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Global X Education ETF (EDUT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINUS37954Y7233
CUSIP37954Y723
IssuerGlobal X
Inception DateJul 10, 2020
RegionGlobal (Broad)
CategoryGlobal Equities
Index TrackedIndxx Global Education Thematic Index
Home Pagewww.globalxetfs.com
Asset ClassEquity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

Expense Ratio

The Global X Education ETF has a high expense ratio of 0.50%, indicating higher-than-average management fees.


Expense ratio chart for EDUT: 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.


Global X Education ETF

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Global X Education ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-2.00%0.00%2.00%4.00%6.00%Thu 26Sat 28Mon 30NovemberFri 03Nov 05Tue 07Thu 09
-0.06%
5.45%
EDUT (Global X Education ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period


PeriodReturnBenchmark
Year-To-DateN/A6.33%
1 monthN/A-2.81%
6 monthsN/A21.13%
1 yearN/A24.56%
5 years (annualized)N/A11.55%
10 years (annualized)N/A10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-2.50%-3.26%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Global X Education ETF (EDUT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


EDUT
Sharpe ratio
No data
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.91, compared to the broader market-1.000.001.002.003.004.001.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.77, compared to the broader market-2.000.002.004.006.008.002.77
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market1.001.502.001.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.46, compared to the broader market0.002.004.006.008.0010.001.46
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.61, compared to the broader market0.0010.0020.0030.0040.0050.007.61

Sharpe Ratio


Rolling 12-month Sharpe Ratio0.000.200.400.600.801.001.20Thu 26Sat 28Mon 30NovemberFri 03Nov 05Tue 07Thu 09
0.02
1.16
EDUT (Global X Education ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Global X Education ETF granted a 0.14% dividend yield in the last twelve months. The annual payout for that period amounted to $0.03 per share.


PeriodTTM20222021
Dividend$0.03$0.15$0.04

Dividend yield

0.14%0.69%0.14%

Monthly Dividends

The table displays the monthly dividend distributions for Global X Education 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$0.00$0.00$0.00$0.03$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.00$0.09
2021$0.03$0.00$0.00$0.00$0.00$0.00$0.01

Drawdowns

Drawdowns Chart

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


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%Thu 26Sat 28Mon 30NovemberFri 03Nov 05Tue 07Thu 09
-67.07%
-7.95%
EDUT (Global X Education ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Global X Education 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 Education ETF was 72.31%, occurring on Sep 23, 2022. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-72.31%Feb 16, 2021402Sep 23, 2022
-14.09%Oct 14, 202014Nov 2, 202031Dec 16, 202045
-10.31%Aug 7, 202022Sep 8, 202021Oct 7, 202043
-4.27%Jul 22, 20203Jul 24, 20206Aug 3, 20209
-3.32%Jan 28, 20212Jan 29, 20215Feb 5, 20217

Volatility

Volatility Chart

The current Global X Education ETF volatility is 4.84%, 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.


4.00%4.50%5.00%5.50%6.00%Thu 26Sat 28Mon 30NovemberFri 03Nov 05Tue 07Thu 09
4.84%
4.60%
EDUT (Global X Education ETF)
Benchmark (^GSPC)