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

ETF Info

ISINUS37954Y8553
CUSIP37954Y855
IssuerGlobal X
Inception DateJul 22, 2010
RegionDeveloped Markets (Broad)
CategoryCommodity Producers Equities
Index TrackedSolactive Global Lithium Index
Home Pagewww.globalxetfs.com
Asset ClassEquity

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.


0.50%1.00%1.50%2.00%0.75%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds to compare with LIT

Global X Lithium & Battery Tech ETF

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. MTDR, LIT vs. SOXX, LIT vs. VHT

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.


0.00%100.00%200.00%300.00%400.00%OctoberNovemberDecember2024FebruaryMarch
68.95%
375.98%
LIT (Global X Lithium & Battery Tech ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

Global X Lithium & Battery Tech ETF had a return of -10.88% year-to-date (YTD) and -25.12% in the last 12 months. Over the past 10 years, Global X Lithium & Battery Tech ETF had an annualized return of 6.84%, while the S&P 500 had an annualized return of 10.96%, indicating that Global X Lithium & Battery Tech ETF did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-10.88%10.04%
1 month4.27%3.53%
6 months-15.08%22.79%
1 year-25.12%32.16%
5 years (annualized)11.00%13.15%
10 years (annualized)6.84%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-18.63%11.12%
2023-11.11%-6.90%-13.47%-0.15%7.62%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Global X Lithium & Battery Tech ETF (LIT) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
LIT
Global X Lithium & Battery Tech ETF
-0.90
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Global X Lithium & Battery Tech ETF Sharpe ratio is -0.90. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-2.00-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
-0.90
2.76
LIT (Global X Lithium & Battery Tech ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Global X Lithium & Battery Tech ETF granted a 1.24% dividend yield in the last twelve months. The annual payout for that period amounted to $0.57 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.57$0.57$0.58$0.18$0.25$0.51$0.68$1.26$0.52$0.05$0.24$0.08

Dividend yield

1.24%1.11%0.99%0.22%0.40%1.85%2.52%3.26%2.15%0.24%1.07%0.32%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
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
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$0.08

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-51.82%
0
LIT (Global X Lithium & Battery Tech ETF)
Benchmark (^GSPC)

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.

The current Global X Lithium & Battery Tech ETF drawdown is 51.82%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.91%Jan 4, 20111285Feb 11, 20161170Oct 5, 20202455
-58.13%Nov 9, 2021562Feb 5, 2024
-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 current Global X Lithium & Battery Tech ETF volatility is 10.63%, 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%12.00%OctoberNovemberDecember2024FebruaryMarch
10.63%
2.82%
LIT (Global X Lithium & Battery Tech ETF)
Benchmark (^GSPC)