PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Global X FinTech UCITS ETF USD Accumulating (XFIN....
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

IE00BLCHJZ35

WKN

A2QPBZ

Issuer

Global X

Inception Date

Nov 16, 2021

Leveraged

1x

Index Tracked

Indxx Global Fintech Thematic

Domicile

Ireland

Distribution Policy

Accumulating

Asset Class

Equity

Expense Ratio

XFIN.DE features an expense ratio of 0.60%, falling within the medium range.


Expense ratio chart for XFIN.DE: current value at 0.60% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.60%

Share Price Chart


Loading data...

Compare to other instruments

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 FinTech UCITS ETF USD Accumulating, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%10.00%20.00%30.00%SeptemberOctoberNovemberDecember2025February
29.71%
16.85%
XFIN.DE (Global X FinTech UCITS ETF USD Accumulating)
Benchmark (^GSPC)

Returns By Period

Global X FinTech UCITS ETF USD Accumulating had a return of 3.22% year-to-date (YTD) and 36.96% in the last 12 months.


XFIN.DE

YTD

3.22%

1M

0.40%

6M

29.71%

1Y

36.96%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.01%

1M

1.13%

6M

9.82%

1Y

22.80%

5Y*

12.93%

10Y*

11.26%

*Annualized

Monthly Returns

The table below presents the monthly returns of XFIN.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20256.65%3.22%
2024-4.50%8.04%5.86%-8.52%-2.74%2.32%4.28%0.87%1.80%6.67%20.51%-5.64%29.15%
202314.07%-2.23%-3.46%-2.31%2.07%5.76%10.90%-9.96%-5.39%-7.88%15.41%16.12%32.44%
2022-15.43%8.29%-9.64%-10.47%-9.63%-13.61%15.92%-0.61%-10.73%3.32%-11.62%-7.44%-49.71%
2021-20.41%-7.94%-26.73%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of XFIN.DE is 61, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of XFIN.DE is 6161
Overall Rank
The Sharpe Ratio Rank of XFIN.DE is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of XFIN.DE is 7272
Sortino Ratio Rank
The Omega Ratio Rank of XFIN.DE is 7070
Omega Ratio Rank
The Calmar Ratio Rank of XFIN.DE is 3131
Calmar Ratio Rank
The Martin Ratio Rank of XFIN.DE is 5858
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Global X FinTech UCITS ETF USD Accumulating (XFIN.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for XFIN.DE, currently valued at 1.72, compared to the broader market0.002.004.001.721.74
The chart of Sortino ratio for XFIN.DE, currently valued at 2.42, compared to the broader market-2.000.002.004.006.008.0010.0012.002.422.36
The chart of Omega ratio for XFIN.DE, currently valued at 1.30, compared to the broader market0.501.001.502.002.503.001.301.32
The chart of Calmar ratio for XFIN.DE, currently valued at 0.67, compared to the broader market0.005.0010.0015.0020.000.672.62
The chart of Martin ratio for XFIN.DE, currently valued at 6.28, compared to the broader market0.0020.0040.0060.0080.00100.006.2810.69
XFIN.DE
^GSPC

The current Global X FinTech UCITS ETF USD Accumulating Sharpe ratio is 1.72. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Global X FinTech UCITS ETF USD Accumulating with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.72
1.96
XFIN.DE (Global X FinTech UCITS ETF USD Accumulating)
Benchmark (^GSPC)

Dividends

Dividend History


Global X FinTech UCITS ETF USD Accumulating doesn't pay dividends

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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-34.95%
-0.48%
XFIN.DE (Global X FinTech UCITS ETF USD Accumulating)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Global X FinTech UCITS ETF USD Accumulating. 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 FinTech UCITS ETF USD Accumulating was 64.24%, occurring on Oct 30, 2023. The portfolio has not yet recovered.

The current Global X FinTech UCITS ETF USD Accumulating drawdown is 34.95%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-64.24%Nov 17, 2021501Oct 30, 2023

Volatility

Volatility Chart

The current Global X FinTech UCITS ETF USD Accumulating volatility is 5.39%, 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.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%SeptemberOctoberNovemberDecember2025February
5.39%
3.99%
XFIN.DE (Global X FinTech UCITS ETF USD Accumulating)
Benchmark (^GSPC)
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab