All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

CATH: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

CATH real return snapshot: after CPI-U inflation, CATH returned +10.24% over the past year and +3.53% YTD, with dividends reinvested. Since Apr. 19, 2016, CATH is up +180.30% in real purchasing-power return, or +10.57%/yr, and is currently −2.81% below its real total-return high on Jun. 2, 2026.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Tue 2016-04-19💬 to Fri 2026-07-24 Overall
Return 		Exponential
Trendline
CATH × 		+180.30%
+10.57%/yr 		+9.65%/yr
R2=0.902
Global X S&P 500 Catholic Values ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2016-04-19💬 to Fri 2026-07-24 Start
Value 		End
Value
CATH × 		$10,000.00
2016-04-19 		$28,030.44
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
CATH × 		+3.53% +10.24%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
CATH × 		−2.81%
on 2026-07-24
from 2026-06-02 peak 		−33.91%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
CATH × 		+10.24% +28.54%
+13.38%/yr 		+47.51%
+13.83%/yr 		+37.65%
+6.60%/yr 		+172.68%
+10.55%/yr

Annual Returns

Year CATH
2026 (YTD) +3.53%
2025 +14.03%
2024 +19.89%
2023 +22.07%
2022 −24.82%
2021 +20.39%
2020 +17.21%
2019 +28.71%
2018 −7.56%
2017 +20.29%
2016 +6.86%