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Issuer
Global X
Inception Date
Nov 2, 2021
Leveraged
1x (No leverage)
Index Tracked
Global X U.S. Infrastructure Development UCITS ETF USD Dis
Distribution Policy
Distributing
Asset Class
Equity

Share Price Chart


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Performance

PAVG.L Performance Chart

Global X U.S. Infrastructure Development UCITS ETF USD Dis (PAVG.L) is up 15.2% since the beginning of the year. PAVG.L is currently trading at £38 per share.


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S&P 500 Index

Returns By Period

Global X U.S. Infrastructure Development UCITS ETF USD Dis (PAVG.L) has returned 15.20% so far this year and 24.73% over the past 12 months.


Global X U.S. Infrastructure Development UCITS ETF USD Dis

1D
-1.72%
1M
-3.88%
6M
10.56%
YTD
15.20%
1Y
24.73%
3Y*
20.28%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.66%
1M
-0.64%
6M
8.66%
YTD
10.17%
1Y
19.99%
3Y*
17.60%
5Y*
12.23%
10Y*
13.06%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PAVG.L Monthly Returns History

Based on dividend-adjusted daily data since Nov 2, 2021, PAVG.L's average daily return is +0.05%, while the average monthly return is +1.00%. At this rate, an investment would double in approximately 5.8 years.

Historically, 58% of months were positive and 42% were negative. The best month was Jul 2022 with a return of +14.0%, while the worst month was Nov 2021 at -25.6%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.

On a daily basis, PAVG.L closed higher 53% of trading days. The best single day was Nov 6, 2024 with a return of +8.0%, while the worst single day was Nov 4, 2021 at -25.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.98%10.73%-7.20%9.29%1.21%5.71%-5.99%15.20%
20256.11%-7.55%-9.00%-1.55%8.16%3.67%8.26%-0.35%2.36%4.55%-0.24%-0.96%12.40%
20240.21%9.16%5.89%-4.13%-1.05%-1.43%5.81%-4.79%3.18%4.69%12.73%-10.08%19.47%
20235.13%4.79%-5.79%-4.13%0.35%12.48%1.90%1.75%-1.98%-5.43%4.82%10.08%24.53%
2022-8.65%3.74%8.58%-1.86%-4.77%-7.89%14.02%3.55%-5.17%7.70%1.26%-3.26%4.64%
2021-25.61%1.90%-24.19%

Benchmark Metrics

Global X U.S. Infrastructure Development UCITS ETF USD Dis has an annualized alpha of 7.59%, beta of 0.47, and R2 of 0.11 versus S&P 500 Index. Calculated based on daily prices since November 02, 2021.

  • This ETF participated in 110.30% of S&P 500 Index downside but only 106.31% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.47 may look defensive, but with R2 of 0.11 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.11 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
7.59%
Beta
0.47
0.11
Upside Capture
106.31%
Downside Capture
110.30%

Expense Ratio

PAVG.L has an expense ratio of 0.47%, placing it in the medium range.


Return for Risk

Risk / Return Rank

PAVG.L ranks 59 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


PAVG.L Risk / Return Rank: 5959
Overall Rank
PAVG.L Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
PAVG.L Sortino Ratio Rank: 5959
Sortino Ratio Rank
PAVG.L Omega Ratio Rank: 5050
Omega Ratio Rank
PAVG.L Calmar Ratio Rank: 6767
Calmar Ratio Rank
PAVG.L Martin Ratio Rank: 6262
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 U.S. Infrastructure Development UCITS ETF USD Dis (PAVG.L) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PAVG.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.09

Sortino ratioReturn per unit of downside risk

+0.04

Omega ratioGain probability vs. loss probability

1.26

1.31

-0.05

Calmar ratioReturn relative to maximum drawdown

2.71

2.50

+0.21

Martin ratioReturn relative to average drawdown

8.77

9.11

-0.34

Dividends

Dividend History

Global X U.S. Infrastructure Development UCITS ETF USD Dis provided a 0.39% dividend yield over the last twelve months, with an annual payout of £0.15 per share. The fund has been increasing its distributions for 2 consecutive years.


0.30%0.35%0.40%0.45%0.50%0.55%£0.00£0.05£0.10£0.152022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
Dividend£0.15£0.14£0.12£0.08£0.12

Dividend yield

0.39%0.43%0.41%0.31%0.58%

Monthly Dividends

The table displays the monthly dividend distributions for Global X U.S. Infrastructure Development UCITS ETF USD Dis. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026£0.07£0.00£0.00£0.00£0.00£0.00£0.00£0.07
2025£0.06£0.00£0.00£0.00£0.00£0.00£0.08£0.00£0.00£0.00£0.00£0.00£0.14
2024£0.06£0.00£0.00£0.00£0.00£0.00£0.06£0.00£0.00£0.00£0.00£0.00£0.12
2023£0.00£0.00£0.00£0.00£0.00£0.00£0.08£0.00£0.00£0.00£0.00£0.00£0.08
2022£0.04£0.00£0.00£0.00£0.00£0.00£0.07£0.12

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 U.S. Infrastructure Development UCITS ETF USD Dis. 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 U.S. Infrastructure Development UCITS ETF USD Dis was 34.28%, occurring on Jun 22, 2022. Recovery took 408 trading sessions.

The current Global X U.S. Infrastructure Development UCITS ETF USD Dis drawdown is 7.75%.


Drawdown

Fall

Recovery

Underwater

Related event

-34.28%Jun 2022
7mo 20d1y 7mo
2y 3moNov 2021 - Feb 2024
Bear market2022
-28.81%Apr 2025
4mo 12d6mo 20d
11mo 2dNov 2024 - Oct 2025
2025 selloff2025
-10.75%Sep 2024
5mo 7d1mo 4d
6mo 11dApr 2024 - Oct 2024
-10.14%Mar 2026
17d1mo 4d
1mo 21dMar 2026 - Apr 2026
-7.75%Jul 2026
20d
20dJun 2026 - now

Drawdown Indicators


PAVG.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-34.28%

-37.07%

+2.79%

Max Drawdown (1Y)

Largest decline over 1 year

-10.14%

-8.03%

-2.11%

Max Drawdown (3Y)

Largest decline over 3 years

-28.81%

-22.15%

-6.66%

Max Drawdown (5Y)

Largest decline over 5 years

-22.15%

Max Drawdown (10Y)

Largest decline over 10 years

-26.01%

Current Drawdown

Current decline from peak

-7.75%

-1.42%

-6.33%

Average Drawdown

Average peak-to-trough decline

-11.99%

-5.29%

-6.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.14%

2.20%

+0.94%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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