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

ETF Info

ISIN

US37954Y7233

CUSIP

37954Y723

Issuer

Global X

Inception Date

Jul 10, 2020

Region

Global (Broad)

Leveraged

1x

Index Tracked

Indxx Global Education Thematic Index

Asset Class

Equity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

Expense Ratio

EDUT features an expense ratio of 0.50%, falling within the medium range.


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.


Popular comparisons:
EDUT vs. CONY
Popular comparisons:
EDUT vs. CONY

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.


EDUT (Global X Education ETF)
Benchmark (^GSPC)

Returns By Period


EDUT

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.01%

1M

1.13%

6M

9.82%

1Y

22.80%

5Y*

12.93%

10Y*

11.26%

*Annualized

Monthly Returns

The table below presents the monthly returns of EDUT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202311.84%-11.36%-3.55%-3.30%-3.08%2.24%15.07%-5.65%-2.50%-3.26%-5.52%
2022-10.88%-5.76%8.10%-15.24%-4.93%-1.24%7.77%-2.47%-10.60%8.40%11.85%-0.28%-17.89%
20215.00%0.14%-12.96%0.98%-12.56%-2.55%-13.50%-4.94%-6.65%0.13%-13.27%-5.71%-50.50%
20204.71%3.57%1.99%-5.60%11.53%5.56%22.92%

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.


Sharpe ratio
No data
EDUT
^GSPC

There is not enough data available to calculate the Sharpe ratio for Global X Education 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
EDUT (Global X Education ETF)
Benchmark (^GSPC)

Dividends

Dividend History


0.10%0.20%0.30%0.40%0.50%0.60%0.70%$0.00$0.05$0.10$0.1520212022
Dividends
Dividend Yield
Period20222021
Dividend$0.15$0.04

Dividend yield

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2023$0.00$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.00$0.00$0.00$0.03
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$0.15
2021$0.03$0.00$0.00$0.00$0.00$0.00$0.01$0.04

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.


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.


EDUT (Global X Education 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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