Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CEFA (Global X S&P Catholic Values Developed ex-US ETF) | 14.97% | 11.36% | 13.63% | NA | NA | NA | NA | 6.76% |
Data as of 07/21/2025, AR inception is 12/24/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEFA (Global X S&P Catholic Values Developed ex-US ETF) | 12/24/2020 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 11.36 | 13.63 | NA | NA | NA | NA | 6.76 | 14.97 | 5.02 | 17.39 | -16.67 | 7.98 | 1.84 |
| Sharpe Ratio | NA | 0.41 | 0.65 | NA | NA | NA | NA | 0.19 | 1.18 | 0.09 | 1.02 | -0.71 | 0.52 | 23.68 |
| Standard Deviation(%) | NA | 20.37 | 17.43 | NA | NA | NA | NA | 18.44 | 21.74 | 15.17 | 13.53 | 25.53 | 15.23 | 9.14 |
| Draw Down(%) | NA | 15.44 | 16.52 | NA | NA | NA | NA | 31.97 | 15.44 | 8.73 | 12.02 | 29.77 | 7.72 | 0.02 |
| Yield(%) | 0.00 | 2.22 | 3.03 | 2.68 | 1.34 | 0.89 | 0.67 | 3.35 | 1.30 | 3.35 | 2.68 | 1.91 | 3.59 | 0.85 |
Data as of 07/21/2025, AR inception is 12/24/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEFA (Global X S&P Catholic Values Developed ex-US ETF) |
0.36%
Apr 2021 - Apr 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEFA (Global X S&P Catholic Values Developed ex-US ETF) |
14.79%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart