Global X Alternative Income ETF (ALTY)
ALTY is a passive ETF by Global X tracking the investment results of the Indxx SuperDividend Alternatives Index. ALTY launched on Jul 14, 2015 and has a 0.50% expense ratio.
ETF Info
ISIN | US37954Y8066 |
---|---|
CUSIP | 37954Y806 |
Issuer | Global X |
Inception Date | Jul 14, 2015 |
Region | North America (U.S.) |
Category | Small Cap Blend Equities |
Index Tracked | Indxx SuperDividend Alternatives Index |
Home Page | www.globalxetfs.com |
Asset Class | Multi-Asset |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
ALTY features an expense ratio of 0.50%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Global X Alternative Income ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Global X Alternative Income ETF had a return of 5.72% year-to-date (YTD) and 7.84% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 5.72% | 13.20% |
1 month | 2.11% | -1.28% |
6 months | 5.90% | 10.32% |
1 year | 7.84% | 18.23% |
5 years (annualized) | 2.71% | 12.31% |
10 years (annualized) | N/A | 10.58% |
Monthly Returns
The table below presents the monthly returns of ALTY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.11% | 1.01% | 2.05% | -2.55% | 2.35% | 0.55% | 5.72% | ||||||
2023 | 7.18% | -2.47% | -0.32% | 1.39% | -2.30% | 2.32% | 2.56% | -2.73% | -2.73% | -2.35% | 6.50% | 3.76% | 10.58% |
2022 | -2.74% | -2.34% | 3.52% | -5.00% | 0.18% | -5.33% | 6.77% | -3.47% | -9.33% | 3.28% | 5.89% | -2.69% | -11.91% |
2021 | 1.37% | 4.13% | 4.21% | 6.14% | 1.17% | 1.49% | 0.96% | 0.81% | -2.39% | 2.99% | -2.88% | 3.32% | 23.08% |
2020 | 0.10% | -9.43% | -33.55% | 16.94% | 7.44% | 0.71% | 0.68% | 2.41% | -2.51% | -1.64% | 12.18% | 3.11% | -12.82% |
2019 | 10.31% | 1.65% | 1.02% | 1.84% | -2.87% | 3.84% | 1.65% | -2.37% | 2.70% | -0.07% | -0.19% | 2.67% | 21.44% |
2018 | 0.07% | -4.84% | 0.59% | 1.93% | 2.60% | 0.15% | 3.01% | 1.36% | -0.84% | -4.19% | 1.78% | -7.41% | -6.20% |
2017 | 3.16% | 2.36% | 0.55% | 1.84% | -1.42% | 0.53% | 2.34% | 0.46% | 1.10% | -1.08% | -0.28% | 0.87% | 10.82% |
2016 | -6.57% | 2.84% | 10.15% | 2.55% | 0.56% | 3.09% | 5.03% | 0.96% | 0.25% | -3.46% | -0.96% | 2.02% | 16.67% |
2015 | -1.71% | -3.17% | -2.94% | 4.98% | -0.12% | -1.56% | -4.65% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ALTY is 47, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Global X Alternative Income ETF (ALTY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Global X Alternative Income ETF granted a 7.16% dividend yield in the last twelve months. The annual payout for that period amounted to $0.83 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.83 | $0.83 | $0.84 | $0.92 | $1.08 | $1.29 | $1.12 | $1.15 | $1.22 | $0.58 |
Dividend yield | 7.16% | 7.31% | 7.66% | 6.88% | 9.20% | 8.74% | 8.46% | 7.52% | 8.20% | 4.21% |
Monthly Dividends
The table displays the monthly dividend distributions for Global X Alternative Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.40 | |||||
2023 | $0.00 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.15 | $0.83 |
2022 | $0.00 | $0.08 | $0.08 | $0.08 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.13 | $0.84 |
2021 | $0.00 | $0.08 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.08 | $0.08 | $0.08 | $0.19 | $0.92 |
2020 | $0.00 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.09 | $0.09 | $0.09 | $0.08 | $0.08 | $0.16 | $1.08 |
2019 | $0.00 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.33 | $1.29 |
2018 | $0.00 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.10 | $0.10 | $0.19 | $1.12 |
2017 | $0.00 | $0.10 | $0.10 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.22 | $1.15 |
2016 | $0.00 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.21 | $1.22 |
2015 | $0.10 | $0.10 | $0.10 | $0.28 | $0.58 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Global X Alternative Income ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Global X Alternative Income ETF was 51.47%, occurring on Mar 18, 2020. Recovery took 287 trading sessions.
The current Global X Alternative Income ETF drawdown is 1.54%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-51.47% | Feb 21, 2020 | 19 | Mar 18, 2020 | 287 | May 7, 2021 | 306 |
-30.45% | Jul 16, 2015 | 75 | Jan 20, 2016 | 280 | Apr 25, 2017 | 355 |
-18.47% | Jan 5, 2022 | 196 | Oct 14, 2022 | 397 | May 15, 2024 | 593 |
-14.18% | Aug 30, 2018 | 80 | Dec 24, 2018 | 40 | Feb 22, 2019 | 120 |
-7.32% | Jan 29, 2018 | 23 | Mar 2, 2018 | 86 | Jul 6, 2018 | 109 |
Volatility
Volatility Chart
The current Global X Alternative Income ETF volatility is 2.46%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.