XBIL Total Return Calculator
$10,000 since Mar 2023, with and without reinvesting · data through Oct 2026
Since Mar 2023, $10,000 became $11,712 reinvested (4.5% a year), or $11,579 taking the distributions as cash, $1,627 of it paid out along the way.
XBIL became
$11,712
S&P 500: $19,280
Return a year
4.5%
S&P 500: 20.1%
Payouts reinvested
$1,763
bought more shares
Worst drop
0.0%
S&P 500: -8.3%
$10,000, Mar 2023 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | XBIL total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +3.0% | $353 | +11.7% |
| 2025 | +4.2% | $449 | +17.7% |
| 2024 | +5.2% | $522 | +24.9% |
| 2023 (part) | +3.8% | $438 | +17.4% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: XBIL total return
Data as of · Source: SmarterDividends data
- $10,000 invested in XBIL at the end of Mar 2023, with distributions reinvested, was worth $11,712 at the end of Oct 2026: 4.5% a year, against $19,280 (20.1% a year) in the S&P 500.
- Taking XBIL's distributions as cash instead of reinvesting them, the same $10,000 ended at $11,579, including $1,627 of cash received; reinvesting added $133.
- XBIL's best calendar year in that time was 2024 (5.2%) and its worst 2025 (4.2%), with distributions reinvested.
Cite this page
SmarterDividends, "XBIL Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/XBIL/total-return
XBIL total return questions
What is XBIL's total return since Mar 2023?
17% in total, or 4.5% a year, through Oct 2026 with distributions reinvested. The share price alone fell 0%.
How much of XBIL's return came from distributions?
About 100% of its yearly return since Mar 2023. Reinvesting them, rather than taking cash, left you $133 better off on a $10,000 start.
What was XBIL's worst year?
2025, at 4.2% with distributions reinvested (S&P 500: 17.7%). Its deepest fall from a peak, on month-end values, was 0.0%.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.