GLOBAL X S&P 500 CATHOLIC VALUES ETF

Symbol: CATH

Exchange: NASDAQ

Sector: Technology

Category: Large Blend

Inception Date: 18/04/2016

Latest Date: 02/04/2026

Current Price: $78.77

Expense Ratio: 0.29%

Assets Under Management
$1.1B
1.49% daily change

Period Performance

Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.

Adjusted Return
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Performance Metrics

Return

-4.56%

Volatility

18.09%

Sharpe Ratio

-2.412

VaR 95%

-1.71%

CVaR 95%: -1.75%
Max Drawdown: -7.87%
Sortino Ratio: -4.542
Calmar Ratio: -5.08
Return

-4.26%

Volatility

14.81%

Sharpe Ratio

-1.341

VaR 95%

-1.72%

CVaR 95%: -1.87%
Max Drawdown: -9.42%
Sortino Ratio: -2.118
Calmar Ratio: -1.72
Return

-2.58%

Volatility

13.94%

Sharpe Ratio

-0.628

VaR 95%

-1.56%

CVaR 95%: -1.94%
Max Drawdown: -9.42%
Sortino Ratio: -0.891
Calmar Ratio: -0.55
Return

16.47%

Volatility

18.69%

Sharpe Ratio

0.691

VaR 95%

-1.67%

CVaR 95%: -2.68%
Max Drawdown: -9.42%
Sortino Ratio: 0.873
Calmar Ratio: 1.76
Return

27.34%

Volatility

16.62%

Sharpe Ratio

0.558

VaR 95%

-1.64%

CVaR 95%: -2.40%
Max Drawdown: -19.34%
Sortino Ratio: 0.722
Calmar Ratio: 0.67
Return

61.73%

Volatility

15.15%

Sharpe Ratio

0.913

VaR 95%

-1.46%

CVaR 95%: -2.13%
Max Drawdown: -19.34%
Sortino Ratio: 1.223
Calmar Ratio: 0.90

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.068%

Best Day

9.908%

09/04/2025
Worst Day

-5.861%

04/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $77.61 $78.94 $77.45 $78.77 20,400
01/04/2026 $78.65 $79.04 $78.55 $78.71 63,300
31/03/2026 $76.74 $78.25 $76.73 $78.15 75,800
30/03/2026 $76.94 $76.94 $75.61 $75.92 98,700
27/03/2026 $77.37 $77.37 $76.13 $76.24 35,200
26/03/2026 $78.34 $78.75 $77.57 $77.57 27,800
25/03/2026 $79.25 $79.42 $78.92 $78.96 52,500
24/03/2026 $78.50 $79.06 $78.28 $78.64 21,500
23/03/2026 $79.21 $79.75 $78.78 $78.92 91,900
20/03/2026 $78.96 $78.96 $77.78 $77.99 23,800