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SP Funds S&P Global Technology ETF (SPTE)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

Issuer
SP Funds
Inception Date
Nov 30, 2023
Leveraged
1x (No leverage)
Index Tracked
S&P Global 1200 Shariah Information Technology Capped Index - Benchmark TR Gross
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in SP Funds S&P Global Technology ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

SP Funds S&P Global Technology ETF (SPTE) has returned -1.45% so far this year and 38.49% over the past 12 months.


SP Funds S&P Global Technology ETF

1D
4.49%
1M
-6.88%
YTD
-1.45%
6M
1.70%
1Y
38.49%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Dec 1, 2023, SPTE's average daily return is +0.11%, while the average monthly return is +2.13%. At this rate, your investment would double in approximately 2.7 years.

Historically, 75% of months were positive and 25% were negative. The best month was Jun 2025 with a return of +9.6%, while the worst month was Mar 2025 at -7.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 2 months.

On a daily basis, SPTE closed higher 57% of trading days. The best single day was Apr 9, 2025 with a return of +13.4%, while the worst single day was Jan 27, 2025 at -6.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.37%1.40%-6.88%-1.45%
20251.33%-3.77%-7.77%2.56%9.49%9.58%1.28%0.56%8.66%6.54%-4.22%1.13%26.37%
20244.76%8.38%2.01%-5.38%7.98%8.44%-2.18%1.75%0.36%-1.03%3.33%1.67%33.28%
20235.24%5.24%

Benchmark Metrics

SP Funds S&P Global Technology ETF has an annualized alpha of 3.93%, beta of 1.44, and R² of 0.76 versus S&P 500 Index. Calculated based on daily prices since December 04, 2023.

  • This ETF captured 138.65% of S&P 500 Index gains but only 87.62% of its losses — a favorable profile for investors.
  • This ETF generated an annualized alpha of 3.93% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

Alpha
3.93%
Beta
1.44
0.76
Upside Capture
138.65%
Downside Capture
87.62%

Expense Ratio

SPTE has an expense ratio of 0.55%, placing it in the medium range.


Return for Risk

Risk / Return Rank

SPTE ranks 80 for risk / return — better than 80% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


SPTE Risk / Return Rank: 8080
Overall Rank
SPTE Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
SPTE Sortino Ratio Rank: 8080
Sortino Ratio Rank
SPTE Omega Ratio Rank: 7474
Omega Ratio Rank
SPTE Calmar Ratio Rank: 8686
Calmar Ratio Rank
SPTE Martin Ratio Rank: 8282
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 SP Funds S&P Global Technology ETF (SPTE) and compare them to a chosen benchmark (S&P 500 Index).


SPTEBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.43

0.90

+0.54

Sortino ratio

Return per unit of downside risk

2.10

1.39

+0.72

Omega ratio

Gain probability vs. loss probability

1.28

1.21

+0.07

Calmar ratio

Return relative to maximum drawdown

2.69

1.40

+1.29

Martin ratio

Return relative to average drawdown

9.53

6.61

+2.92

Explore SPTE risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

SP Funds S&P Global Technology ETF provided a 0.97% dividend yield over the last twelve months, with an annual payout of $0.34 per share.


0.50%0.60%0.70%0.80%0.90%1.00%$0.00$0.05$0.10$0.15$0.20$0.25$0.30$0.3520242025
Dividends
Dividend Yield
PeriodTTM20252024
Dividend$0.34$0.34$0.13

Dividend yield

0.97%0.96%0.48%

Monthly Dividends

The table displays the monthly dividend distributions for SP Funds S&P Global Technology ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.01$0.01$0.01$0.02
2025$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.26$0.34
2024$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.07$0.13

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 SP Funds S&P Global Technology 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 SP Funds S&P Global Technology ETF was 25.55%, occurring on Apr 8, 2025. Recovery took 45 trading sessions.

The current SP Funds S&P Global Technology ETF drawdown is 9.93%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-25.55%Jan 23, 202553Apr 8, 202545Jun 12, 202598
-18.15%Jul 11, 202418Aug 5, 202493Dec 16, 2024111
-13.8%Feb 26, 202623Mar 30, 2026
-12.06%Mar 8, 202430Apr 19, 202425May 24, 202455
-10.08%Oct 30, 202517Nov 21, 202537Jan 16, 202654

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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