Global X Lithium & Battery Tech ETF (LIT)
LIT is a passive ETF by Global X tracking the investment results of the Solactive Global Lithium Index. LIT launched on Jul 22, 2010 and has a 0.75% expense ratio.
ETF Info
| ISIN | US37954Y8553 |
|---|---|
| CUSIP | 37954Y855 |
| Issuer | Global X |
| Inception Date | Jul 22, 2010 |
| Region | Developed Markets (Broad) |
| Category | Commodity Producers Equities |
| Index Tracked | Solactive Global Lithium Index |
| ETF Home Page | www.globalxetfs.com |
| Asset Class | Equity |
Asset Class Size | Micro-Cap |
Asset Class Style | Blend |
Expense Ratio
The Global X Lithium & Battery Tech ETF has a high expense ratio of 0.75%, indicating higher-than-average management fees.
Share Price Chart
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Performance
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.
Compare to other instruments
Popular comparisons: LIT vs. BATT, LIT vs. ICLN, LIT vs. ALB, LIT vs. URA, LIT vs. MTUM, LIT vs. VCR, LIT vs. MLPX, LIT vs. SOXX, LIT vs. VHT, LIT vs. MTDR
Return
Global X Lithium & Battery Tech ETF had a return of -17.32% year-to-date (YTD) and -29.41% in the last 12 months. Over the past 10 years, Global X Lithium & Battery Tech ETF had an annualized return of 8.20%, while the S&P 500 had an annualized return of 9.87%, indicating that Global X Lithium & Battery Tech ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -17.32% | 19.67% |
| 1 month | 2.20% | 8.42% |
| 6 months | -23.49% | 7.29% |
| 1 year | -29.41% | 12.71% |
| 5 years (annualized) | 10.46% | 10.75% |
| 10 years (annualized) | 8.20% | 9.87% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 1.01% | 7.22% | 2.54% | -11.11% | -6.90% | -13.47% | -0.15% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for Global X Lithium & Battery Tech ETF (LIT) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
LIT Global X Lithium & Battery Tech ETF | -1.17 | ||||
^GSPC S&P 500 | 0.91 |
Dividend History
Global X Lithium & Battery Tech ETF granted a 1.50% dividend yield in the last twelve months. The annual payout for that period amounted to $0.72 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.72 | $0.58 | $0.18 | $0.25 | $0.51 | $0.68 | $1.26 | $0.52 | $0.05 | $0.24 | $0.08 | $0.69 |
Dividend yield | 1.50% | 0.99% | 0.22% | 0.40% | 1.85% | 2.52% | 3.26% | 2.15% | 0.24% | 1.07% | 0.32% | 2.42% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 |
| 2013 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 |
| 2012 | $0.69 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 61.91%, occurring on Feb 11, 2016. Recovery took 1170 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.91% | Jan 4, 2011 | 1285 | Feb 11, 2016 | 1170 | Oct 5, 2020 | 2455 |
| -50.2% | Nov 9, 2021 | 498 | Nov 1, 2023 | — | — | — |
| -25.78% | Feb 17, 2021 | 26 | Mar 24, 2021 | 72 | Jul 7, 2021 | 98 |
| -9.57% | Sep 16, 2021 | 13 | Oct 4, 2021 | 10 | Oct 18, 2021 | 23 |
| -9.57% | Jan 8, 2021 | 15 | Jan 29, 2021 | 11 | Feb 16, 2021 | 26 |
Volatility Chart
The current Global X Lithium & Battery Tech ETF volatility is 8.27%, 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.