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 |
| 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
The Global X Health & Wellness ETF has a high expense ratio of 0.50%, indicating higher-than-average management fees.
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. XRT, BFIT vs. VOO
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 | 6.33% |
| 1 month | N/A | -2.81% |
| 6 months | N/A | 21.13% |
| 1 year | N/A | 24.56% |
| 5 years (annualized) | N/A | 11.55% |
| 10 years (annualized) | N/A | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -5.49% | |||||||||||
| 2023 | -4.90% | -3.15% | 9.66% | 2.65% |
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 granted a 1.65% dividend yield in the last twelve months. The annual payout for that period amounted to $0.35 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.35 | $0.35 | $0.19 | $0.18 | $0.13 | $0.12 | $0.09 | $0.15 | $0.08 |
Dividend yield | 1.65% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $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 |
| 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 | $0.15 |
| 2016 | $0.08 |
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 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 | 43 | Dec 24, 2018 | 47 | Mar 19, 2019 | 90 |
| -10.02% | Sep 8, 2016 | 14 | Nov 9, 2016 | 44 | Jun 30, 2017 | 58 |
| -8.59% | May 6, 2019 | 20 | Jun 3, 2019 | 70 | Sep 17, 2019 | 90 |
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.