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Global X TargetIncome 5 ETF (TFIV)

ETF · Currency in USD
ISIN
US37954Y5823
CUSIP
37954Y582
Issuer
Global X
Inception Date
Jul 27, 2018
Region
Developed Markets (Broad)
Category
n/a
Expense Ratio
0.75%
Index Tracked
Wilshire Target Income 5% Plus Index
ETF Home Page
www.globalxetfs.com
Asset Class
Multi-Asset

Asset Class Size

Multi-Cap

Asset Class Style

Blend

TFIVPrice Chart


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TFIVPerformance

The chart shows the growth of $10,000 invested in Global X TargetIncome 5 ETF on Jul 30, 2018 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $9,413 for a total return of roughly -5.87%. All prices are adjusted for splits and dividends.


TFIV (Global X TargetIncome 5 ETF)
Benchmark (S&P 500)

TFIVReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-1.07%4.38%
6M-1.60%9.91%
YTD0.21%21.00%
1Y5.87%32.29%
5Y-1.85%15.90%
10Y-1.85%15.90%

TFIVMonthly Returns Heatmap


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TFIVSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Global X TargetIncome 5 ETF Sharpe ratio is 1.02. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


TFIV (Global X TargetIncome 5 ETF)
Benchmark (S&P 500)

TFIVDividends


Global X TargetIncome 5 ETF doesn't pay dividends

TFIVDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


TFIV (Global X TargetIncome 5 ETF)
Benchmark (S&P 500)

TFIVWorst Drawdowns

The table below shows the maximum drawdowns of the Global X TargetIncome 5 ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Global X TargetIncome 5 ETF is 26.01%, recorded on Mar 23, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-26.01%Aug 31, 2018391Mar 23, 2020
-1.67%Aug 1, 20189Aug 13, 201810Aug 27, 201819

TFIVVolatility Chart

Current Global X TargetIncome 5 ETF volatility is 4.17%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


TFIV (Global X TargetIncome 5 ETF)
Benchmark (S&P 500)

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