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Home › Calculator › XRLX Dividend Calculator 2026
FundX Investment Conservative ETF · AMEX
Price: $48.81 · Annual div: $1.28/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in XRLX → $12.9K in 10 years · $27.46/month
XRLX is a fund-of-funds that aims to capture global market trends. The adviser pursues a balanced approach by investing in core equity, total return, and bond underlying funds it considers to be in sync with current market leaders. The core equity funds allow participation in broad stock market leadership trends through diversified exposure to stocks of any size or style from around the world. Whereas the total return and bond underlying funds intend to reduce the risk and potential volatility of the core equity funds. The total return funds may utilize different investment strategies designed to provide steady income and low volatility. The underlying bond funds invest in US and non-US fixed income securities of any maturity and credit quality. As an actively managed fund, the adviser has full discretion to adjust portfolio positions towards more attractive investments. On October 9, 2023, XRLX converted from a mutual fund to an ETF structure, starting with $58.2 million in assets.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Real after-tax yield depends on where you live and how you hold XRLX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 2.61% | -0.19% | $261 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 2.22% | -0.58% | $222 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 2.09% | -0.71% | $209 / yr |
| 🇬🇧 UK ISA | 0% | 2.61% | -0.19% | $261 / yr |
| 🇬🇧 UK Taxable | 8.75% | 2.38% | -0.42% | $238 / yr |
| 🇨🇦 TFSA | 0% | 2.61% | -0.19% | $261 / yr |
| 🇨🇦 CA Taxable | 25% | 1.96% | -0.84% | $196 / yr |
| 🇦🇺 Super (pension) | 15% | 2.22% | -0.58% | $222 / yr |
| 🇦🇺 AU Taxable | 30% | 1.83% | -0.97% | $183 / yr |
| 🇩🇪 DE Taxable | 26.375% | 1.92% | -0.88% | $192 / yr |
| 🇫🇷 FR Taxable | 30% | 1.83% | -0.97% | $183 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $1.28/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
XRLX pays quarterly — 4 times per year. Next ex-div: TBD.
How XRLX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for XRLX sourced from FMP /financial-growth endpoint — real data, not estimates.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the XRLX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
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