NAV5/24/2018 Chg.-0.8300 Type of yield Investment Focus Investment company
33.3800USD -2.43% reinvestment Special Type Worldwide Global X Management 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2010 - - - - - - - -3.72 15.47 7.13 1.92 11.92 -
2011 -3.93 3.36 -3.83 4.21 -7.64 -4.76 0.35 -9.61 -24.44 17.17 -0.88 -8.31 -36.12%
2012 15.50 0.72 -0.18 -4.53 -14.42 9.04 -7.02 5.61 5.93 -7.33 0.28 -0.14 -0.14%
2013 2.77 -1.55 -5.75 -6.76 -1.40 -11.15 6.41 -3.60 15.96 -3.22 -1.78 2.91 -9.36%
2014 -5.43 12.13 -2.31 -2.88 1.60 2.69 -1.31 1.55 -8.79 -4.38 0.25 -6.23 -13.76%
2015 -1.95 8.32 -5.26 10.84 -0.48 -7.91 -10.41 -9.00 -0.43 10.26 -1.60 -0.34 -10.28%
2016 -10.52 4.14 13.52 5.98 6.26 2.45 0.53 -1.21 -0.29 -1.76 2.62 -0.73 +20.95%
2017 8.46 -1.54 7.04 2.07 4.06 -2.69 6.60 8.73 10.98 5.11 1.97 -2.86 +58.21%
2018 -2.81 -7.89 -5.36 1.25 0.48 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 19.41% 18.74% 17.24% 17.64% 15.94%
Sharpe ratio -1.62 -1.67 0.83 0.56 0.38
Best month +1.25% +1.97% +10.98% +13.52% +15.96%
Worst month -7.89% -7.89% -7.89% -10.52% -11.15%
Maximum loss -20.82% -20.82% -20.82% -31.41% -39.06%
Outperformance -12.81% - -11.71% +11.82% +30.47%
 
All quotes in USD

Performance

YTD
  -13.81%
6 Months
  -17.17%
1 Year  
+13.92%
3 Years  
+31.73%
5 Years  
+31.83%
Since start  
+7.61%
Year
2017  
+58.21%
2016  
+20.95%
2015
  -10.28%
2014
  -13.76%
2013
  -9.36%
2012
  -0.14%
2011
  -36.12%