Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FINX (Global X FinTech ETF) | -16.00% | -21.40% | 4.84% | -10.83% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 09/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FINX (Global X FinTech ETF) | 09/13/2016 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.91 | -21.40 | 4.84 | -10.83 | NA | NA | NA | … | … | -16.00 | -5.20 | 23.02 | 33.17 | -51.80 | -9.65 | 53.76 | 37.52 | 0.81 | 49.96 | -1.91 |
| Sharpe Ratio | NA | -0.89 | 0.04 | -0.43 | NA | NA | NA | … | … | -1.08 | -0.27 | 0.85 | 1.16 | -1.20 | -0.37 | 1.30 | 1.87 | -0.02 | 4.27 | -0.42 |
| Standard Deviation(%) | NA | 30.20 | 27.52 | 31.52 | NA | NA | NA | … | … | 34.88 | 29.94 | 22.89 | 25.63 | 44.51 | 26.17 | 40.91 | 19.28 | 24.10 | 11.54 | 15.70 |
| Draw Down(%) | NA | 36.57 | 36.57 | 63.54 | NA | NA | NA | … | … | 27.26 | 27.55 | 13.48 | 26.42 | 54.05 | 23.74 | 40.98 | 12.26 | 29.34 | 3.95 | 6.38 |
| Yield(%) | 0.00 | 0.54 | 0.69 | 1.13 | 1.83 | 1.22 | 0.91 | … | … | 0.00 | 0.55 | 0.91 | 0.28 | 0.13 | 4.67 | 0.00 | 0.00 | 0.17 | 0.17 | 0.00 |
Data as of 06/17/2026, Common starting date is 09/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINX (Global X FinTech ETF) |
-18.30%
Oct 2020 – Oct 2023 |
-11.05%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINX (Global X FinTech ETF) |
28.70%
Dec 2017 – Dec 2020 |
28.27%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart