XRLX Stock: Earnings, Dividends & Analyst Estimates

Company Overview:

Market Cap: $50.18M

Trailing PE: N/A

FWD PE: —

Payout Ratio (TTM): —

52-Week Range: $43.84 - $49.91

3 Year XRLX Performance Metrics:

Total Return (with DRIP): 41.7% (12.33% CAGR)

Total Return (no DRIP): 41.2% (12.20% CAGR)

Share Price: 35.7% (10.70% CAGR)

Yield on Cost (with DRIP): 3.71%

Total Invested: $10,000

Total Value (with DRIP): $14,173

Total Return $ (with DRIP): $4,173

Dividend Increase: 0.0% (0.00% CAGR)

Dividend Yield (FWD): 2.62% ($1.28)

XRLX 3-yr Total Return ($10K invested)

1M 3M 6M YTD 1Y 3Y 5Y 10Y

XRLX Share Price

1M 3M 6M YTD 1Y 3Y 5Y 10Y All

XRLX Price CAGR:1Y: 5.29%2Y: 5.41%5Y: 10.65%10Y: 10.65%

XRLX Dividend Payments & Yield

Dividend Payments & Yield

XRLX Dividend CAGR:1Y: 75.79%2Y: 41.67%5Y: 41.43%10Y: 41.43%

Annual Dividends (Total Paid Per Year)

Dividend Growth Year Over Year

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XRLX Dividends Info:

Annual Dividend: $1.275

Forward Yield: 2.62%

Ex-Dividend Date: 2025-12-31

Lifetime Dividends / Share: $2.64

XRLX Dividend History: Dates, Payments & Yield list

Below is a schedule of all XRLX dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield

Ex-Date	Payment Date	Amount	Yield	Forward Yield	Price on Ex-Date
12/31/2025	01/02/2026	$1.275	2.77%	2.77%	$46.01
12/31/2024	01/02/2025	$0.725	1.66%	1.66%	$43.81
12/28/2023	01/01/2024	$0.635	1.67%	1.69%	$37.53

Projected Future Returns & Dividends for XRLX

Based on past 3-year performance, here are XRLX growth metrics:

Share price CAGR of +10.7%
Dividend CAGR of +41.57%

Using XRLX CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:

	XRLX (DRIP)	XRLX - No DRIP
Current Price	$48.73	$48.73
Start Shares	205.21	205.21
Start Value	$10,000	$10,000

After 10 years:
Final Share Count	239.61	205.21
Dividends Payment	$1.28	$1.28
Annual Dividends	$306	$262
Yield on cost	3.06%	2.62%
Share Price	$48.73	$48.73
Total Dividends	$1,676	$1,570
Final Value	$11,676	$11,570

Estimated Future Value + Dividends - XRLX

NOTE: Above numbers are our estimate based on XRLX's Dividend and Price CAGR over past 3 years. These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.

We cannot guarantee that your actual returns will meet these estimates.

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Company Info

FundX Investment Conservative ETF (XRLX) had its IPO on 2023-10-10, and is traded on AMEX stock exchange.

XRLX, the FundX Investment Conservative ETF, is a multi-fund investment vehicle primarily designed to capitalize on global market trends. Its investment advisor employs a balanced strategy, allocating capital to underlying core equity, total return, and bond funds that are perceived to be aligned with prevailing market leadership. These core equity holdings are designed to offer broad-based exposure to dominant stock market trends, encompassing a diverse range of global equities across various market capitalizations and investment styles. Conversely, the total return and bond underlying funds serve to mitigate the risk and potential volatility inherent in the equity component. Specifically, the total return funds may employ diverse investment strategies aimed at delivering consistent income and reduced price fluctuations. The bond funds, on the other hand, invest in both domestic and international fixed-income securities, without specific restrictions on maturity or credit quality. As an actively managed fund, the advisor retains full discretion to dynamically adjust portfolio allocations in pursuit of more attractive investment opportunities. Notably, XRLX transitioned from a mutual fund structure to an ETF on October 9, 2023, initiating its operations with $58.2 million in assets.

XRLX website: https://fundxfunds.com/fundx-fundx-conservative-etf-xrlx