Performance analysis of CATH (GLOBAL X S&P 500 CATHOLIC VALUES ETF)
Annual Return
Over the past 3 years, CATH has had an average annual return of +21.19%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, CATH has had an average annual return of +12.71%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, CATH has had an average annual return of +14.91%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Apr 19, 2016, CATH has had an average annual return of +14.71%, underperforming the benchmark SPY, which returned +15.39% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.13% | +17.08% | +23.35% | +26.15% | -19.97% | +28.87% | +18.80% | +30.64% | -5.80% | +22.83% | +8.01% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.15% | -0.87% | -5.22% | +10.57% | +4.34% | +0.44% | +10.13% | ||||||
| 2025 | +2.51% | -1.35% | -5.72% | -0.40% | +7.11% | +5.12% | +2.04% | +1.88% | +3.34% | +2.24% | -0.18% | -0.11% | +17.08% |
| 2024 | +1.29% | +4.85% | +3.33% | -4.43% | +4.73% | +3.08% | +1.19% | +2.37% | +2.42% | -0.98% | +6.70% | -2.82% | +23.35% |
| 2023 | +6.75% | -2.29% | +3.46% | +1.62% | +0.29% | +6.94% | +3.31% | -2.37% | -4.75% | -2.66% | +9.33% | +4.91% | +26.15% |
| 2022 | -5.74% | -2.99% | +3.51% | -9.10% | -0.06% | -8.85% | +9.49% | -3.90% | -9.67% | +8.18% | +5.42% | -5.82% | -19.97% |
| 2021 | -1.30% | +3.64% | +4.76% | +5.15% | +0.67% | +2.21% | +2.44% | +3.02% | -4.21% | +6.25% | -1.01% | +4.54% | +28.87% |
| 2020 | -0.22% | -8.22% | -11.75% | +12.41% | +5.30% | +1.74% | +5.56% | +7.35% | -3.81% | -3.61% | +12.16% | +3.58% | +18.80% |
| 2019 | +8.55% | +3.27% | +2.11% | +3.88% | -6.47% | +6.72% | +2.23% | -2.10% | +1.68% | +1.94% | +4.03% | +2% | +30.64% |
| 2018 | +5.57% | -3.72% | -2.24% | -0.10% | +2.33% | +0.53% | +3.78% | +2.97% | +0.77% | -6.50% | +1.31% | -9.56% | -5.80% |
| 2017 | +2.25% | +3.60% | +0.28% | +0.80% | +1.75% | +0.85% | +1.81% | +0.07% | +2.46% | +2.41% | +3.14% | +1.38% | +22.83% |
Drawdown analysis of CATH (GLOBAL X S&P 500 CATHOLIC VALUES ETF)
The maximum drawdown for the CATH was -33.96%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
Since Apr 19, 2016 CATH has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.96% | Feb 19, 2020 | 23 | Mar 23, 2020 | 95 | Aug 6, 2020 | 118 |
| -28.13% | Oct 28, 2021 | 240 | Oct 12, 2022 | 324 | Jan 29, 2024 | 564 |
| -19.63% | Sep 20, 2018 | 65 | Dec 24, 2018 | 75 | Apr 12, 2019 | 140 |
| -19.34% | Feb 19, 2025 | 34 | Apr 8, 2025 | 53 | Jun 25, 2025 | 87 |
| -11.03% | Jan 23, 2018 | 12 | Feb 8, 2018 | 137 | Aug 24, 2018 | 149 |
| -9.98% | Sep 2, 2020 | 14 | Sep 23, 2020 | 35 | Nov 11, 2020 | 49 |
| -9.42% | Jan 12, 2026 | 53 | Mar 30, 2026 | 11 | Apr 15, 2026 | 64 |
| -8.55% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -6.96% | Apr 30, 2019 | 23 | Jun 3, 2019 | 14 | Jun 21, 2019 | 37 |
| -6.14% | Jul 26, 2019 | 13 | Aug 14, 2019 | 45 | Oct 17, 2019 | 58 |
| -5.97% | Jun 8, 2016 | 13 | Jun 27, 2016 | 8 | Jul 8, 2016 | 21 |
| -5.71% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -5.59% | Oct 29, 2025 | 16 | Nov 20, 2025 | 23 | Dec 24, 2025 | 39 |
| -5.00% | Sep 3, 2021 | 20 | Oct 4, 2021 | 13 | Oct 21, 2021 | 33 |
| -4.36% | Dec 11, 2024 | 19 | Jan 10, 2025 | 7 | Jan 22, 2025 | 26 |
| -4.28% | May 7, 2021 | 3 | May 12, 2021 | 20 | Jun 10, 2021 | 23 |
| -3.82% | Jan 20, 2021 | 7 | Jan 29, 2021 | 4 | Feb 4, 2021 | 11 |
| -3.67% | Aug 23, 2016 | 51 | Nov 3, 2016 | 9 | Nov 16, 2016 | 60 |
| -3.60% | Feb 12, 2021 | 13 | Mar 4, 2021 | 5 | Mar 11, 2021 | 18 |
| -3.21% | Jan 23, 2020 | 6 | Jan 31, 2020 | 4 | Feb 6, 2020 | 10 |
| -3.16% | Jul 9, 2021 | 6 | Jul 19, 2021 | 4 | Jul 23, 2021 | 10 |
| -3.08% | Apr 20, 2016 | 21 | May 19, 2016 | 10 | Jun 3, 2016 | 31 |
| -2.91% | Oct 8, 2025 | 2 | Oct 10, 2025 | 9 | Oct 23, 2025 | 11 |
| -2.65% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -2.46% | Jul 25, 2025 | 5 | Aug 1, 2025 | 5 | Aug 8, 2025 | 10 |