Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CATH (Global X S&P 500 Catholic Values Custom ETF) | 7.04% | 22.62% | 20.11% | 12.01% | 14.64% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CATH (Global X S&P 500 Catholic Values Custom ETF) | 04/19/2016 | 06/05/2026 |
| 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 (%) | -2.37 | 22.62 | 20.11 | 12.01 | 14.64 | NA | NA | … | … | 7.04 | 17.09 | 23.34 | 26.15 | -19.96 | 28.87 | 18.80 | 31.65 | -5.80 | 22.83 | 8.01 |
| Sharpe Ratio | NA | 1.91 | 1.22 | 0.57 | 0.71 | NA | NA | … | … | 1.66 | 0.75 | 1.55 | 1.69 | -0.87 | 1.74 | 0.54 | 2.30 | -0.40 | 3.21 | 1.02 |
| Standard Deviation(%) | NA | 12.14 | 15.10 | 17.86 | 18.64 | NA | NA | … | … | 13.68 | 19.14 | 12.76 | 13.47 | 24.71 | 16.60 | 34.34 | 13.12 | 18.04 | 6.93 | 11.12 |
| Draw Down(%) | NA | 9.41 | 19.34 | 28.13 | 33.95 | NA | NA | … | … | 9.41 | 19.34 | 8.55 | 11.10 | 26.33 | 8.57 | 33.95 | 6.97 | 19.63 | 2.37 | 5.97 |
| Yield(%) | 0.00 | 0.95 | 1.29 | 1.24 | 2.20 | 1.47 | 1.10 | … | … | 0.00 | 0.97 | 1.16 | 1.46 | 1.05 | 1.33 | 1.44 | 1.88 | 1.84 | 1.52 | 0.53 |
Data as of 06/05/2026, Common starting date is 04/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATH (Global X S&P 500 Catholic Values Custom ETF) |
5.04%
Mar 2017 – Mar 2020 |
8.66%
Sep 2017 – Sep 2022 |
14.96%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATH (Global X S&P 500 Catholic Values Custom ETF) |
26.32%
Dec 2018 – Dec 2021 |
18.91%
Oct 2016 – Oct 2021 |
14.96%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart