Global X Health & Wellness ETF (BFIT)
BFIT is a passive ETF by Global X tracking the investment results of the Indxx Global Health & Wellness Thematic Index. BFIT launched on May 9, 2016 and has a 0.50% expense ratio.
ETF Info
| ISIN | US37954Y7985 |
|---|---|
| CUSIP | 37954Y798 |
| Issuer | Global X |
| Inception Date | May 9, 2016 |
| Region | Developed Markets (Broad) |
| Category | Consumer Discretionary Equities |
| Leveraged | 1x |
| Index Tracked | Indxx Global Health & Wellness Thematic Index |
| Home Page | www.globalxetfs.com |
| Asset Class | Equity |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
BFIT features an expense ratio of 0.50%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: BFIT vs. XLV, BFIT vs. FID, BFIT vs. DVYA, BFIT vs. VOO, BFIT vs. XRT
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Global X Health & Wellness 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
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | N/A | 24.72% |
| 1 month | N/A | 2.30% |
| 6 months | N/A | 12.31% |
| 1 year | N/A | 32.12% |
| 5 years (annualized) | N/A | 13.81% |
| 10 years (annualized) | N/A | 11.31% |
Monthly Returns
The table below presents the monthly returns of BFIT, 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 | -5.49% | -5.35% | |||||||||||
| 2023 | 10.72% | -4.10% | 4.53% | 0.04% | -9.02% | 7.29% | 2.57% | -4.92% | -4.90% | -3.15% | 9.66% | 2.65% | 9.57% |
| 2022 | -7.66% | -3.98% | -4.34% | -7.18% | -2.81% | -4.25% | 3.69% | -1.72% | -13.13% | 1.65% | 15.79% | -1.28% | -24.64% |
| 2021 | -1.41% | 3.09% | 2.12% | 3.96% | 6.78% | 3.64% | -1.61% | 2.01% | -6.16% | 2.51% | -4.46% | 0.26% | 10.44% |
| 2020 | -5.78% | -9.61% | -15.47% | 16.43% | 7.34% | 1.05% | 2.57% | 6.39% | 1.80% | -1.46% | 11.74% | 6.20% | 18.10% |
| 2019 | 7.37% | 2.50% | 1.23% | 3.22% | -6.96% | 5.02% | 0.66% | -2.71% | 4.34% | 2.06% | 3.38% | 2.73% | 24.46% |
| 2018 | 5.04% | -1.03% | 0.46% | 2.47% | 3.41% | 2.62% | -2.03% | 6.97% | -0.78% | -7.55% | 1.39% | -4.09% | 6.18% |
| 2017 | 1.99% | 0.39% | 2.24% | 2.48% | -0.19% | 3.62% | 0.12% | -1.43% | 0.82% | 1.74% | 3.00% | -0.10% | 15.58% |
| 2016 | -2.49% | 1.68% | 5.35% | 0.00% | 0.00% | -5.10% | -3.93% | 0.43% | -4.36% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Global X Health & Wellness ETF (BFIT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Global X Health & Wellness ETF provided a 1.18% dividend yield over the last twelve months, with an annual payout of $0.25 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.25 | $0.35 | $0.19 | $0.18 | $0.13 | $0.12 | $0.09 | $0.15 | $0.08 |
Dividend yield | 1.18% | 1.56% | 0.93% | 0.65% | 0.52% | 0.57% | 0.49% | 0.87% | 0.52% |
Monthly Dividends
The table displays the monthly dividend distributions for Global X Health & Wellness 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 | $0.00 | $0.00 | ||||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.35 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.19 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.18 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.13 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.12 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2016 | $0.08 | $0.08 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Global X Health & Wellness 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 Health & Wellness ETF was 42.46%, occurring on Mar 18, 2020. Recovery took 114 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.46% | Jan 21, 2020 | 41 | Mar 18, 2020 | 114 | Aug 28, 2020 | 155 |
| -41.25% | Sep 7, 2021 | 286 | Oct 24, 2022 | — | — | — |
| -15.52% | Sep 27, 2018 | 61 | Dec 24, 2018 | 57 | Mar 19, 2019 | 118 |
| -10.02% | Sep 8, 2016 | 45 | Nov 9, 2016 | 160 | Jun 30, 2017 | 205 |
| -8.59% | May 6, 2019 | 20 | Jun 3, 2019 | 74 | Sep 17, 2019 | 94 |
Volatility
Volatility Chart
The current Global X Health & Wellness ETF volatility is 1.12%, 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.