Global X Guru Index ETF

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GURU : n.a. : Financial
$23.03 -0.07 | -0.30%
Today's Range: 22.98 - 23.08
Avg. Daily Volume: 26,800
07/25/16 - 3:57 PM ET
  • Last Ratings Update:06/30/2016
  • Price as of 06/30/2016 :$22.18
  • Net Assets:$491.3 Million
  • NAV:$22.28
  • Premium-0.45%
  •   
  • Peer Rank:82 of 118
  • Investment Rating:C-
  • Performance:C-
  • RiskB-
GURU Price Chart

SUMMARY


We rate Global X Guru Index ETF at C-. Positive factors that influence this rating include a low expense structure. The fund may be considered for investors seeking a Growth & Income strategy.


POSITIVES AND RISKS


Total return ranks below peers over the last three years. The Global X Guru Index ETF has returned an annual rate of 11.61% since inception. More recently, the fund has generated a total return of 2.44% in the last three years, -15.37% in the last year, and -4.09% in the last six months. How does that compare to other equity funds? In the last three years, it has outperformed 37% of them. It has also outpaced 13% of its competitors on a one year basis for the period ending 6/30/2016. On a year to date basis, GURU has returned -4.09%.

Downside risk has been below average. GURU has a draw down risk of -23.83%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 14.4%. This fund has had moderate volatility in its monthly performance over the last 36 months. As of 6/30/2016, the fund was trading at a price of $22.18, which is 2.6% below its 52-week high of $22.78 and 6.3% above its 52-week low of $20.86.

Low expense ratio helps performance. As GURU is an exchange traded fund, it has no front end or back end load.

The Global X Guru Index ETF is managed by Chang Kim at Global X Management Company LLC. This fund is one of 45 Global X Management Company LLC exchange-traded funds launched since 2/5/2009 that we track.


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