Global X Alternative Income ETF (ALTY) Performance
ALTY total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +4.2% since Dec 31, 2025
- 1 year
- +5.9% total return
- 5 years
- +4.6% a year
- 10 years
- +5.4% a year
- Since first price
- +5.8% a year since 2015
ALTY trailing returns vs SPY, QQQ, AGG
| Period | ALTY total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.4% | −2.1% | −1.0% | −5.0% | +0.9% |
| 3 months | −3.2% | −5.0% | +3.2% | +1.9% | −0.4% |
| 6 months | −1.4% | −5.1% | +7.8% | +8.4% | −1.5% |
| YTD | +4.2% | −1.7% | +12.3% | +15.1% | −1.0% |
| 1 year | +5.9% | −1.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +41.9%+12.4%/yr | +12.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +25.2%+4.6%/yr | −14.1% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +68.5%+5.4%/yr | −23.1% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionJul 14, 2015 | +88.4%+5.8%/yr | −22.6% | — | — | — |
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: ALTY vs SPY
From Jul 14, 2015: ALTY grew to $18,841, SPY to $43,373.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
ALTY returns by calendar year
7 of 10 full years positive. Best 2021 (+23.1%), worst 2020 (−12.8%). 2026 is year to date.
ALTY annual returns table
| Year | ALTY | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +4.2% | −5.2% | +12.3% | +15.1% | −1.0% |
| 2025 | +11.1% | −10.1% | +17.7% | +20.8% | +7.2% |
| 2024 | +10.9% | −3.8% | +24.9% | +25.6% | +1.3% |
| 2023 | +10.6% | −9.3% | +26.2% | +54.9% | +5.7% |
| 2022 | −11.9% | −18.5% | −18.2% | −32.6% | −13.0% |
| 2021 | +23.1% | −4.2% | +28.7% | +27.4% | −1.8% |
| 2020 | −12.8% | −51.5% | +18.3% | +48.6% | +7.5% |
| 2019 | +21.4% | −3.9% | +31.2% | +39.0% | +8.5% |
| 2018 | −6.2% | −14.2% | −4.6% | −0.1% | +0.1% |
| 2017 | +10.8% | −3.0% | +21.7% | +32.7% | +3.6% |
| 2016 | +16.7% | −11.9% | +12.0% | +7.1% | +2.4% |
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.
ALTY largest drawdowns
Now 4.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 20, 2020 | −51.5% | Mar 18, 2020 | May 7, 2021 | 27 days | 1.2 years |
| Jul 15, 2015 | −30.5% | Jan 20, 2016 | Apr 25, 2017 | 6 months | 1.8 years |
| Jan 4, 2022 | −18.5% | Oct 14, 2022 | May 15, 2024 | 9 months | 2.4 years |
| Aug 29, 2018 | −14.2% | Dec 24, 2018 | Feb 22, 2019 | 4 months | 6 months |
| Feb 28, 2025 | −10.1% | Apr 8, 2025 | Jul 25, 2025 | 39 days | 5 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
ALTY risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2015 |
|---|---|---|---|---|
| Annualized return | +11.3% | +5.2% | +5.1% | +6.0% |
| Volatility (annualized) | 7.8% | 11.0% | 16.5% | 16.3% |
| Sharpe ratio | 0.86 | 0.19 | 0.26 | 0.32 |
| Sortino ratio | 1.40 | 0.27 | 0.33 | 0.42 |
| Best month | +6.5% | +7.2% | +16.9% | +16.9% |
| Worst month | −3.8% | −9.3% | −33.5% | −33.5% |
| Best 12 months | +22.1% | +22.1% | +59.2% | +59.2% |
| Worst 12 months | +6.9% | −14.5% | −35.4% | −35.4% |
| Positive months | 75% | 63% | 67% | 66% |
| Beta vs S&P 500 | 0.47 | 0.60 | 0.86 | — |
| Correlation with S&P 500 | 0.74 | 0.86 | 0.80 | — |
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.
ALTY rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 124 | −35.4% | +8.8% | +59.2% | 77% |
| 3-year (a year) | 100 | −10.5% | +5.8% | +17.8% | 85% |
| 5-year (a year) | 76 | +0.1% | +4.1% | +14.5% | 100% |
| 10-year (a year) | 16 | +5.1% | +6.2% | +7.6% | 100% |
Every holding period starting at a month-end since 2015. Returns for 3 years and longer are annualized.
ALTY performance overview
Global X Alternative Income ETF (ALTY) returned +5.9% over the past year and +5.4% a year over ten years, with distributions reinvested. Since its first recorded price in 2015 it has returned +5.8% a year, turning $10,000 into about $18,841. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −51.5%, from Feb 20, 2020 to Mar 18, 2020, and it took 1.1 years to get back to the old high. ALTY finished 7 of its 10 full calendar years with a gain; the best year was 2021 (+23.1%) and the worst 2020 (−12.8%). Volatility has been 16.3% a year.
Related: ALTY chart, ALTY holdings, ALTY dividends. See the ALTY overview for the latest quote and fund facts.
ALTY performance FAQ
What is the ALTY return over the past year?
ALTY returned +5.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 1.9%.
What is the average annual return of ALTY?
ALTY has returned +4.6% a year over 5 years, +5.4% a year over 10 years, +5.8% a year since July 14, 2015 (total return, distributions reinvested).
How much would $10,000 invested in ALTY be worth?
$10,000 invested in ALTY at its first recorded close on July 14, 2015 would be worth about $18,841 on October 23, 2026 with distributions reinvested.
What was the worst year for ALTY?
The worst calendar year was 2020, with a total return of −12.8%. The best was 2021 at +23.1%.
What is the biggest drawdown of ALTY?
The largest peak-to-trough decline was −51.5% between February 20, 2020 and March 18, 2020. It recovered to the old high on May 7, 2021, 1.1 years after the bottom.
How volatile is ALTY?
Over the past 3 years ALTY had an annualized volatility of 7.8% and a Sharpe ratio of 0.86 (excess return over 1–3 month T-bills per unit of risk).