Global X SuperDividend REIT ETF (SRET)
SRET is a passive ETF by Global X tracking the investment results of the Solactive Global SuperDividend REIT Index. SRET launched on Mar 17, 2015 and has a 0.58% expense ratio.
ETF Info
US37950E1275
37950E127
Mar 17, 2015
North America (U.S.)
1x
Solactive Global SuperDividend REIT Index
Multi-Cap
Blend
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 SuperDividend REIT ETF, 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 SuperDividend REIT ETF had a return of 2.26% year-to-date (YTD) and 13.84% in the last 12 months.
SRET
2.26%
-1.92%
10.95%
13.84%
-7.26%
N/A
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of SRET, 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 | -6.69% | -2.92% | 3.36% | -4.49% | 3.80% | 0.47% | 7.10% | 5.18% | 2.23% | -3.64% | 2.26% | ||
| 2023 | 11.48% | -4.51% | -4.60% | -0.16% | -2.85% | 3.67% | 5.00% | -2.99% | -6.41% | -6.43% | 10.09% | 9.52% | 9.85% |
| 2022 | -3.47% | -3.50% | 4.78% | -4.49% | -0.12% | -6.73% | 9.63% | -6.07% | -15.49% | 5.39% | 6.31% | -3.44% | -18.24% |
| 2021 | -0.11% | 5.00% | 3.46% | 6.00% | -0.50% | -0.21% | -0.20% | 0.92% | -3.06% | 3.80% | -6.55% | 5.39% | 14.00% |
| 2020 | -0.00% | -9.30% | -52.22% | 12.41% | 1.37% | 7.67% | -0.02% | 3.21% | -0.67% | -2.74% | 14.69% | 4.30% | -36.60% |
| 2019 | 12.23% | -2.06% | 2.03% | 1.39% | -3.61% | 3.10% | 0.37% | -2.01% | 5.18% | 2.83% | 0.41% | 1.64% | 22.69% |
| 2018 | -3.35% | -6.46% | 3.63% | 2.26% | 4.31% | 1.81% | 2.02% | 2.03% | -2.76% | -2.85% | 2.05% | -7.47% | -5.53% |
| 2017 | 1.81% | 2.20% | 2.00% | 2.06% | -0.35% | 1.98% | 1.85% | 1.18% | 0.46% | -0.89% | 1.85% | 2.44% | 17.84% |
| 2016 | -6.33% | 7.50% | 9.83% | 1.43% | 2.76% | 6.73% | 4.01% | -1.07% | -0.76% | -3.02% | -1.90% | 2.05% | 21.98% |
| 2015 | -0.32% | -1.10% | -2.09% | -4.92% | 1.18% | -5.77% | -0.66% | 2.36% | 0.64% | -2.04% | -12.28% |
Expense Ratio
SRET features an expense ratio of 0.58%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SRET is 24, indicating that it is in the bottom 24% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Global X SuperDividend REIT ETF (SRET) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Global X SuperDividend REIT ETF provided a 8.03% dividend yield over the last twelve months, with an annual payout of $1.70 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.70 | $1.60 | $1.80 | $1.81 | $2.38 | $3.59 | $3.47 | $3.84 | $3.11 | $2.94 |
Dividend yield | 8.03% | 7.21% | 8.30% | 6.33% | 8.92% | 7.77% | 8.53% | 8.23% | 7.22% | 7.76% |
Monthly Dividends
The table displays the monthly dividend distributions for Global X SuperDividend REIT ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.13 | $0.14 | $0.14 | $0.14 | $0.15 | $0.15 | $0.15 | $0.16 | $0.16 | $0.16 | $1.44 | |
| 2023 | $0.00 | $0.14 | $0.14 | $0.14 | $0.14 | $0.14 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.26 | $1.60 |
| 2022 | $0.00 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.30 | $1.80 |
| 2021 | $0.00 | $0.16 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.30 | $1.81 |
| 2020 | $0.00 | $0.30 | $0.30 | $0.20 | $0.20 | $0.18 | $0.17 | $0.17 | $0.17 | $0.17 | $0.17 | $0.33 | $2.38 |
| 2019 | $0.00 | $0.29 | $0.29 | $0.29 | $0.29 | $0.29 | $0.30 | $0.30 | $0.30 | $0.30 | $0.30 | $0.61 | $3.59 |
| 2018 | $0.00 | $0.28 | $0.28 | $0.28 | $0.29 | $0.29 | $0.29 | $0.29 | $0.29 | $0.29 | $0.29 | $0.59 | $3.47 |
| 2017 | $0.00 | $0.28 | $0.28 | $0.28 | $0.28 | $0.28 | $0.28 | $0.28 | $0.28 | $0.28 | $0.28 | $1.07 | $3.84 |
| 2016 | $0.00 | $0.31 | $0.10 | $0.09 | $0.28 | $0.28 | $0.28 | $0.28 | $0.28 | $0.28 | $0.28 | $0.63 | $3.11 |
| 2015 | $0.31 | $0.31 | $0.31 | $0.31 | $0.31 | $0.31 | $0.31 | $0.76 | $2.94 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Global X SuperDividend REIT 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 SuperDividend REIT ETF was 66.98%, occurring on Apr 3, 2020. The portfolio has not yet recovered.
The current Global X SuperDividend REIT ETF drawdown is 35.72%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.98% | Feb 21, 2020 | 31 | Apr 3, 2020 | — | — | — |
| -22.03% | Mar 24, 2015 | 205 | Jan 21, 2016 | 71 | May 9, 2016 | 276 |
| -14.05% | Aug 30, 2018 | 80 | Dec 24, 2018 | 66 | Apr 1, 2019 | 146 |
| -11.44% | Sep 8, 2016 | 46 | Nov 10, 2016 | 103 | Apr 11, 2017 | 149 |
| -11.4% | Dec 29, 2017 | 42 | Mar 1, 2018 | 77 | Jun 20, 2018 | 119 |
Volatility
Volatility Chart
The current Global X SuperDividend REIT ETF volatility is 3.51%, 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.