Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HEPZF (Global X Enhanced Income Gold Producers ETF) | 36.59% | 31.58% | 9.16% | 4.75% | NA | NA | NA | 9.20% |
Data as of 05/20/2025, AR inception is 06/11/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEPZF (Global X Enhanced Income Gold Producers ETF) | 06/11/2015 | 05/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 31.58 | 9.16 | 4.75 | NA | NA | NA | 9.20 | 36.59 | 12.21 | -19.63 | 8.93 | -6.79 | 22.63 | 41.19 | -6.00 | -3.79 | 61.94 | -30.37 |
| Sharpe Ratio | NA | 0.29 | 0.21 | 0.11 | NA | NA | NA | 0.20 | 0.28 | 0.33 | -1.08 | 2.67 | -0.32 | 0.50 | 1.66 | -0.36 | -0.18 | 1.11 | -0.31 |
| Standard Deviation(%) | NA | 96.46 | 28.36 | 25.96 | NA | NA | NA | 34.11 | 366.39 | 18.93 | 22.25 | 2.47 | 24.32 | 44.85 | 24.04 | 20.14 | 24.94 | 52.54 | 161.94 |
| Draw Down(%) | NA | 7.11 | 22.22 | 32.76 | NA | NA | NA | 34.97 | 0.73 | 6.43 | 22.22 | 0.02 | 23.02 | 30.77 | 12.83 | 16.43 | 14.24 | 25.06 | 33.39 |
| Yield(%) | 0.00 | 0.86 | 5.81 | 4.99 | 6.10 | 4.07 | 3.05 | 6.78 | 0.00 | 4.85 | 8.47 | 8.56 | 2.87 | 7.15 | 6.36 | 5.34 | 6.10 | 10.70 | 0.00 |
Data as of 05/20/2025, AR inception is 06/11/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEPZF (Global X Enhanced Income Gold Producers ETF) |
-11.83%
Nov 2020 - Nov 2023 |
0.65%
Sep 2016 - Sep 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEPZF (Global X Enhanced Income Gold Producers ETF) |
21.97%
Aug 2017 - Aug 2020 |
19.60%
Nov 2015 - Nov 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart