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Global X Health & Wellness ETF (BFIT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US37954Y7985

CUSIP

37954Y798

Issuer

Global X

Inception Date

May 9, 2016

Region

Developed Markets (Broad)

Leveraged

1x

Index Tracked

Indxx Global Health & Wellness Thematic Index

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.


Expense ratio chart for BFIT: current value at 0.50% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.50%

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
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.


BFIT (Global X Health & Wellness ETF)
Benchmark (^GSPC)

Returns By Period


BFIT

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

24.66%

1M

0.49%

6M

8.64%

1Y

26.56%

5Y*

13.06%

10Y*

11.10%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-5.49%-5.35%
202310.72%-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%
20197.37%2.50%1.23%3.22%-6.96%5.02%0.66%-2.71%4.34%2.06%3.38%2.73%24.46%
20185.04%-1.03%0.46%2.47%3.41%2.62%-2.03%6.97%-0.78%-7.55%1.39%-4.09%6.18%
20171.99%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.


Sharpe ratio
No data
BFIT
^GSPC

There is not enough data available to calculate the Sharpe ratio for Global X Health & Wellness ETF. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio
BFIT (Global X Health & Wellness ETF)
Benchmark (^GSPC)

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.


0.40%0.60%0.80%1.00%1.20%1.40%1.60%$0.00$0.10$0.20$0.30$0.4020162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016
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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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.


BFIT (Global X Health & Wellness ETF)
Benchmark (^GSPC)

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, 202041Mar 18, 2020114Aug 28, 2020155
-41.25%Sep 7, 2021286Oct 24, 2022
-15.52%Sep 27, 201861Dec 24, 201857Mar 19, 2019118
-10.02%Sep 8, 201645Nov 9, 2016160Jun 30, 2017205
-8.59%May 6, 201920Jun 3, 201974Sep 17, 201994

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.


BFIT (Global X Health & Wellness ETF)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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