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LIT: Global X Lithium & Battery Tech ETF (ETF)
Basic Info 38.54 0.21(0.54%) June 27
| Asset Class: | Natural Resources |
| MyPlanIQ Rating: | (26%) |
| Start Date: | 07/23/2010 |
| Last Dividend Date: | 06/27/2025 |
| 12-Mo. Yield | 1.31% |
| Expenses | 0.75% |
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Performance Analytics (As of 06/27/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/23/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 6.7 | -5.2 | -1.6 | -19.5 | 5.2 | 6.3 | 2.9 | -19.2 | -12.2 | -29.9 | 36.7 | 127.8 | 3.3 | -28.6 | 64.2 | 24.0 | -9.5 | -12.6 | -9.0 | 5.3 | -36.8 | 44.7 |
| Sharpe Ratio | NA | -0.46 | -0.15 | -0.77 | 0.1 | 0.16 | 0.07 | -0.79 | -0.64 | -0.88 | 1.01 | 2.71 | 0.1 | -1.34 | 3.75 | 1.05 | -0.45 | -0.78 | -0.46 | 0.25 | -0.97 | 5.92 |
| Draw Down(%) | NA | 25.7 | 34.8 | 60.0 | 65.9 | 65.9 | 65.9 | 30.8 | 36.4 | 32.2 | 25.8 | 46.1 | 25.0 | 35.5 | 8.4 | 14.1 | 31.4 | 22.7 | 26.2 | 24.9 | 45.9 | 8.4 |
| Standard Deviation(%) | NA | 28.9 | 32.5 | 29.7 | 32.5 | 29.9 | 28.1 | 32.5 | 25.7 | 35.6 | 36.3 | 46.8 | 19.0 | 22.4 | 17.0 | 22.7 | 21.2 | 16.2 | 19.5 | 21.2 | 37.9 | 21.9 |
| Treynor Ratio | NA | -0.15 | -0.05 | -0.26 | 0.04 | 0.06 | 0.02 | -0.23 | -0.19 | -0.52 | 0.52 | 1.4 | 0.02 | -0.34 | 1.2 | 0.41 | -0.21 | -0.32 | -0.12 | 0.08 | -0.37 | 1.36 |
| Alpha | NA | -0.11 | -0.01 | -0.1 | -0.01 | 0.02 | 0.0 | -0.04 | -0.04 | -0.15 | 0.07 | 0.33 | -0.04 | -0.06 | 0.18 | 0.03 | 0.02 | -0.03 | -0.08 | 0.02 | -0.14 | 0.14 |
| Beta | NA | 0.91 | 1.01 | 0.87 | 0.8 | 0.78 | 0.78 | 1.14 | 0.85 | 0.6 | 0.71 | 0.91 | 0.97 | 0.87 | 0.53 | 0.57 | 0.47 | 0.39 | 0.77 | 0.7 | 1.0 | 0.95 |
| RSquared | NA | 0.52 | 0.37 | 0.37 | 0.29 | 0.39 | 0.43 | 0.31 | 0.39 | 0.27 | 0.19 | 0.61 | 0.52 | 0.56 | 0.22 | 0.44 | 0.32 | 0.23 | 0.4 | 0.52 | 0.79 | 0.64 |
| Yield(%) | N/A | 0.3 | 1.3 | 0.7 | 1.3 | 4.4 | N/A | 0.8 | 1.0 | 0.7 | 0.3 | 0.9 | 1.9 | 1.7 | 5.1 | 2.6 | 0.4 | 1.9 | 0.6 | 4.7 | 0.2 | 3.3 |
| Dividend Growth(%) | N/A | -63.9 | -8.7 | 77.1 | -30.6 | N/A | N/A | -32.9 | -2.2 | 214.7 | -26.1 | -50.7 | -25.5 | -46.2 | 140.8 | 989.8 | -79.8 | 186.8 | -88.0 | 1782.7 | -93.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/23/2010
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