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 +9.20% over the past year and +6.08% YTD, with dividends reinvested. Since Apr. 19, 2016, CATH is up +187.21% in real purchasing-power return, or +10.67%/yr, and is currently −3.26% below its real total-return high on Aug. 13, 2026.

Data ending Tue Sep. 15, 2026

Growth of $10,000

Tue 2016-04-19💬 to Tue 2026-09-15 Overall
Return 		Exponential
Trendline
CATH × 		+187.21%
+10.67%/yr 		+9.72%/yr
R2=0.906
Global X S&P 500 Catholic Values ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2016-04-19💬 to Tue 2026-09-15 Start
Value 		End
Value
CATH × 		$10,000.00
2016-04-19 		$28,721.26
2026-09-15

This Year’s Performance

through 2026-09-15

  YTD YoY
CATH × 		+6.08% +9.20%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
CATH × 		−3.26%
on 2026-09-15
from 2026-08-13 peak 		−33.91%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

Period ending Tue 2026-09-15 1 yr 2 yr 3 yr 5 yr 10 yr
CATH × 		+9.20% +27.28%
+12.82%/yr 		+56.90%
+16.20%/yr 		+38.36%
+6.71%/yr 		+181.50%
+10.90%/yr

Annual Returns

Year CATH
2026 (YTD) +6.08%
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%