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Global X Lithium & Battery Tech ETF (LIT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US37954Y8553

CUSIP

37954Y855

Issuer

Global X

Inception Date

Jul 22, 2010

Region

Developed Markets (Broad)

Leveraged

1x

Index Tracked

Solactive Global Lithium Index

Asset Class

Equity

Asset Class Size

Micro-Cap

Asset Class Style

Blend

Expense Ratio

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


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.


Performance

Performance Chart


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Returns By Period

Global X Lithium & Battery Tech ETF (LIT) returned -5.00% year-to-date (YTD) and -12.95% over the past 12 months. Over the past 10 years, LIT returned 5.73% annually, underperforming the S&P 500 benchmark at 10.79%.


LIT

YTD

-5.00%

1M

8.97%

6M

-13.12%

1Y

-12.95%

5Y*

10.11%

10Y*

5.73%

^GSPC (Benchmark)

YTD

0.60%

1M

9.64%

6M

-0.54%

1Y

11.47%

5Y*

15.67%

10Y*

10.79%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-0.71%0.62%-4.76%-5.57%5.73%-5.00%
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%9.12%14.93%2.75%-4.22%12.14%1.18%-9.04%36.74%
20205.05%-2.40%-22.55%17.00%12.36%11.47%13.46%9.50%1.86%7.69%21.08%18.69%127.88%
20195.49%5.17%-5.45%-2.44%-10.83%6.88%-0.84%-9.66%4.28%2.17%2.09%8.67%3.27%
2018-3.15%-8.84%-3.62%0.21%0.57%-2.17%0.03%-1.32%2.65%-8.10%3.67%-11.87%-28.63%
20178.90%-2.15%8.20%2.06%3.90%-2.65%6.58%9.02%10.94%4.81%1.73%0.35%64.19%
2016-10.15%4.60%13.77%5.82%6.73%3.01%-0.28%-1.69%0.73%-2.43%2.20%1.20%23.96%
2015-1.62%8.77%-5.29%11.12%-0.28%-7.84%-10.50%-8.83%-1.17%11.52%-2.17%-0.65%-9.53%
2014-4.90%12.61%-1.94%-4.17%1.80%2.06%-0.74%1.66%-9.36%-3.05%-0.89%-5.90%-13.54%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of LIT is 7, meaning it’s performing worse than 93% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of LIT is 77
Overall Rank
The Sharpe Ratio Rank of LIT is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of LIT is 66
Sortino Ratio Rank
The Omega Ratio Rank of LIT is 77
Omega Ratio Rank
The Calmar Ratio Rank of LIT is 88
Calmar Ratio Rank
The Martin Ratio Rank of LIT is 66
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 Lithium & Battery Tech ETF (LIT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Global X Lithium & Battery Tech ETF Sharpe ratios as of May 16, 2025 (values are recalculated daily):

  • 1-Year: -0.40
  • 5-Year: 0.31
  • 10-Year: 0.19
  • All Time: 0.09

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Global X Lithium & Battery Tech ETF compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Global X Lithium & Battery Tech ETF provided a 0.98% dividend yield over the last twelve months, with an annual payout of $0.38 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$1.2020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.38$0.38$0.57$0.58$0.18$0.25$0.51$0.68$1.26$0.52$0.05$0.24

Dividend yield

0.98%0.93%1.11%0.99%0.22%0.40%1.85%2.52%3.26%2.15%0.24%1.07%

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
2025$0.00$0.00$0.00$0.00$0.00$0.00
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
2020$0.00$0.00$0.00$0.00$0.00$0.16$0.00$0.00$0.00$0.00$0.00$0.09$0.25
2019$0.00$0.00$0.00$0.00$0.00$0.22$0.00$0.00$0.00$0.00$0.00$0.28$0.51
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.68$0.68
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.26$1.26
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.52$0.52
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.05$0.05
2014$0.24$0.24

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 58.50%.


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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