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 +10.60% over the past year and +8.53% YTD, with dividends reinvested. Since Apr. 19, 2016, CATH is up +193.85% in real purchasing-power return, or +10.85%/yr, and is currently −1.02% below its real total-return high on Aug. 13, 2026.

Data ending Mon Oct. 5, 2026

Growth of $10,000

Tue 2016-04-19💬 to Mon 2026-10-05 Overall
Return 		Exponential
Trendline
CATH × 		+193.85%
+10.85%/yr 		+9.74%/yr
R2=0.908
Global X S&P 500 Catholic Values ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2016-04-19💬 to Mon 2026-10-05 Start
Value 		End
Value
CATH × 		$10,000.00
2016-04-19 		$29,385.49
2026-10-05

This Year’s Performance

through 2026-10-05

  YTD YoY
CATH × 		+8.53% +10.60%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
CATH × 		−1.02%
on 2026-10-05
from 2026-08-13 peak 		−33.91%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

Period ending Mon 2026-10-05 1 yr 2 yr 3 yr 5 yr 10 yr
CATH × 		+10.60% +27.45%
+12.89%/yr 		+67.46%
+18.75%/yr 		+46.87%
+7.99%/yr 		+186.21%
+11.09%/yr

Annual Returns

Year CATH
2026 (YTD) +8.53%
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%