Performance analysis of SHLD (GLOBAL X DEFENSE TECH ETF)
Annual Return
Since Sep 13, 2023, SHLD has had an average annual return of +41.92%, outperforming the benchmark SPY, which returned +22.78% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.29% | +74.17% | +35.03% | +12.89% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +16.13% | -0.51% | -5.37% | -3.71% | -1.00% | -6.25% | -2.29% | ||||||
| 2025 | +5.88% | +6.67% | +10.18% | +11.38% | +10.01% | +5.84% | +1.78% | +1.53% | +12.82% | -2.75% | -8.65% | +4.21% | +74.17% |
| 2024 | +1.05% | +11.04% | +6.21% | -1.26% | +4% | -2.63% | +7.03% | +5.44% | -0.43% | +0.24% | +5.36% | -4.51% | +35.03% |
| 2023 | -1.65% | +5.11% | +5.80% | +3.21% | +12.89% |
Drawdown analysis of SHLD (GLOBAL X DEFENSE TECH ETF)
The maximum drawdown for the SHLD was -20.10%, occurring on May 15, 2026. This drawdown has not yet recovered.
The current SHLD drawdown is -18.85%.
Since Sep 13, 2023 SHLD has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.10% | Mar 9, 2026 | 48 | May 15, 2026 | Ongoing | Ongoing | Ongoing |
| -15.06% | Oct 8, 2025 | 37 | Dec 1, 2025 | 26 | Jan 8, 2026 | 63 |
| -10.92% | Nov 11, 2024 | 26 | Dec 18, 2024 | 39 | Feb 18, 2025 | 65 |
| -10.54% | Mar 18, 2025 | 14 | Apr 7, 2025 | 4 | Apr 11, 2025 | 18 |
| -8.91% | Jan 16, 2026 | 13 | Feb 5, 2026 | 21 | Mar 9, 2026 | 34 |
| -5.42% | Sep 18, 2023 | 13 | Oct 5, 2023 | 2 | Oct 9, 2023 | 15 |
| -5.39% | Aug 6, 2025 | 9 | Aug 19, 2025 | 15 | Sep 10, 2025 | 24 |
| -4.96% | Apr 8, 2024 | 8 | Apr 18, 2024 | 15 | May 9, 2024 | 23 |
| -4.52% | Aug 30, 2024 | 4 | Sep 6, 2024 | 17 | Oct 1, 2024 | 21 |
| -4.49% | Oct 18, 2024 | 11 | Nov 4, 2024 | 2 | Nov 6, 2024 | 13 |
| -4.16% | May 31, 2024 | 10 | Jun 14, 2024 | 19 | Jul 15, 2024 | 29 |
| -3.79% | Feb 18, 2025 | 3 | Feb 21, 2025 | 6 | Mar 3, 2025 | 9 |
| -3.62% | May 8, 2025 | 2 | May 12, 2025 | 4 | May 16, 2025 | 6 |
| -3.56% | Jul 31, 2024 | 3 | Aug 5, 2024 | 4 | Aug 9, 2024 | 7 |
| -3.15% | Oct 16, 2023 | 9 | Oct 27, 2023 | 4 | Nov 2, 2023 | 13 |
| -3.07% | Jun 5, 2025 | 3 | Jun 10, 2025 | 3 | Jun 13, 2025 | 6 |
| -2.82% | Apr 15, 2025 | 5 | Apr 23, 2025 | 3 | Apr 28, 2025 | 8 |
| -2.73% | Jun 13, 2025 | 6 | Jun 24, 2025 | 2 | Jun 26, 2025 | 8 |
| -2.53% | Mar 5, 2025 | 3 | Mar 10, 2025 | 4 | Mar 14, 2025 | 7 |
| -2.45% | Jun 26, 2025 | 4 | Jul 2, 2025 | 7 | Jul 14, 2025 | 11 |
| -2.32% | May 21, 2024 | 5 | May 29, 2024 | 2 | May 31, 2024 | 7 |
| -2.21% | Dec 1, 2023 | 4 | Dec 7, 2023 | 4 | Dec 13, 2023 | 8 |
| -1.99% | Jul 18, 2025 | 2 | Jul 22, 2025 | 1 | Jul 23, 2025 | 3 |
| -1.97% | Jul 23, 2025 | 3 | Jul 28, 2025 | 6 | Aug 5, 2025 | 9 |
| -1.86% | May 5, 2025 | 1 | May 6, 2025 | 2 | May 8, 2025 | 3 |