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Issuer
Global X
Inception Date
Nov 16, 2021
Leveraged
1x (No leverage)
Index Tracked
Global X FinTech UCITS ETF USD Acc
Distribution Policy
Accumulating
Asset Class
Equity

Share Price Chart


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Performance

FINX.L Performance Chart

Global X FinTech UCITS ETF USD Acc (FINX.L) is down 11.9% since the beginning of the year. FINX.L is currently trading at $8 per share.


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S&P 500 Index

Returns By Period

Global X FinTech UCITS ETF USD Acc (FINX.L) has returned -11.90% so far this year and -23.33% over the past 12 months.


Global X FinTech UCITS ETF USD Acc

1D
-0.47%
1M
4.33%
6M
-11.90%
YTD
-11.90%
1Y
-23.33%
3Y*
2.93%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.38%
1M
0.24%
6M
9.32%
YTD
10.62%
1Y
21.28%
3Y*
18.90%
5Y*
11.84%
10Y*
13.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FINX.L Monthly Returns History

Based on dividend-adjusted daily data since Nov 16, 2021, FINX.L's average daily return is -0.03%, while the average monthly return is -0.68%.

Historically, 42% of months were positive and 58% were negative. The best month was Nov 2023 with a return of +19.3%, while the worst month was Jan 2022 at -17.2%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 8 months.

On a daily basis, FINX.L closed higher 48% of trading days. The best single day was Feb 2, 2023 with a return of +8.1%, while the worst single day was Jan 24, 2022 at -8.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-9.66%-9.03%-7.18%11.39%4.04%-5.83%5.81%-11.90%
20256.16%-9.70%-10.11%2.46%9.37%11.29%1.69%-1.85%-1.69%-1.05%-7.16%-2.92%-5.95%
2024-6.03%7.47%5.98%-10.01%-1.15%1.03%5.51%3.03%2.94%3.78%16.98%-6.60%22.04%
202315.66%-4.37%-1.22%-0.77%-1.40%8.35%12.06%-11.41%-7.61%-8.24%19.34%17.51%36.70%
2022-17.16%-3.07%0.20%-15.10%-7.79%-15.76%13.02%-1.99%-11.89%3.07%-8.04%-3.88%-52.82%
2021-10.16%-6.95%-16.40%

Benchmark Metrics

Global X FinTech UCITS ETF USD Acc has an annualized alpha of -17.88%, beta of 0.85, and R2 of 0.22 versus S&P 500 Index. Calculated based on daily prices since November 16, 2021.

  • This ETF participated in 174.48% of S&P 500 Index downside but only 92.54% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.22 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-17.88%
Beta
0.85
0.22
Upside Capture
92.54%
Downside Capture
174.48%

Return for Risk

Risk / Return Rank

FINX.L ranks 4 for risk / return — in the bottom 4% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


FINX.L Risk / Return Rank: 44
Overall Rank
FINX.L Sharpe Ratio Rank: 33
Sharpe Ratio Rank
FINX.L Sortino Ratio Rank: 33
Sortino Ratio Rank
FINX.L Omega Ratio Rank: 33
Omega Ratio Rank
FINX.L Calmar Ratio Rank: 44
Calmar Ratio Rank
FINX.L Martin Ratio Rank: 44
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Global X FinTech UCITS ETF USD Acc (FINX.L) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FINX.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.48

Sortino ratioReturn per unit of downside risk

-3.33

Omega ratioGain probability vs. loss probability

0.88

1.31

-0.43

Calmar ratioReturn relative to maximum drawdown

-0.63

2.35

-2.98

Martin ratioReturn relative to average drawdown

-1.04

10.19

-11.23

Dividends

Dividend History


Global X FinTech UCITS ETF USD Acc doesn't pay dividends

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Global X FinTech UCITS ETF USD Acc. 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 UCITS ETF USD Acc was 62.08%, occurring on Oct 30, 2023. The portfolio has not yet recovered.

The current Global X FinTech UCITS ETF USD Acc drawdown is 45.48%.


Drawdown

Fall

Recovery

Underwater

Related event

-62.08%Oct 2023
1y 11mo
4y 8moNov 2021 - now

Drawdown Indicators


FINX.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-62.08%

-56.78%

-5.30%

Max Drawdown (1Y)

Largest decline over 1 year

-36.51%

-9.10%

-27.41%

Max Drawdown (3Y)

Largest decline over 3 years

-36.51%

-18.90%

-17.61%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-45.48%

-0.49%

-44.99%

Average Drawdown

Average peak-to-trough decline

-44.53%

-10.70%

-33.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

22.04%

2.09%

+19.95%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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