Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TFIV (Global X TargetIncome 5 ETF) NA 12.10% 4.76% NA NA NA NA
Data as of 10/22/2021, Common starting date is 07/31/2018
More Performance Analytics Comparison
Name Start Date End Date
TFIV (Global X TargetIncome 5 ETF) 07/31/2018 10/22/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018
Annualized Return (%) 0.02 12.10 4.76 NA NA NA NA 4.84 -0.35 1.78 -11.78
Sharpe Ratio NA 2.07 0.38 NA NA NA NA 1.06 -0.03 0.08 -1.15
Standard Deviation(%) NA 5.82 10.97 NA NA NA NA 5.63 17.29 4.55 23.71
Draw Down(%) NA 3.27 23.72 NA NA NA NA 3.27 23.72 4.33 12.31
Yield(%) 0.00 5.15 5.19 3.20 1.60 1.07 0.80 3.73 4.91 5.56 2.65
Data as of 10/22/2021, Common starting date is 07/31/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TFIV (Global X TargetIncome 5 ETF) 4.42%
Sep 2018 – Sep 2021
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
TFIV (Global X TargetIncome 5 ETF) 4.54%
Aug 2018 – Aug 2021
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return