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Global X Lithium & Battery Tech ETF (LIT)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
US37954Y8553
CUSIP
37954Y855
Issuer
Global X
Inception Date
Jul 22, 2010
Region
Developed Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
Solactive Global Lithium Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Micro-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

Performance Chart

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


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S&P 500 Index

Returns By Period

Global X Lithium & Battery Tech ETF (LIT) has returned 14.63% so far this year and 92.83% over the past 12 months. Looking at the last ten years, LIT has achieved an annualized return of 14.87%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


Global X Lithium & Battery Tech ETF

1D
2.54%
1M
-1.39%
YTD
14.63%
6M
31.14%
1Y
92.83%
3Y*
6.29%
5Y*
5.25%
10Y*
14.87%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jul 23, 2010, LIT's average daily return is +0.04%, while the average monthly return is +0.87%. At this rate, your investment would double in approximately 6.7 years.

Historically, 52% of months were positive and 48% were negative. The best month was Nov 2020 with a return of +21.1%, while the worst month was Sep 2011 at -24.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, LIT closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +14.9%, while the worst single day was Mar 16, 2020 at -13.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20267.85%7.79%-1.39%14.63%
2025-0.71%0.62%-4.76%-5.57%-1.31%6.57%6.72%15.81%19.79%9.62%1.83%2.48%60.05%
2024-18.63%11.12%-1.67%-3.25%-0.82%-10.14%0.93%-3.22%14.98%-0.53%3.09%-8.49%-19.19%
202320.66%-9.84%-0.33%-5.22%1.01%7.22%2.54%-11.11%-6.90%-13.47%-0.15%7.62%-12.18%
2022-7.31%-0.32%-1.33%-14.96%12.45%-1.26%2.44%-0.83%-10.41%1.10%3.94%-14.85%-29.91%
20215.96%-7.35%-3.79%8.78%4.48%9.11%14.93%2.75%-4.22%12.14%1.18%-9.04%36.74%

Benchmark Metrics

Global X Lithium & Battery Tech ETF has an annualized alpha of -3.74%, beta of 1.13, and R² of 0.46 versus S&P 500 Index. Calculated based on daily prices since July 26, 2010.

  • This ETF participated in 133.97% of S&P 500 Index downside but only 108.12% of its upside — more exposed to losses than it benefited from rallies.
  • R² of 0.46 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

Alpha
-3.74%
Beta
1.13
0.46
Upside Capture
108.12%
Downside Capture
133.97%

Expense Ratio

LIT has an expense ratio of 0.75%, placing it in the medium range.


Return for Risk

Risk / Return Rank

LIT ranks 96 for risk / return — in the top 96% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


LIT Risk / Return Rank: 9696
Overall Rank
LIT Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
LIT Sortino Ratio Rank: 9696
Sortino Ratio Rank
LIT Omega Ratio Rank: 9494
Omega Ratio Rank
LIT Calmar Ratio Rank: 9797
Calmar Ratio Rank
LIT Martin Ratio Rank: 9797
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 Lithium & Battery Tech ETF (LIT) and compare them to a chosen benchmark (S&P 500 Index).


LITBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.70

0.90

+1.81

Sortino ratio

Return per unit of downside risk

3.28

1.39

+1.89

Omega ratio

Gain probability vs. loss probability

1.44

1.21

+0.23

Calmar ratio

Return relative to maximum drawdown

5.00

1.40

+3.61

Martin ratio

Return relative to average drawdown

19.45

6.61

+12.84

Explore LIT risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Global X Lithium & Battery Tech ETF provided a 0.42% dividend yield over the last twelve months, with an annual payout of $0.31 per share.


0.00%0.50%1.00%1.50%2.00%2.50%3.00%3.50%$0.00$0.20$0.40$0.60$0.80$1.00$1.2020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.31$0.31$0.38$0.57$0.58$0.18$0.25$0.51$0.68$1.26$0.52$0.05

Dividend yield

0.42%0.49%0.93%1.11%0.99%0.22%0.40%1.85%2.52%3.26%2.15%0.24%

Monthly Dividends

The table displays the monthly dividend distributions for Global X Lithium & Battery Tech ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.14$0.00$0.00$0.00$0.00$0.00$0.18$0.31
2024$0.00$0.00$0.00$0.00$0.00$0.25$0.00$0.00$0.00$0.00$0.00$0.13$0.38
2023$0.00$0.00$0.00$0.00$0.00$0.21$0.00$0.00$0.00$0.00$0.00$0.36$0.57
2022$0.00$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.00$0.52$0.58
2021$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.00$0.00$0.15$0.18

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 Lithium & Battery Tech 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 Lithium & Battery Tech ETF was 65.91%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current Global X Lithium & Battery Tech ETF drawdown is 19.86%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-65.91%Nov 9, 2021856Apr 8, 2025
-61.91%Jan 4, 20111285Feb 11, 20161170Oct 5, 20202455
-25.78%Feb 17, 202126Mar 24, 202172Jul 7, 202198
-9.57%Sep 16, 202113Oct 4, 202110Oct 18, 202123
-9.57%Jan 8, 202115Jan 29, 202111Feb 16, 202126

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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