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Global X Health & Wellness ETF (BFIT)

ETF · Currency in USD · Last updated Mar 18, 2023

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.

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in Global X Health & Wellness ETF in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $15,107 for a total return of roughly 51.07%. All prices are adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%20.00%25.00%30.00%NovemberDecember2023FebruaryMarch
17.32%
6.48%
BFIT (Global X Health & Wellness ETF)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

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Global X Health & Wellness ETF

Popular comparisons: BFIT vs. XLV

Return

Global X Health & Wellness ETF had a return of 3.10% year-to-date (YTD) and -7.77% in the last 12 months. Over the past 10 years, Global X Health & Wellness ETF had an annualized return of 7.99%, while the S&P 500 had an annualized return of 9.90%, indicating that Global X Health & Wellness ETF did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month-5.35%-5.31%
Year-To-Date3.10%2.01%
6 months5.70%0.39%
1 year-7.77%-10.12%
5 years (annualized)5.16%9.07%
10 years (annualized)7.99%9.90%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
202310.72%-4.10%
2022-13.13%1.65%15.79%-1.28%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Global X Health & Wellness ETF Sharpe ratio is -0.28. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.50-1.00-0.500.00NovemberDecember2023FebruaryMarch
-0.28
-0.43
BFIT (Global X Health & Wellness ETF)
Benchmark (^GSPC)

Dividend History

Global X Health & Wellness ETF granted a 0.90% dividend yield in the last twelve months. The annual payout for that period amounted to $0.19 per share.


PeriodTTM2022202120202019201820172016
Dividend$0.19$0.19$0.18$0.13$0.12$0.09$0.47$0.08

Dividend yield

0.90%0.93%0.65%0.53%0.58%0.51%2.94%0.55%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00
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
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
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
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
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
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.47
2016$0.08

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-35.00%-30.00%-25.00%-20.00%-15.00%NovemberDecember2023FebruaryMarch
-29.11%
-18.34%
BFIT (Global X Health & Wellness ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Global X Health & Wellness ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Global X Health & Wellness ETF is 42.46%, recorded on Mar 18, 2020. It took 114 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-42.46%Jan 21, 202041Mar 18, 2020114Aug 28, 2020155
-41.25%Sep 7, 2021286Oct 24, 2022
-15.52%Sep 27, 201843Dec 24, 201847Mar 19, 201990
-10.02%Sep 8, 201614Nov 9, 201644Jun 30, 201758
-8.59%May 6, 201920Jun 3, 201970Sep 17, 201990
-6.61%Oct 13, 202014Oct 30, 20206Nov 9, 202020
-6.32%Jan 30, 20186Feb 9, 201815Apr 4, 201821
-6.19%Aug 31, 20208Sep 10, 202017Oct 5, 202025
-6.11%Feb 12, 202114Mar 4, 202124Apr 8, 202138
-5.28%Jul 12, 20216Jul 19, 202113Aug 5, 202119

Volatility Chart

Current Global X Health & Wellness ETF volatility is 19.52%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%20.00%30.00%40.00%50.00%NovemberDecember2023FebruaryMarch
19.52%
21.17%
BFIT (Global X Health & Wellness ETF)
Benchmark (^GSPC)