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Global X FinTech ETF (FINX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US37954Y8140

CUSIP

37954Y814

Issuer

Global X

Inception Date

Sep 12, 2016

Region

Developed Markets (Broad)

Leveraged

1x

Index Tracked

Indxx Global FinTech Thematic Index

Asset Class

Equity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

Expense Ratio

FINX features an expense ratio of 0.68%, falling within the medium range.


Expense ratio chart for FINX: current value at 0.68% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.68%

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:
FINX vs. ARKF FINX vs. BLCN FINX vs. CRT FINX vs. HERO FINX vs. VOO FINX vs. XLF FINX vs. IPAY FINX vs. VGT FINX vs. VONG FINX vs. MCHI
Popular comparisons:
FINX vs. ARKF FINX vs. BLCN FINX vs. CRT FINX vs. HERO FINX vs. VOO FINX vs. XLF FINX vs. IPAY FINX vs. VGT FINX vs. VONG FINX vs. MCHI

Performance

Performance Chart

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


-10.00%0.00%10.00%20.00%30.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
29.19%
8.53%
FINX (Global X FinTech ETF)
Benchmark (^GSPC)

Returns By Period

Global X FinTech ETF had a return of 26.42% year-to-date (YTD) and 27.38% in the last 12 months.


FINX

YTD

26.42%

1M

-2.06%

6M

29.19%

1Y

27.38%

5Y*

2.53%

10Y*

N/A

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-5.71%9.91%5.13%-10.19%0.80%-0.01%4.81%4.13%2.04%3.28%17.48%26.42%
202315.38%-5.72%-0.57%0.17%-0.50%6.61%12.01%-12.18%-7.23%-7.10%19.29%14.57%33.15%
2022-15.24%-5.30%-0.34%-16.61%-5.13%-15.71%14.41%-3.49%-13.78%5.33%-3.75%-6.37%-51.80%
2021-3.66%4.58%-6.23%5.42%-2.97%5.60%-1.47%9.52%-6.65%7.06%-11.22%-7.53%-9.65%
20204.86%-5.51%-19.73%16.18%14.54%3.34%7.70%8.97%-2.62%-4.29%17.58%9.31%53.76%
201913.54%7.46%2.71%4.26%-2.81%5.19%3.64%-5.20%-0.76%-0.59%6.75%-0.51%37.52%
20189.25%-3.67%1.21%0.94%8.56%1.68%0.81%11.54%-1.85%-12.56%-2.31%-9.90%0.81%
20174.27%4.71%1.75%5.04%5.79%2.16%6.28%2.04%3.59%4.24%0.88%0.66%49.96%
20163.27%-3.75%0.94%-2.24%-1.92%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FINX is 56, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FINX is 5656
Overall Rank
The Sharpe Ratio Rank of FINX is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of FINX is 6363
Sortino Ratio Rank
The Omega Ratio Rank of FINX is 6060
Omega Ratio Rank
The Calmar Ratio Rank of FINX is 3737
Calmar Ratio Rank
The Martin Ratio Rank of FINX is 5656
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

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


Sharpe ratio
The chart of Sharpe ratio for FINX, currently valued at 1.31, compared to the broader market0.002.004.001.312.10
The chart of Sortino ratio for FINX, currently valued at 1.87, compared to the broader market-2.000.002.004.006.008.0010.001.872.80
The chart of Omega ratio for FINX, currently valued at 1.23, compared to the broader market0.501.001.502.002.503.001.231.39
The chart of Calmar ratio for FINX, currently valued at 0.57, compared to the broader market0.005.0010.0015.000.573.09
The chart of Martin ratio for FINX, currently valued at 5.19, compared to the broader market0.0020.0040.0060.0080.00100.005.1913.49
FINX
^GSPC

The current Global X FinTech ETF Sharpe ratio is 1.31. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Global X FinTech ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.31
2.10
FINX (Global X FinTech ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Global X FinTech ETF provided a 0.19% dividend yield over the last twelve months, with an annual payout of $0.06 per share.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.50$1.00$1.50$2.002017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017
Dividend$0.06$0.05$0.05$2.16$0.00$0.00$0.04$0.03

Dividend yield

0.19%0.21%0.27%5.40%0.00%0.00%0.18%0.11%

Monthly Dividends

The table displays the monthly dividend distributions for Global X FinTech 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$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.00$0.00$0.06
2023$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.00$0.00$0.05
2022$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.00$0.00$0.05
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.16$2.16
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.04$0.04
2017$0.03$0.03

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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-35.18%
-2.62%
FINX (Global X FinTech ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Global X FinTech 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 FinTech ETF was 63.53%, occurring on Oct 27, 2023. The portfolio has not yet recovered.

The current Global X FinTech ETF drawdown is 35.18%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-63.53%Oct 26, 2021505Oct 27, 2023
-40.98%Feb 20, 202023Mar 23, 202072Jul 6, 202095
-29.34%Sep 5, 201877Dec 24, 2018114Jun 10, 2019191
-21.61%Feb 17, 202161May 13, 2021114Oct 25, 2021175
-12.26%Jul 29, 201961Oct 22, 201956Jan 13, 2020117

Volatility

Volatility Chart

The current Global X FinTech ETF volatility is 7.04%, 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.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
7.04%
3.79%
FINX (Global X FinTech 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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