Global X Artificial Intelligence & Technology… (AIQ) Performance
AIQ total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +22.5% since Dec 31, 2025
- 1 year
- +22.1% total return
- 5 years
- +14.8% a year
- Since first price
- +18.8% a year since 2018
AIQ trailing returns vs SPY, QQQ, AGG
| Period | AIQ total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −5.6% | −5.6% | −1.0% | −5.0% | +0.9% |
| 3 months | +5.0% | +5.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +16.4% | +16.4% | +7.8% | +8.4% | −1.5% |
| YTD | +22.5% | +22.5% | +12.3% | +15.1% | −1.0% |
| 1 year | +22.1% | +21.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +137.8%+33.5%/yr | +136.8% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +99.1%+14.8%/yr | +96.9% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionMay 16, 2018 | +326.4%+18.8%/yr | +314.3% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: AIQ vs SPY
From May 16, 2018: AIQ grew to $42,641, SPY to $31,750.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
AIQ returns by calendar year
6 of 7 full years positive. Best 2023 (+55.4%), worst 2022 (−36.4%). 2026 is year to date.
AIQ annual returns table
| Year | AIQ | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +22.5% | −20.2% | +12.3% | +15.1% | −1.0% |
| 2025 | +31.9% | −26.4% | +17.7% | +20.8% | +7.2% |
| 2024 | +24.1% | −14.0% | +24.9% | +25.6% | +1.3% |
| 2023 | +55.4% | −13.9% | +26.2% | +54.9% | +5.7% |
| 2022 | −36.4% | −42.0% | −18.2% | −32.6% | −13.0% |
| 2021 | +17.1% | −11.3% | +28.7% | +27.4% | −1.8% |
| 2020 | +52.9% | −31.9% | +18.3% | +48.6% | +7.5% |
| 2019 | +39.9% | −12.0% | +31.2% | +39.0% | +8.5% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
AIQ largest drawdowns
Now 11.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 16, 2021 | −44.7% | Oct 14, 2022 | Feb 26, 2024 | 11 months | 2.3 years |
| Feb 19, 2020 | −31.9% | Mar 18, 2020 | Jun 3, 2020 | 28 days | 3 months |
| Feb 18, 2025 | −26.4% | Apr 8, 2025 | Jun 24, 2025 | 49 days | 4 months |
| Aug 29, 2018 | −23.7% | Dec 24, 2018 | Mar 21, 2019 | 4 months | 7 months |
| Jun 2, 2026 | −20.2% | Jul 29, 2026 | not yet | 57 days | 5 months so far |
| Jan 28, 2026 | −16.5% | Mar 30, 2026 | Apr 17, 2026 | 2 months | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
AIQ risk statistics
| Statistic | 3 years | 5 years | Since 2018 |
|---|---|---|---|
| Annualized return | +34.5% | +16.8% | +19.7% |
| Volatility (annualized) | 23.9% | 25.1% | 23.5% |
| Sharpe ratio | 1.18 | 0.60 | 0.78 |
| Sortino ratio | 2.64 | 1.05 | 1.34 |
| Best month | +20.5% | +20.5% | +20.5% |
| Worst month | −10.2% | −13.8% | −13.8% |
| Best 12 months | +67.4% | +67.4% | +83.7% |
| Worst 12 months | +7.3% | −37.8% | −37.8% |
| Positive months | 67% | 58% | 61% |
| Beta vs S&P 500 | 1.63 | 1.35 | — |
| Correlation with S&P 500 | 0.85 | 0.85 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
AIQ rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 90 | −37.8% | +28.6% | +83.7% | 83% |
| 3-year (a year) | 66 | +3.4% | +13.0% | +39.6% | 100% |
| 5-year (a year) | 42 | +10.7% | +16.4% | +19.9% | 100% |
Every holding period starting at a month-end since 2018. Returns for 3 years and longer are annualized.
AIQ performance overview
Global X Artificial Intelligence & Technology… (AIQ) returned +22.1% over the past year and +14.8% a year over five years, with distributions reinvested. Since its first recorded price in 2018 it has returned +18.8% a year, turning $10,000 into about $42,641. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −44.7%, from Nov 16, 2021 to Oct 14, 2022, and it took 1.4 years to get back to the old high. AIQ finished 6 of its 7 full calendar years with a gain; the best year was 2023 (+55.4%) and the worst 2022 (−36.4%). Volatility has been 23.5% a year.
Related: AIQ chart, AIQ holdings, AIQ dividends, AIQ valuation. See the AIQ overview for the latest quote and fund facts.
AIQ performance FAQ
What is the AIQ return over the past year?
AIQ returned +22.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 21.9%.
What is the average annual return of AIQ?
AIQ has returned +14.8% a year over 5 years, +18.8% a year since May 16, 2018 (total return, distributions reinvested).
How much would $10,000 invested in AIQ be worth?
$10,000 invested in AIQ at its first recorded close on May 16, 2018 would be worth about $42,641 on October 23, 2026 with distributions reinvested.
What was the worst year for AIQ?
The worst calendar year was 2022, with a total return of −36.4%. The best was 2023 at +55.4%.
What is the biggest drawdown of AIQ?
The largest peak-to-trough decline was −44.7% between November 16, 2021 and October 14, 2022. It recovered to the old high on February 26, 2024, 1.4 years after the bottom.
How volatile is AIQ?
Over the past 3 years AIQ had an annualized volatility of 23.9% and a Sharpe ratio of 1.18 (excess return over 1–3 month T-bills per unit of risk).