Global X Funds (BTRN) Performance
BTRN total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.2% since Dec 31, 2025
- 1 year
- −3.1% total return
- Since first price
- +9.0% since 2024
BTRN trailing returns vs SPY, QQQ, AGG
| Period | BTRN total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.3% | −1.3% | −1.0% | −5.0% | +0.9% |
| 3 months | +9.5% | +9.5% | +3.2% | +1.9% | −0.4% |
| 6 months | −2.5% | −3.4% | +7.8% | +8.4% | −1.5% |
| YTD | −1.2% | −2.2% | +12.3% | +15.1% | −1.0% |
| 1 year | −3.1% | −24.4% | +14.4% | +15.9% | −1.1% |
| Since inceptionMar 21, 2024 | +9.0% | −17.7% | — | — | — |
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: BTRN vs SPY
From Mar 21, 2024: BTRN grew to $10,904, SPY to $14,983.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BTRN returns by calendar year
1 of 1 full years positive. Best 2025 (+4.9%), worst 2025 (+4.9%). 2026 is year to date.
BTRN annual returns table
| Year | BTRN | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −1.2% | −15.4% | +12.3% | +15.1% | −1.0% |
| 2025 | +4.9% | −18.6% | +17.7% | +20.8% | +7.2% |
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.
BTRN largest drawdowns
Now 18.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 28, 2024 | −37.0% | Aug 5, 2024 | Nov 21, 2024 | 4 months | 8 months |
| Jul 14, 2025 | −26.5% | Jul 31, 2026 | not yet | 1.0 years | 1.3 years so far |
| Dec 17, 2024 | −12.9% | Dec 23, 2024 | May 9, 2025 | 6 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.
BTRN risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +0.7% |
| Volatility (annualized) | 33.1% |
| Sharpe ratio | 0.04 |
| Sortino ratio | 0.07 |
| Best month | +36.8% |
| Worst month | −19.5% |
| Best 12 months | +65.8% |
| Worst 12 months | −24.3% |
| Positive months | 50% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
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.
BTRN rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 20 | −24.3% | +2.5% | +65.8% | 60% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
BTRN performance overview
Global X Funds (BTRN) returned −3.1% over the past year, with distributions reinvested. Since its first recorded price on Mar 21, 2024 it has returned +9.0%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −37.0%, from Mar 28, 2024 to Aug 5, 2024, and it took 4 months to get back to the old high. Volatility has been 33.1% a year.
Related: BTRN chart, BTRN dividends. See the BTRN overview for the latest quote and fund facts.
BTRN performance FAQ
What is the BTRN return over the past year?
BTRN returned −3.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 24.4%.
How much would $10,000 invested in BTRN be worth?
$10,000 invested in BTRN at its first recorded close on March 21, 2024 would be worth about $10,904 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of BTRN?
The largest peak-to-trough decline was −37.0% between March 28, 2024 and August 5, 2024. It recovered to the old high on November 21, 2024, 4 months after the bottom.
How volatile is BTRN?
Over the past history BTRN had an annualized volatility of 33.1% and a Sharpe ratio of 0.04 (excess return over 1–3 month T-bills per unit of risk).