Performance analysis of CEFA (GLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-U.S. ETF)
Annual Return
Over the past 3 years, CEFA has had an average annual return of +14.28%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, CEFA has had an average annual return of +7.96%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Jun 24, 2020, CEFA has had an average annual return of +10.78%, underperforming the benchmark SPY, which returned +17.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.26% | +26.45% | +5.02% | +17.41% | -16.67% | +7.94% | +21.60% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.97% | +3.61% | -8.17% | +6.31% | +1.72% | +0.55% | +0.61% | +9.26% | |||||
| 2025 | +4.34% | +1.17% | +5.70% | -2.37% | +3.59% | +2.36% | -1.25% | +4.02% | +2.05% | +1.60% | +0.57% | +2.22% | +26.45% |
| 2024 | -0.69% | +4.16% | +2.86% | -3.75% | +4.77% | -1.73% | +3.05% | +2.80% | +1.31% | -5.26% | +0.12% | -2.18% | +5.02% |
| 2023 | +9.03% | -3.52% | +2.90% | +2.20% | -3.39% | +5.02% | +2.22% | -4.38% | -4.06% | -2.30% | +8.79% | +4.96% | +17.41% |
| 2022 | -5.34% | -2.90% | +0.07% | -7.92% | +1.93% | -9.08% | +6.10% | -5.51% | -9.19% | +4.78% | +13.91% | -2.30% | -16.67% |
| 2021 | -1.99% | +2.50% | +2.21% | +4.20% | -0.30% | +2.24% | -1.94% | +2.78% | -2.76% | +2.28% | -5.02% | +3.94% | +7.94% |
| 2020 | -0.44% | +2.67% | +3.08% | -1.63% | -4.45% | +18.32% | +3.77% | +21.60% |
Drawdown analysis of CEFA (GLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-U.S. ETF)
The maximum drawdown for the CEFA was -31.98%, occurring on Oct 12, 2022. Recovery took 361 trading sessions.
The current CEFA drawdown is -0.82%.
Since Jun 24, 2020 CEFA has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.98% | Sep 3, 2021 | 278 | Oct 12, 2022 | 361 | Mar 21, 2024 | 639 |
| -15.45% | Mar 31, 2025 | 6 | Apr 8, 2025 | 24 | May 13, 2025 | 30 |
| -11.54% | Feb 25, 2026 | 17 | Mar 20, 2026 | 62 | Jun 18, 2026 | 79 |
| -8.91% | Sep 3, 2024 | 90 | Jan 13, 2025 | 35 | Mar 5, 2025 | 125 |
| -7.77% | Jul 12, 2024 | 17 | Aug 6, 2024 | 11 | Aug 21, 2024 | 28 |
| -7.60% | Sep 15, 2020 | 33 | Oct 30, 2020 | 6 | Nov 9, 2020 | 39 |
| -5.51% | Nov 12, 2025 | 6 | Nov 20, 2025 | 14 | Dec 11, 2025 | 20 |
| -5.28% | Mar 27, 2024 | 16 | Apr 19, 2024 | 17 | May 14, 2024 | 33 |
| -5.07% | Jun 8, 2021 | 28 | Jul 19, 2021 | 32 | Sep 1, 2021 | 60 |
| -4.27% | Jan 14, 2021 | 10 | Jan 29, 2021 | 8 | Feb 10, 2021 | 18 |
| -4.25% | Feb 17, 2021 | 11 | Mar 4, 2021 | 21 | Apr 5, 2021 | 32 |
| -4.23% | Jul 23, 2025 | 7 | Aug 1, 2025 | 8 | Aug 13, 2025 | 15 |
| -3.65% | Oct 6, 2025 | 4 | Oct 10, 2025 | 6 | Oct 20, 2025 | 10 |
| -3.44% | Mar 5, 2025 | 6 | Mar 13, 2025 | 12 | Mar 31, 2025 | 18 |
| -3.35% | Jun 6, 2024 | 10 | Jun 21, 2024 | 13 | Jul 11, 2024 | 23 |
| -2.70% | Jun 12, 2025 | 5 | Jun 20, 2025 | 5 | Jun 27, 2025 | 10 |
| -2.68% | Aug 22, 2025 | 6 | Sep 2, 2025 | 7 | Sep 11, 2025 | 13 |
| -2.65% | May 10, 2021 | 3 | May 13, 2021 | 13 | Jun 2, 2021 | 16 |
| -2.65% | Jun 18, 2026 | 3 | Jun 24, 2026 | 7 | Jul 6, 2026 | 10 |
| -2.62% | Jul 29, 2020 | 3 | Aug 3, 2020 | 6 | Aug 11, 2020 | 9 |
| -2.54% | May 20, 2024 | 6 | May 29, 2024 | 5 | Jun 5, 2024 | 11 |
| -2.37% | Apr 28, 2021 | 4 | May 4, 2021 | 4 | May 10, 2021 | 8 |
| -2.37% | Oct 27, 2025 | 6 | Nov 4, 2025 | 5 | Nov 11, 2025 | 11 |
| -2.15% | Jul 6, 2026 | 10 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -2.07% | Jul 10, 2025 | 3 | Jul 15, 2025 | 6 | Jul 23, 2025 | 9 |