PortfoliosLab logoPortfoliosLab logo
Global X SuperDividend REIT ETF (SRET)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
US37950E1275
CUSIP
37950E127
Issuer
Global X
Inception Date
Mar 17, 2015
Region
North America (U.S.)
Category
REIT
Leveraged
1x (No leverage)
Index Tracked
Solactive Global SuperDividend REIT Index
Distribution Policy
Distributing
Asset Class
Real Estate
Asset Class Size
Multi-Cap
Asset Class Style
Blend

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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.


Loading graphics...

S&P 500 Index

Returns By Period

Global X SuperDividend REIT ETF (SRET) has returned -0.12% so far this year and 16.27% over the past 12 months. Over the last ten years, SRET has returned 1.43% per year, falling short of the S&P 500 Index benchmark, which averaged 12.29% annually.


Global X SuperDividend REIT ETF

1D
0.89%
1M
-3.24%
YTD
-0.12%
6M
2.11%
1Y
16.27%
3Y*
7.81%
5Y*
1.55%
10Y*
1.43%

Benchmark (S&P 500 Index)

1D
0.11%
1M
-2.33%
YTD
-3.84%
6M
-1.98%
1Y
29.73%
3Y*
16.86%
5Y*
10.37%
10Y*
12.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Mar 17, 2015, SRET's average daily return is +0.02%, while the average monthly return is +0.37%. At this rate, your investment would double in approximately 15.6 years.

Historically, 57% of months were positive and 43% were negative. The best month was Nov 2020 with a return of +14.7%, while the worst month was Mar 2020 at -52.2%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SRET closed higher 52% of trading days. The best single day was Mar 26, 2020 with a return of +19.5%, while the worst single day was Mar 18, 2020 at -23.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.11%2.74%-6.86%1.23%-0.12%
20252.19%4.92%0.21%-2.23%1.51%2.69%-0.13%4.88%-0.37%0.62%2.75%-0.04%18.09%
2024-6.69%-2.92%3.36%-4.49%3.80%0.47%7.10%5.18%2.23%-3.64%0.54%-5.38%-1.55%
202311.48%-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%3.47%6.00%-0.50%-0.21%-0.20%0.92%-3.06%3.80%-6.55%5.39%14.00%

Benchmark Metrics

Global X SuperDividend REIT ETF has an annualized alpha of -5.21%, beta of 0.78, and R² of 0.34 versus S&P 500 Index. Calculated based on daily prices since March 18, 2015.

  • This ETF participated in 118.80% of S&P 500 Index downside but only 75.61% of its upside — more exposed to losses than it benefited from rallies.
  • R² of 0.34 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

Alpha
-5.21%
Beta
0.78
0.34
Upside Capture
75.61%
Downside Capture
118.80%

Expense Ratio

SRET has an expense ratio of 0.58%, placing it in the medium range.


Return for Risk

Risk / Return Rank

SRET ranks 31 for risk / return — below 31% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


SRET Risk / Return Rank: 3131
Overall Rank
SRET Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
SRET Sortino Ratio Rank: 3232
Sortino Ratio Rank
SRET Omega Ratio Rank: 3131
Omega Ratio Rank
SRET Calmar Ratio Rank: 2626
Calmar Ratio Rank
SRET Martin Ratio Rank: 3030
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 SuperDividend REIT ETF (SRET) and compare them to a chosen benchmark (S&P 500 Index).


SRETBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.72

0.88

-0.16

Sortino ratio

Return per unit of downside risk

1.02

1.37

-0.35

Omega ratio

Gain probability vs. loss probability

1.14

1.21

-0.07

Calmar ratio

Return relative to maximum drawdown

0.88

1.39

-0.51

Martin ratio

Return relative to average drawdown

3.59

6.43

-2.85

Explore SRET risk-adjusted metrics in detail

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

Dividends

Dividend History

Global X SuperDividend REIT ETF provided a 7.47% dividend yield over the last twelve months, with an annual payout of $1.60 per share.


6.50%7.00%7.50%8.00%8.50%9.00%$0.00$1.00$2.00$3.00$4.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.60$1.74$1.75$1.60$1.80$1.81$2.37$3.61$3.48$3.82$3.48$2.93

Dividend yield

7.47%7.98%8.72%7.21%8.30%6.33%8.88%7.83%8.54%8.20%8.08%7.74%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.15$0.15$0.00$0.30
2025$0.00$0.15$0.14$0.14$0.14$0.14$0.14$0.14$0.15$0.15$0.15$0.29$1.74
2024$0.00$0.13$0.14$0.14$0.14$0.15$0.15$0.15$0.16$0.16$0.16$0.31$1.75
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

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.


Loading graphics...

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 27.05%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-66.98%Feb 21, 202031Apr 3, 2020
-22.04%Mar 24, 2015210Jan 21, 201661Apr 19, 2016271
-14.05%Aug 30, 201880Dec 24, 201866Apr 1, 2019146
-11.45%Sep 8, 201646Nov 10, 2016103Apr 11, 2017149
-11.4%Dec 29, 201742Mar 1, 201877Jun 20, 2018119

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...

Portfolio Analyzer

Build a portfolio with SRET

Add Global X SuperDividend REIT ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with SRET