GLOBAL X FDS
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$61.59
- Net Assets:$0 Million
- NAV:$62.12
- Premium-0.85%
- Peer Rank:169 of 559
- Investment Rating:B
- Performance:B+
- RiskC+
We rate Global X S&P 500 Catholic Values at B. Positive factors that influence this rating include a well above average total return, low price volatility, low expense structure and long term portfolio management tenure. The fund may be considered for investors seeking a Growth - Domestic strategy.
Total return ranks very high in comparison with peers over the last three years. The Global X S&P 500 Catholic Values has returned an annual rate of 13.50% since inception. More recently, the fund has generated a total return of 14.62% in the last five years, 10.46% in the last three years, and 27.18% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 92% of them. It has also outpaced 84% of its competitors on a three year basis and 87% of them over the last year for the period ending 2/29/2024. On a year to date basis, CATH has returned 7.14%.
Downside risk has been below average. CATH has a draw down risk of -25.90%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 18.4%. This fund has experienced a high level of volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As CATH is an exchange traded fund, it has no front end or back end load.
The Global X S&P 500 Catholic Values is managed by Nam To at Global X Management Company LLC. This fund is one of 69 Global X Management Company LLC exchange-traded funds launched since 2/5/2009 that we track.