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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

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.


Popular comparisons:
LIT vs. BATT LIT vs. ICLN LIT vs. ALB LIT vs. URA LIT vs. VCR LIT vs. MTUM LIT vs. MLPX LIT vs. MTDR LIT vs. SOXX LIT vs. DRIV
Popular comparisons:
LIT vs. BATT LIT vs. ICLN LIT vs. ALB LIT vs. URA LIT vs. VCR LIT vs. MTUM LIT vs. MLPX LIT vs. MTDR LIT vs. SOXX LIT vs. DRIV

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.


-20.00%-10.00%0.00%10.00%JuneJulyAugustSeptemberOctoberNovember
1.69%
11.50%
LIT (Global X Lithium & Battery Tech ETF)
Benchmark (^GSPC)

Returns By Period

Global X Lithium & Battery Tech ETF had a return of -10.55% year-to-date (YTD) and -7.18% in the last 12 months. Over the past 10 years, Global X Lithium & Battery Tech ETF had an annualized return of 7.94%, while the S&P 500 had an annualized return of 11.13%, indicating that Global X Lithium & Battery Tech ETF did not perform as well as the benchmark.


LIT

YTD

-10.55%

1M

6.84%

6M

1.68%

1Y

-7.18%

5Y (annualized)

13.64%

10Y (annualized)

7.94%

^GSPC (Benchmark)

YTD

24.05%

1M

1.08%

6M

11.50%

1Y

30.38%

5Y (annualized)

13.77%

10Y (annualized)

11.13%

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
2024-18.63%11.12%-1.67%-3.25%-0.82%-10.14%0.93%-3.22%14.98%-0.53%-10.55%
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%
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%5.16%-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%11.13%-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%
20132.72%-1.63%-5.79%-6.44%-1.72%-9.77%1.83%-1.04%16.96%-2.91%-2.08%2.68%-9.12%

Expense Ratio

LIT features an expense ratio of 0.75%, falling within the medium range.


Expense ratio chart for LIT: current value at 0.75% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.75%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of LIT is 4, indicating that it is in the bottom 4% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of LIT is 44
Combined Rank
The Sharpe Ratio Rank of LIT is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of LIT is 55
Sortino Ratio Rank
The Omega Ratio Rank of LIT is 55
Omega Ratio Rank
The Calmar Ratio Rank of LIT is 44
Calmar Ratio Rank
The Martin Ratio Rank of LIT is 55
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.


Sharpe ratio
The chart of Sharpe ratio for LIT, currently valued at -0.25, compared to the broader market0.002.004.00-0.252.46
The chart of Sortino ratio for LIT, currently valued at -0.15, compared to the broader market-2.000.002.004.006.008.0010.0012.00-0.153.31
The chart of Omega ratio for LIT, currently valued at 0.98, compared to the broader market0.501.001.502.002.503.000.981.46
The chart of Calmar ratio for LIT, currently valued at -0.13, compared to the broader market0.005.0010.0015.00-0.133.55
The chart of Martin ratio for LIT, currently valued at -0.46, compared to the broader market0.0020.0040.0060.0080.00100.00-0.4615.76
LIT
^GSPC

The current Global X Lithium & Battery Tech ETF Sharpe ratio is -0.25. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Global X Lithium & Battery Tech ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio-2.00-1.000.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
-0.25
2.46
LIT (Global X Lithium & Battery Tech ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Global X Lithium & Battery Tech ETF provided a 1.34% dividend yield over the last twelve months, with an annual payout of $0.61 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$1.2020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.61$0.57$0.58$0.18$0.25$0.51$0.68$1.26$0.52$0.05$0.24$0.08

Dividend yield

1.34%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.25$0.00$0.00$0.00$0.00$0.00$0.25
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$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.24$0.24
2013$0.08$0.08

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.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-51.65%
-1.40%
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 62.61%, occurring on Sep 6, 2024. The portfolio has not yet recovered.

The current Global X Lithium & Battery Tech ETF drawdown is 51.65%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.61%Nov 9, 2021710Sep 6, 2024
-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 current Global X Lithium & Battery Tech ETF volatility is 10.59%, 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%14.00%JuneJulyAugustSeptemberOctoberNovember
10.59%
4.07%
LIT (Global X Lithium & Battery Tech ETF)
Benchmark (^GSPC)