Global X S&P 500 Catholic Values Custom ETF (CATH)
- ISIN
- US37954Y8892
- CUSIP
- 37954Y889
- Issuer
- Global X
- Inception Date
- Apr 18, 2016
- Region
- North America (U.S.)
- Category
- Large Cap Growth Equities
- Expense Ratio
- 0.29%
- Index Tracked
- S&P 500 Catholic Values Index
- ETF Home Page
- www.globalxetfs.com
- Asset Class
- Equity
Asset Class Size
- Large-Cap
Asset Class Style
- Blend
CATHPrice Chart
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CATHPerformance
The chart shows the growth of $10,000 invested in Global X S&P 500 Catholic Values Custom ETF on Apr 20, 2016 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $24,137 for a total return of roughly 141.37%. All prices are adjusted for splits and dividends.
CATHReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| YTD | -4.16% | -3.97% |
| 1M | -1.31% | -0.94% |
| 6M | 7.89% | 7.48% |
| 1Y | 23.40% | 21.47% |
| 5Y | 17.14% | 14.90% |
| 10Y | 16.87% | 13.16% |
CATHMonthly Returns Heatmap
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CATHDividends
Global X S&P 500 Catholic Values Custom ETF granted a 1.07% dividend yield in the last twelve months, as of Jan 19, 2022. The annual payout for that period amounted to $0.60 per share.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.60 | $0.60 | $0.57 | $0.57 | $0.61 | $0.41 | $0.13 |
Dividend yield | 1.07% | 1.03% | 1.24% | 1.49% | 2.09% | 1.33% | 0.53% |
CATHDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
CATHWorst Drawdowns
The table below shows the maximum drawdowns of the Global X S&P 500 Catholic Values Custom 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 S&P 500 Catholic Values Custom ETF is 33.95%, recorded on Mar 23, 2020. It took 95 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.95% | Feb 20, 2020 | 23 | Mar 23, 2020 | 95 | Aug 6, 2020 | 118 |
| -19.63% | Sep 21, 2018 | 65 | Dec 24, 2018 | 75 | Apr 12, 2019 | 140 |
| -11.03% | Jan 24, 2018 | 12 | Feb 8, 2018 | 137 | Aug 24, 2018 | 149 |
| -9.98% | Sep 3, 2020 | 14 | Sep 23, 2020 | 35 | Nov 11, 2020 | 49 |
| -8.57% | Oct 29, 2021 | 23 | Dec 1, 2021 | — | — | — |
| -6.96% | May 6, 2019 | 20 | Jun 3, 2019 | 14 | Jun 21, 2019 | 34 |
| -6.14% | Jul 29, 2019 | 13 | Aug 14, 2019 | 45 | Oct 17, 2019 | 58 |
| -5.97% | Jun 9, 2016 | 10 | Jun 27, 2016 | 7 | Jul 8, 2016 | 17 |
| -4.99% | Sep 7, 2021 | 20 | Oct 4, 2021 | 13 | Oct 21, 2021 | 33 |
| -4.28% | May 10, 2021 | 3 | May 12, 2021 | 20 | Jun 10, 2021 | 23 |
CATHVolatility Chart
Current Global X S&P 500 Catholic Values Custom ETF volatility is 15.84%. 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.
Portfolios with Global X S&P 500 Catholic Values Custom ETF
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