Global X S&P 500 Catholic Values ETF (CATH) Performance
CATH total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +10.4% since Dec 31, 2025
- 1 year
- +11.8% total return
- 5 years
- +11.0% a year
- 10 years
- +14.7% a year
- Since first price
- +14.2% a year since 2016
CATH trailing returns vs SPY, QQQ, AGG
| Period | CATH total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.7% | −0.7% | −1.0% | −5.0% | +0.9% |
| 3 months | +3.3% | +3.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +6.3% | +5.9% | +7.8% | +8.4% | −1.5% |
| YTD | +10.4% | +10.0% | +12.3% | +15.1% | −1.0% |
| 1 year | +11.8% | +10.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +81.6%+22.0%/yr | +76.5% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +68.8%+11.0%/yr | +60.0% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +294.5%+14.7%/yr | +248.6% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionApr 19, 2016 | +305.6%+14.2%/yr | +258.4% | — | — | — |
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: CATH vs SPY
From Apr 19, 2016: CATH grew to $40,556, SPY to $42,832.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
CATH returns by calendar year
7 of 9 full years positive. Best 2019 (+31.7%), worst 2022 (−20.0%). 2026 is year to date.
CATH annual returns table
| Year | CATH | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +10.4% | −9.4% | +12.3% | +15.1% | −1.0% |
| 2025 | +17.1% | −19.3% | +17.7% | +20.8% | +7.2% |
| 2024 | +23.3% | −8.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +26.2% | −11.1% | +26.2% | +54.9% | +5.7% |
| 2022 | −20.0% | −26.3% | −18.2% | −32.6% | −13.0% |
| 2021 | +28.9% | −8.6% | +28.7% | +27.4% | −1.8% |
| 2020 | +18.8% | −34.0% | +18.3% | +48.6% | +7.5% |
| 2019 | +31.7% | −7.0% | +31.2% | +39.0% | +8.5% |
| 2018 | −5.8% | −19.6% | −4.6% | −0.1% | +0.1% |
| 2017 | +22.8% | −2.4% | +21.7% | +32.7% | +3.6% |
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.
CATH largest drawdowns
Now 2.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 19, 2020 | −34.0% | Mar 23, 2020 | Aug 6, 2020 | 33 days | 6 months |
| Oct 28, 2021 | −28.1% | Oct 12, 2022 | Jan 29, 2024 | 11 months | 2.3 years |
| Sep 20, 2018 | −19.6% | Dec 24, 2018 | Apr 12, 2019 | 3 months | 7 months |
| Feb 19, 2025 | −19.3% | Apr 8, 2025 | Jun 25, 2025 | 48 days | 4 months |
| Jan 23, 2018 | −11.0% | Feb 8, 2018 | Aug 24, 2018 | 16 days | 7 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
CATH risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2016 |
|---|---|---|---|---|
| Annualized return | +21.3% | +12.1% | +14.6% | +14.6% |
| Volatility (annualized) | 12.9% | 16.1% | 15.7% | 15.4% |
| Sharpe ratio | 1.24 | 0.57 | 0.81 | 0.82 |
| Sortino ratio | 2.49 | 0.90 | 1.27 | 1.30 |
| Best month | +10.6% | +10.6% | +12.4% | +12.4% |
| Worst month | −5.7% | −9.7% | −11.7% | −11.7% |
| Best 12 months | +36.5% | +36.5% | +57.5% | +57.5% |
| Worst 12 months | +7.2% | −20.0% | −20.0% | −20.0% |
| Positive months | 64% | 58% | 67% | 67% |
| Beta vs S&P 500 | 1.03 | 1.03 | 1.02 | — |
| Correlation with S&P 500 | 1.00 | 1.00 | 1.00 | — |
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.
CATH rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 115 | −20.0% | +16.5% | +57.5% | 87% |
| 3-year (a year) | 91 | +5.0% | +13.4% | +26.3% | 100% |
| 5-year (a year) | 67 | +8.7% | +14.0% | +18.9% | 100% |
| 10-year (a year) | 7 | +14.4% | +14.7% | +15.0% | 100% |
Every holding period starting at a month-end since 2016. Returns for 3 years and longer are annualized.
CATH performance overview
Global X S&P 500 Catholic Values ETF (CATH) returned +11.8% over the past year and +14.7% a year over ten years, with distributions reinvested. Since its first recorded price in 2016 it has returned +14.2% a year, turning $10,000 into about $40,556. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −34.0%, from Feb 19, 2020 to Mar 23, 2020, and it took 4 months to get back to the old high. CATH finished 7 of its 9 full calendar years with a gain; the best year was 2019 (+31.7%) and the worst 2022 (−20.0%). Volatility has been 15.4% a year.
Related: CATH chart, CATH holdings, CATH dividends, CATH valuation. See the CATH overview for the latest quote and fund facts.
CATH performance FAQ
What is the CATH return over the past year?
CATH returned +11.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 10.9%.
What is the average annual return of CATH?
CATH has returned +11.0% a year over 5 years, +14.7% a year over 10 years, +14.2% a year since April 19, 2016 (total return, distributions reinvested).
How much would $10,000 invested in CATH be worth?
$10,000 invested in CATH at its first recorded close on April 19, 2016 would be worth about $40,556 on October 23, 2026 with distributions reinvested.
What was the worst year for CATH?
The worst calendar year was 2022, with a total return of −20.0%. The best was 2019 at +31.7%.
What is the biggest drawdown of CATH?
The largest peak-to-trough decline was −34.0% between February 19, 2020 and March 23, 2020. It recovered to the old high on August 6, 2020, 4 months after the bottom.
How volatile is CATH?
Over the past 3 years CATH had an annualized volatility of 12.9% and a Sharpe ratio of 1.24 (excess return over 1–3 month T-bills per unit of risk).