Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEFA (Global X S&P Catholic Values Developed ex-US ETF) | 6.31% | 17.72% | 14.49% | 6.27% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/24/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEFA (Global X S&P Catholic Values Developed ex-US ETF) | 12/24/2020 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.55 | 17.72 | 14.49 | 6.27 | NA | NA | NA | … | … | 6.31 | 26.45 | 5.02 | 17.39 | -16.67 | 7.98 | 1.84 |
| Sharpe Ratio | NA | 0.95 | 0.68 | 0.20 | NA | NA | NA | … | … | 0.54 | 1.32 | 0.09 | 1.02 | -0.71 | 0.52 | 23.68 |
| Standard Deviation(%) | NA | 15.60 | 16.47 | 18.25 | NA | NA | NA | … | … | 19.70 | 17.89 | 15.17 | 13.53 | 25.53 | 15.23 | 9.14 |
| Draw Down(%) | NA | 11.53 | 15.44 | 31.97 | NA | NA | NA | … | … | 11.53 | 15.44 | 8.73 | 12.02 | 29.77 | 7.72 | 0.02 |
| Yield(%) | 0.00 | 3.07 | 3.19 | 2.66 | 1.56 | 1.04 | 0.78 | … | … | 0.00 | 3.53 | 3.35 | 2.68 | 1.91 | 3.59 | 0.85 |
Data as of 06/08/2026, Common starting date is 12/24/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEFA (Global X S&P Catholic Values Developed ex-US ETF) |
0.36%
Apr 2021 – Apr 2024 |
6.42%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEFA (Global X S&P Catholic Values Developed ex-US ETF) |
20.31%
Sep 2022 – Sep 2025 |
8.72%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart