If You Invested in EV Tax-Managed Buy-Write Strategy (EXD)
Looking for the current price? See the EXD quote & overviewWhat $1,000 or $10,000 in EXD Would Be Worth Now
Real historical value by amount invested and how long ago| If you invested | 1 year ago | 5 years ago | 10 years ago | Since Sep 28, 2015 |
|---|---|---|---|---|
| $1,000 | — | $830 -17% | $1,412 +41% | $1,506 +51% |
| $10,000 | — | $8,302 -17% | $14,121 +41% | $15,056 +51% |
Based on real historical closing prices, dividend- and split-adjusted, through 2023-04-14. Past performance does not guarantee future results.
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Choose your own date and amount for EXD$1,000 Investment Over Time
EXD vs S&P 500Year-by-Year Returns
EXD annual performance| Year | Start Price | End Price | Annual Return | Cumulative |
|---|---|---|---|---|
| 2015 | $6.36 | $6.68 | +5.0% | +5.0% |
| 2016 | $6.65 | $6.62 | -0.4% | +4.1% |
| 2017 | $6.65 | $6.64 | -0.1% | +4.3% |
| 2018 | $6.74 | $6.00 | -10.9% | -5.7% |
| 2019 | $6.11 | $7.82 | +28.0% | +22.9% |
| 2020 | $7.83 | $9.90 | +26.5% | +55.6% |
| 2021 | $9.83 | $12.22 | +24.3% | +92.1% |
| 2022 | $12.38 | $9.19 | -25.8% | +44.4% |
| 2023 | $9.23 | $9.58 | +3.8% | +50.6% |
About EV Tax-Managed Buy-Write Strategy
NYSE
Frequently Asked Questions
EV Tax-Managed Buy-Write Strategy investment returns
How much would $1,000 invested in EV Tax-Managed Buy-Write Strategy be worth today?
If you invested $1,000 in EV Tax-Managed Buy-Write Strategy (EXD) 10 years ago on 2016-09-26, your investment would be worth $1,412 as of 2023-04-14, representing a +41.2% total return, growing at a compounded rate of 5.4% per year (CAGR).
Has EV Tax-Managed Buy-Write Strategy outperformed the S&P 500?
Over the past 10 years, EXD returned +41.2% compared to +308.6% for the S&P 500, underperforming the benchmark by 267.4 percentage points.
What is EV Tax-Managed Buy-Write Strategy's average annual return?
The compound annual growth rate (CAGR) of EXD over the past 10 years is 5.4%, growing at a compounded rate each year. Individual years vary significantly — EXD's best recent year was 2019 (+28.0%) and worst was 2022 (-25.8%).
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For informational and educational purposes only — not investment advice.
