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
LIT (Global X Lithium & Battery Tech ETF) 18.01% 104.03% 7.04% 2.87% 13.46% 6.29% NA
Data as of 06/10/2026, Common starting date is 07/23/2010
More Performance Analytics Comparison
Name Start Date End Date
LIT (Global X Lithium & Battery Tech ETF) 07/23/2010 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 2015 2014 2013 2012 2011 2010
Annualized Return (%) -9.80 104.03 7.04 2.87 13.46 6.29 NA 18.01 67.07 -19.19 -12.18 -29.91 36.75 127.85 3.27 -28.64 64.15 23.96 -9.54 -12.63 -8.96 5.30 -36.82 44.68
Sharpe Ratio NA 3.28 0.17 0.02 0.40 NA NA 1.54 2.07 -0.70 -0.62 -0.88 1.01 2.71 0.09 -1.34 3.75 1.05 -0.45 -0.78 -0.46 0.25 -0.97 5.92
Standard Deviation(%) NA 33.35 31.34 31.86 30.72 NA NA 34.11 31.69 32.54 25.73 35.59 36.35 46.82 18.97 22.41 17.03 22.67 21.21 16.21 19.52 21.24 37.91 21.88
Draw Down(%) NA 14.54 53.01 65.91 65.91 NA NA 14.54 25.72 30.84 36.38 32.17 25.78 46.06 25.03 35.52 8.35 14.14 31.35 22.73 26.23 24.90 45.87 8.43
Yield(%) 0.00 0.83 0.66 0.59 2.10 2.21 2.14 0.00 0.79 0.76 0.98 0.67 0.28 0.90 1.87 1.71 5.09 2.64 0.43 1.86 0.56 4.70 0.16 3.28
Data as of 06/10/2026, Common starting date is 07/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LIT (Global X Lithium & Battery Tech ETF) -23.05%
Aug 2021 – Aug 2024
-14.82%
Jan 2011 – Jan 2016
2.85%
Sep 2010 – Sep 2020
3.93%
Dec 2010 – Dec 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LIT (Global X Lithium & Battery Tech ETF) 47.67%
Aug 2019 – Aug 2022
33.48%
Oct 2016 – Oct 2021
16.50%
Feb 2016 – Feb 2026
6.64%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return