Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FINX (Global X FinTech ETF) -20.73% -27.70% 3.19% -11.39% NA NA NA
Data as of 06/10/2026, Common starting date is 09/13/2016
More Performance Analytics Comparison
Name Start Date End Date
FINX (Global X FinTech ETF) 09/13/2016 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) -5.32 -27.70 3.19 -11.39 NA NA NA -20.73 -5.20 23.02 33.17 -51.80 -9.65 53.76 37.52 0.81 49.96 -1.91
Sharpe Ratio NA -0.92 0.05 -0.43 NA NA NA -1.21 -0.27 0.85 1.16 -1.20 -0.37 1.30 1.87 -0.02 4.27 -0.42
Standard Deviation(%) NA 30.00 27.45 31.48 NA NA NA 35.11 29.94 22.89 25.63 44.51 26.17 40.91 19.28 24.10 11.54 15.70
Draw Down(%) NA 36.57 36.57 63.54 NA NA NA 27.26 27.55 13.48 26.42 54.05 23.74 40.98 12.26 29.34 3.95 6.38
Yield(%) 0.00 0.53 0.70 1.16 1.83 1.22 0.91 0.00 0.55 0.91 0.28 0.13 4.67 0.00 0.00 0.17 0.17 0.00
Data as of 06/10/2026, Common starting date is 09/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FINX (Global X FinTech ETF) -18.30%
Oct 2020 – Oct 2023
-11.05%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FINX (Global X FinTech ETF) 28.70%
Dec 2017 – Dec 2020
28.27%
Oct 2016 – Oct 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return