Global X S&P 500 Quarterly Tail Hedge UCITS ETF USD Accumulating (SPQH.DE)
SPQH.DE is a passive ETF by Global X tracking the investment results of the Cboe S&P 500 15% WHT Quarterly 9% (-3% to -12%) Buffer Protect. SPQH.DE launched on Feb 21, 2023 and has a 0.50% expense ratio.
ETF Info
ISIN | IE000EPX8KB7 |
---|---|
WKN | A3D4V8 |
Issuer | Global X |
Inception Date | Feb 21, 2023 |
Category | Options Trading |
Index Tracked | Cboe S&P 500 15% WHT Quarterly 9% (-3% to -12%) Buffer Protect |
Domicile | Ireland |
Distribution Policy | Accumulating |
Asset Class | Alternatives |
Expense Ratio
SPQH.DE has a high expense ratio of 0.50%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Global X S&P 500 Quarterly Tail Hedge UCITS ETF USD Accumulating, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Global X S&P 500 Quarterly Tail Hedge UCITS ETF USD Accumulating had a return of 5.54% year-to-date (YTD) and 10.19% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 5.54% | 10.00% |
1 month | -0.66% | 2.41% |
6 months | 5.67% | 16.70% |
1 year | 10.19% | 26.85% |
5 years (annualized) | N/A | 12.81% |
10 years (annualized) | N/A | 10.84% |
Monthly Returns
The table below presents the monthly returns of SPQH.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 2.86% | 2.19% | 0.82% | -0.74% | 5.54% | ||||||||
2023 | -0.24% | 0.68% | 0.38% | 4.16% | 0.67% | 1.52% | 1.79% | -1.41% | -1.86% | 1.23% | -0.17% | 6.82% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SPQH.DE is 56, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
SPQH.DE (Global X S&P 500 Quarterly Tail Hedge UCITS ETF USD Accumulating)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Global X S&P 500 Quarterly Tail Hedge UCITS ETF USD Accumulating (SPQH.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
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 S&P 500 Quarterly Tail Hedge UCITS ETF USD Accumulating. 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 S&P 500 Quarterly Tail Hedge UCITS ETF USD Accumulating was 5.33%, occurring on Oct 27, 2023. Recovery took 68 trading sessions.
The current Global X S&P 500 Quarterly Tail Hedge UCITS ETF USD Accumulating drawdown is 0.66%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-5.33% | Sep 15, 2023 | 31 | Oct 27, 2023 | 68 | Feb 5, 2024 | 99 |
-3.31% | Mar 6, 2023 | 6 | Mar 13, 2023 | 19 | Apr 11, 2023 | 25 |
-2.1% | Apr 15, 2024 | 9 | Apr 25, 2024 | — | — | — |
-1.92% | Jul 6, 2023 | 7 | Jul 14, 2023 | 7 | Jul 25, 2023 | 14 |
-1.62% | Apr 18, 2023 | 7 | Apr 26, 2023 | 8 | May 9, 2023 | 15 |
Volatility
Volatility Chart
The current Global X S&P 500 Quarterly Tail Hedge UCITS ETF USD Accumulating volatility is 1.80%, 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.