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 +7.41% over the past year and +5.94% YTD, with dividends reinvested. Since Apr. 19, 2016, CATH is up +186.84% in real purchasing-power return, or +10.55%/yr, and is currently −3.38% below its real total-return high on Aug. 13, 2026.

Data ending Fri Oct. 23, 2026

Growth of $10,000

Tue 2016-04-19💬 to Fri 2026-10-23 Overall
Return 		Exponential
Trendline
CATH × 		+186.84%
+10.55%/yr 		+9.76%/yr
R2=0.909
Global X S&P 500 Catholic Values ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2016-04-19💬 to Fri 2026-10-23 Start
Value 		End
Value
CATH × 		$10,000.00
2016-04-19 		$28,683.53
2026-10-23

This Year’s Performance

through 2026-10-23

  YTD YoY
CATH × 		+5.94% +7.41%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
CATH × 		−3.38%
on 2026-10-23
from 2026-08-13 peak 		−33.91%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

Period ending Fri 2026-10-23 1 yr 2 yr 3 yr 5 yr 10 yr
CATH × 		+7.41% +23.46%
+11.11%/yr 		+65.50%
+18.29%/yr 		+37.93%
+6.64%/yr 		+182.25%
+10.93%/yr

Annual Returns

Year CATH
2026 (YTD) +5.94%
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%