Performance analysis of SRET (GLOBAL X SUPERDIVIDEND REIT ETF)
Annual Return
Over the past 3 years, SRET has had an average annual return of +9.20%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, SRET has had an average annual return of +3.16%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, SRET has had an average annual return of +0.89%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Mar 17, 2015, SRET has had an average annual return of +2.04%, underperforming the benchmark SPY, which returned +13.85% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.63% | +18.07% | -1.50% | +9.85% | -18.21% | +14% | -36.61% | +22.77% | -5.53% | +17.74% | +23.16% | -10.53% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.12% | +2.73% | -6.86% | +7.84% | -0.21% | +1.46% | +2.70% | +10.63% | |||||
| 2025 | +2.19% | +4.91% | +0.20% | -2.22% | +1.51% | +2.69% | -0.13% | +4.88% | -0.38% | +0.62% | +2.75% | -0.04% | +18.07% |
| 2024 | -6.68% | -2.92% | +3.37% | -4.49% | +3.80% | +0.47% | +7.10% | +5.19% | +2.23% | -3.63% | +0.53% | -5.37% | -1.50% |
| 2023 | +11.48% | -4.50% | -4.60% | -0.15% | -2.86% | +3.69% | +5.01% | -2.99% | -6.42% | -6.42% | +10.07% | +9.53% | +9.85% |
| 2022 | -3.47% | -3.49% | +4.78% | -4.48% | -0.12% | -6.72% | +9.62% | -6.07% | -15.49% | +5.41% | +6.31% | -3.44% | -18.21% |
| 2021 | -0.12% | +5.01% | +3.46% | +6% | -0.49% | -0.21% | -0.20% | +0.93% | -3.07% | +3.81% | -6.56% | +5.39% | +14% |
| 2020 | -0% | -9.30% | -52.23% | +12.52% | +1.36% | +7.61% | -0.04% | +3.20% | -0.67% | -2.76% | +14.70% | +4.30% | -36.61% |
| 2019 | +12.23% | -2.06% | +2.03% | +1.39% | -3.61% | +3.11% | +0.36% | -1.99% | +5.17% | +2.82% | +0.42% | +1.70% | +22.77% |
| 2018 | -3.35% | -6.45% | +3.63% | +2.26% | +4.30% | +1.81% | +2.01% | +2.03% | -2.77% | -2.84% | +2.04% | -7.47% | -5.53% |
| 2017 | +1.82% | +2.19% | +1.99% | +2.06% | -0.36% | +1.97% | +1.85% | +1.18% | +0.46% | -0.90% | +1.85% | +2.41% | +17.74% |
Drawdown analysis of SRET (GLOBAL X SUPERDIVIDEND REIT ETF)
The maximum drawdown for the SRET was -66.96%, occurring on Apr 3, 2020. This drawdown has not yet recovered.
The current SRET drawdown is -19.11%.
Since Mar 17, 2015 SRET has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.96% | Feb 20, 2020 | 31 | Apr 3, 2020 | Ongoing | Ongoing | Ongoing |
| -22.07% | Mar 23, 2015 | 210 | Jan 21, 2016 | 75 | May 9, 2016 | 285 |
| -14.05% | Aug 29, 2018 | 80 | Dec 24, 2018 | 66 | Apr 1, 2019 | 146 |
| -11.43% | Sep 7, 2016 | 46 | Nov 10, 2016 | 103 | Apr 11, 2017 | 149 |
| -11.38% | Dec 28, 2017 | 42 | Mar 1, 2018 | 77 | Jun 20, 2018 | 119 |
| -4.31% | Apr 26, 2019 | 24 | May 31, 2019 | 27 | Jul 10, 2019 | 51 |
| -3.98% | May 16, 2016 | 3 | May 19, 2016 | 12 | Jun 7, 2016 | 15 |
| -3.91% | Jul 12, 2019 | 24 | Aug 15, 2019 | 18 | Sep 11, 2019 | 42 |
| -3.89% | Apr 27, 2017 | 11 | May 12, 2017 | 20 | Jun 12, 2017 | 31 |
| -3.23% | Oct 18, 2017 | 13 | Nov 6, 2017 | 26 | Dec 13, 2017 | 39 |
| -2.22% | Jun 19, 2017 | 13 | Jul 7, 2017 | 11 | Jul 24, 2017 | 24 |
| -1.93% | Sep 27, 2019 | 3 | Oct 2, 2019 | 9 | Oct 15, 2019 | 12 |
| -1.88% | Aug 1, 2016 | 19 | Aug 26, 2016 | 6 | Sep 6, 2016 | 25 |
| -1.79% | Jan 23, 2020 | 6 | Jan 31, 2020 | 9 | Feb 13, 2020 | 15 |
| -1.76% | Dec 9, 2019 | 3 | Dec 12, 2019 | 6 | Dec 20, 2019 | 9 |
| -1.72% | Nov 1, 2019 | 8 | Nov 13, 2019 | 10 | Nov 27, 2019 | 18 |
| -1.67% | Jul 6, 2018 | 15 | Jul 27, 2018 | 5 | Aug 3, 2018 | 20 |
| -1.64% | Jun 8, 2016 | 4 | Jun 14, 2016 | 4 | Jun 20, 2016 | 8 |
| -1.43% | Jun 20, 2016 | 5 | Jun 27, 2016 | 2 | Jun 29, 2016 | 7 |
| -1.42% | Apr 5, 2019 | 2 | Apr 9, 2019 | 10 | Apr 24, 2019 | 12 |
| -1.23% | Aug 1, 2017 | 7 | Aug 10, 2017 | 8 | Aug 22, 2017 | 15 |
| -1.05% | Jun 22, 2018 | 3 | Jun 27, 2018 | 2 | Jun 29, 2018 | 5 |
| -0.97% | Sep 1, 2017 | 1 | Sep 5, 2017 | 4 | Sep 11, 2017 | 5 |
| -0.96% | Jul 6, 2016 | 1 | Jul 7, 2016 | 2 | Jul 11, 2016 | 3 |
| -0.94% | Oct 23, 2019 | 2 | Oct 25, 2019 | 5 | Nov 1, 2019 | 7 |