Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SRET (Global X SuperDividend REIT ETF) | 8.67% | 14.90% | 3.73% | 5.14% | 0.69% | NA | NA | 0.24% |
Data as of 06/23/2025, AR inception is 03/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRET (Global X SuperDividend REIT ETF) | 03/18/2015 | 06/23/2025 |
| 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 (%) | 1.01 | 14.90 | 3.73 | 5.14 | 0.69 | NA | NA | 0.24 | 8.67 | -1.55 | 9.85 | -18.24 | 14.01 | -36.58 | 22.70 | -5.54 | 17.78 | 23.15 | -12.33 |
| Sharpe Ratio | NA | 0.72 | 0.07 | 0.17 | -0.03 | NA | NA | -0.05 | 0.80 | -0.37 | 0.34 | -0.92 | 1.04 | -0.56 | 2.29 | -0.55 | 2.22 | 1.33 | -1.16 |
| Standard Deviation(%) | NA | 15.53 | 18.05 | 18.19 | 25.36 | NA | NA | 25.08 | 17.85 | 14.01 | 18.49 | 21.39 | 13.41 | 66.13 | 9.26 | 12.63 | 7.76 | 17.20 | 13.24 |
| Draw Down(%) | NA | 13.56 | 23.92 | 30.56 | 66.95 | NA | NA | 66.95 | 12.49 | 12.52 | 22.32 | 27.13 | 10.35 | 66.95 | 4.31 | 14.03 | 3.90 | 11.43 | 17.34 |
| Yield(%) | 0.00 | 8.99 | 18.88 | 14.49 | 8.03 | 5.13 | 3.85 | 7.70 | 3.63 | 7.89 | 7.29 | 7.31 | 6.91 | 5.18 | 8.85 | 7.46 | 8.82 | 9.28 | 6.31 |
Data as of 06/23/2025, AR inception is 03/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRET (Global X SuperDividend REIT ETF) |
-17.71%
Mar 2017 - Mar 2020 |
-9.01%
Oct 2018 - Oct 2023 |
0.04%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRET (Global X SuperDividend REIT ETF) |
17.96%
Jan 2016 - Jan 2019 |
9.65%
Mar 2020 - Mar 2025 |
0.40%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart