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 +13.03% over the past year and +4.83% YTD, with dividends reinvested. Since Apr. 19, 2016, CATH is up +183.83% in real purchasing-power return, or +10.76%/yr, and is currently āˆ’1.54% below its real total-return high on Jun. 2, 2026.

Data ending Mon Jul. 6, 2026

Tue 2016-04-19šŸ’¬ to Mon 2026-07-06 YTD
Return 		1 Year
Return
CATH × 		+4.83%
2026-07-06 		+13.03%
2026-07-06
Global X S&P 500 Catholic Values ETF NASDAQ Exchange-Traded Fund

Returns

Tue 2016-04-19šŸ’¬ to Mon 2026-07-06 Overall
Return 		Exponential
Trendline
CATH × 		+183.83%
+10.76%/yr 		+9.63%/yr
(R2=0.901)
Global X S&P 500 Catholic Values ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2016-04-19šŸ’¬ to Mon 2026-07-06 Start
Value 		End
Value
CATH × 		$10,000.00
2016-04-19 		$28,383.34
2026-07-06
Global X S&P 500 Catholic Values ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year CATH
2026 (YTD) +4.83%
2025 +14.03%
2024 +19.89%
2023 +22.07%
2022 āˆ’24.82%
2021 +20.39%
2020 +17.21%
2019 +28.71%
2018 āˆ’7.56%
2017 +20.29%
2016 +6.86%

Drawdowns

Tue 2016-04-19šŸ’¬ to Mon 2026-07-06 Current
Drawdown 		Worst
Drawdown
CATH × 		āˆ’1.54%
from 2026-06-02 peak 		āˆ’33.91%
2020-03-23
from 2020-02-19 peak
Global X S&P 500 Catholic Values ETF NASDAQ Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-07-06 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
CATH × 		+13.03% +27.05%
+12.72%/yr 		+54.23%
+15.54%/yr 		+40.66%
+7.06%/yr 		+189.08%
+11.20%/yr
Global X S&P 500 Catholic Values ETF NASDAQ Exchange-Traded Fund