Global X S&P 500 Covered Call & Growth ETF/ US37954Y2770 /
| NAV03/07/2024 | Chg.+0.1100 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 31.1000USD | +0.36% | paying dividend | Special Type Worldwide | Global X Management ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | -2.45 | 3.39 | -7.25 | -2.26 | -6.23 | 6.06 | -4.95 | -6.09 | 3.87 | 3.22 | -4.07 | -16.35% |
| 2023 | 4.64 | -1.86 | 2.20 | 0.87 | 0.26 | 3.88 | 1.94 | -2.15 | -4.15 | -1.96 | 5.56 | 2.87 | +12.25% |
| 2024 | 1.27 | 3.14 | 2.27 | -3.14 | 2.70 | 2.26 | 1.11 | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 7.08% | 7.11% | 8.03% | -% | -% |
| Sharpe ratio | 2.39 | 2.70 | 1.00 | - | - |
| Best month | +3.14% | +3.14% | +5.56% | +6.06% | - |
| Worst month | -3.14% | -3.14% | -4.15% | -7.25% | - |
| Maximum loss | -3.94% | -3.94% | -9.56% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Performance
| YTD | +9.86% | ||
|---|---|---|---|
| 6 Months | +10.83% | ||
| 1 Year | +11.75% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +3.15% | ||
| Year | |||
| 2023 | +12.25% | ||
| 2022 | -16.35% | ||
