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Issuer
Global X
Inception Date
Apr 7, 2017
Leveraged
1x (No leverage)
Index Tracked
Global X Morningstar Global Technology Index
Distribution Policy
Distributing
Asset Class
Equity

Share Price Chart


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Performance

TECH.AX Performance Chart

Global X Morningstar Global Technology ETF (TECH.AX) is up 13.3% since the beginning of the year. TECH.AX is currently trading at A$112 per share. Investors who bought A$1,000 worth of TECH.AX shares 5 years ago would now be looking at an investment worth A$1,551.


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S&P 500 Index

Returns By Period

Global X Morningstar Global Technology ETF (TECH.AX) has returned 13.34% so far this year and 10.92% over the past 12 months.


Global X Morningstar Global Technology ETF

1D
-0.93%
1M
-1.39%
6M
13.58%
YTD
13.34%
1Y
10.92%
3Y*
13.91%
5Y*
9.17%
10Y*

Benchmark (S&P 500 Index)

1D
0.12%
1M
1.38%
6M
4.49%
YTD
5.58%
1Y
12.98%
3Y*
18.01%
5Y*
13.12%
10Y*
14.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TECH.AX Monthly Returns History

Based on dividend-adjusted daily data since Apr 7, 2017, TECH.AX's average daily return is +0.07%, while the average monthly return is +1.46%. At this rate, an investment would double in approximately 4.0 years.

Historically, 62% of months were positive and 38% were negative. The best month was May 2026 with a return of +21.1%, while the worst month was Feb 2020 at -10.7%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 6 months.

On a daily basis, TECH.AX closed higher 54% of trading days. The best single day was Apr 10, 2025 with a return of +10.9%, while the worst single day was Apr 7, 2025 at -6.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-9.62%-7.12%-3.21%11.09%21.14%7.25%-3.36%13.34%
20254.57%-2.12%-9.94%-2.53%10.54%4.50%3.32%-1.77%-0.31%0.84%-5.04%0.22%0.78%
20242.45%6.63%1.60%-6.10%-3.17%3.51%2.51%0.06%-1.44%6.14%8.07%1.24%22.63%
20236.80%6.01%6.83%-3.98%9.09%2.21%3.95%0.02%-4.99%-7.35%11.25%5.02%38.47%
2022-8.79%-4.85%-0.41%-5.23%-3.64%-7.49%5.50%-1.52%-8.10%5.63%-1.17%-2.60%-29.11%
20211.39%-1.75%2.67%2.78%-2.12%7.11%2.07%3.56%-0.87%-2.57%8.04%0.70%22.40%

Benchmark Metrics

Global X Morningstar Global Technology ETF has an annualized alpha of 18.09%, beta of 0.13, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since April 07, 2017.

  • This ETF captured 125.68% of S&P 500 Index gains and 114.21% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • Beta of 0.13 may look defensive, but with R2 of 0.01 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 0.01 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
18.09%
Beta
0.13
0.01
Upside Capture
125.68%
Downside Capture
114.21%

Return for Risk

Risk / Return Rank

TECH.AX ranks 18 for risk / return — in the bottom 18% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


TECH.AX Risk / Return Rank: 1818
Overall Rank
TECH.AX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
TECH.AX Sortino Ratio Rank: 2020
Sortino Ratio Rank
TECH.AX Omega Ratio Rank: 2020
Omega Ratio Rank
TECH.AX Calmar Ratio Rank: 1515
Calmar Ratio Rank
TECH.AX Martin Ratio Rank: 1515
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 Morningstar Global Technology ETF (TECH.AX) 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.


TECH.AXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.71

Sortino ratioReturn per unit of downside risk

-0.87

Omega ratioGain probability vs. loss probability

1.11

1.24

-0.13

Calmar ratioReturn relative to maximum drawdown

0.46

1.11

-0.66

Martin ratioReturn relative to average drawdown

0.99

3.10

-2.11

Dividends

Dividend History

Global X Morningstar Global Technology ETF provided a 3.40% dividend yield over the last twelve months, with an annual payout of A$3.83 per share. The fund has been increasing its distributions for 2 consecutive years.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%A$0.00A$5.00A$10.00A$15.00201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020201920182017
DividendA$3.83A$11.35A$7.01A$0.49A$3.55A$14.45A$7.65A$6.28A$3.85A$0.50

Dividend yield

3.40%11.08%6.23%0.50%4.95%13.65%7.67%7.75%6.07%0.84%

Monthly Dividends

The table displays the monthly dividend distributions for Global X Morningstar Global Technology ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$3.83A$3.83
2025A$0.00A$0.00A$0.00A$0.00A$0.00A$11.35A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$11.35
2024A$0.00A$0.00A$0.00A$0.00A$0.00A$7.01A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$7.01
2023A$0.00A$0.00A$0.00A$0.00A$0.00A$0.46A$0.00A$0.00A$0.00A$0.00A$0.00A$0.04A$0.49
2022A$0.00A$0.00A$0.00A$0.00A$0.00A$3.55A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$3.55
2021A$0.00A$0.00A$0.00A$0.00A$0.00A$14.45A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$14.45

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 Morningstar 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 Global X Morningstar Global Technology ETF was 31.78%, occurring on Dec 29, 2022. Recovery took 277 trading sessions.

The current Global X Morningstar Global Technology ETF drawdown is 6.24%.


Drawdown

Fall

Recovery

Underwater

Related event

-31.78%Dec 2022
1y 1mo1y 1mo
2y 2moNov 2021 - Feb 2024
Bear market2022
-28.45%Mar 2020
21d4mo 2d
4mo 23dFeb 2020 - Jul 2020
COVID crash2020
-26.49%Apr 2025
1mo 16d6mo 18d
8mo 4dFeb 2025 - Oct 2025
2025 selloff2025
-26.30%Mar 2026
5mo 2d2mo 1d
7mo 3dOct 2025 - May 2026
-17.80%Dec 2018
3mo 21d2mo 7d
5mo 28dSep 2018 - Mar 2019
Rate-hike selloffLate 2018

Drawdown Indicators


TECH.AXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-31.78%

-41.07%

+9.29%

Max Drawdown (1Y)

Largest decline over 1 year

-26.30%

-11.69%

-14.61%

Max Drawdown (3Y)

Largest decline over 3 years

-26.49%

-17.74%

-8.75%

Max Drawdown (5Y)

Largest decline over 5 years

-31.78%

-22.01%

-9.77%

Max Drawdown (10Y)

Largest decline over 10 years

-24.71%

Current Drawdown

Current decline from peak

-6.24%

-0.60%

-5.64%

Average Drawdown

Average peak-to-trough decline

-7.73%

-11.02%

+3.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.27%

4.20%

+8.07%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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