sector: Technology

Category: Derivative Income

Inception date: 30/10/2024

Latest date: 02/06/2026

Current price: $55.20

Expense ratio: 0.49%

Assets under management
$132.8M
0.21% daily change

Period performance

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

Adjusted return
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Performance metrics

Period total return

5.79%

Ann. 96.78% (Sharpe / Sortino numerator)

Volatility

9.75%

Sharpe ratio

9.555

VaR 95%

-0.54%

CVaR 95%: -0.93%
Max drawdown: -1.84%
Sortino ratio: 14.048
Calmar ratio: 52.57

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

11.03%

Ann. 48.94% (Sharpe / Sortino numerator)

Volatility

14.20%

Sharpe ratio

3.191

VaR 95%

-1.45%

CVaR 95%: -1.60%
Max drawdown: -7.81%
Sortino ratio: 5.044
Calmar ratio: 6.27

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

11.82%

Ann. 23.32% (Sharpe / Sortino numerator)

Volatility

12.55%

Sharpe ratio

1.569

VaR 95%

-1.41%

CVaR 95%: -1.62%
Max drawdown: -9.33%
Sortino ratio: 2.340
Calmar ratio: 2.50

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

28.67%

Ann. 28.84% (Sharpe / Sortino numerator)

Volatility

11.87%

Sharpe ratio

2.123

VaR 95%

-1.32%

CVaR 95%: -1.67%
Max drawdown: -9.33%
Sortino ratio: 2.995
Calmar ratio: 3.09

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.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.103%

Best day

2.76%

31/03/2026
Worst day

-2.637%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $55.09 $55.23 $54.95 $55.20 59,300
01/06/2026 $54.99 $55.22 $54.84 $55.12 60,200
29/05/2026 $54.87 $55.05 $54.83 $55.00 42,300
28/05/2026 $54.47 $54.85 $54.43 $54.84 45,200
27/05/2026 $54.69 $54.69 $54.38 $54.55 48,500
26/05/2026 $54.31 $54.65 $54.31 $54.57 69,900
22/05/2026 $54.16 $54.34 $54.11 $54.21 40,800
21/05/2026 $53.64 $54.05 $53.55 $53.99 37,400
20/05/2026 $53.38 $53.90 $53.35 $53.90 37,500
19/05/2026 $53.28 $53.57 $53.14 $53.32 96,900