Global X FinTech ETF (FINX) Performance
FINX total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −16.8% since Dec 31, 2025
- 1 year
- −27.5% total return
- 5 years
- −12.7% a year
- 10 years
- +5.8% a year
- Since first price
- +5.8% a year since 2016
FINX trailing returns vs SPY, QQQ, AGG
| Period | FINX total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −3.8% | −3.8% | −1.0% | −5.0% | +0.9% |
| 3 months | −2.6% | −2.6% | +3.2% | +1.9% | −0.4% |
| 6 months | −4.2% | −4.4% | +7.8% | +8.4% | −1.5% |
| YTD | −16.8% | −16.9% | +12.3% | +15.1% | −1.0% |
| 1 year | −27.5% | −28.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +29.6%+9.0%/yr | +27.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | −49.2%−12.7%/yr | −52.7% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +75.8%+5.8%/yr | +63.0% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionSep 13, 2016 | +76.5%+5.8%/yr | +63.7% | — | — | — |
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: FINX vs SPY
From Sep 13, 2016: FINX grew to $17,651, SPY to $41,945.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
FINX returns by calendar year
6 of 9 full years positive. Best 2020 (+53.8%), worst 2022 (−51.8%). 2026 is year to date.
FINX annual returns table
| Year | FINX | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −16.8% | −27.3% | +12.3% | +15.1% | −1.0% |
| 2025 | −5.2% | −27.6% | +17.7% | +20.8% | +7.2% |
| 2024 | +23.0% | −13.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +33.2% | −26.4% | +26.2% | +54.9% | +5.7% |
| 2022 | −51.8% | −54.0% | −18.2% | −32.6% | −13.0% |
| 2021 | −9.6% | −23.7% | +28.7% | +27.4% | −1.8% |
| 2020 | +53.8% | −41.0% | +18.3% | +48.6% | +7.5% |
| 2019 | +37.5% | −12.3% | +31.2% | +39.0% | +8.5% |
| 2018 | +0.8% | −29.3% | −4.6% | −0.1% | +0.1% |
| 2017 | +50.0% | −3.9% | +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.
FINX largest drawdowns
Now 50.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 25, 2021 | −63.5% | Oct 27, 2023 | not yet | 2.0 years | 5.0 years so far |
| Feb 19, 2020 | −41.0% | Mar 23, 2020 | Jul 6, 2020 | 33 days | 5 months |
| Sep 4, 2018 | −29.3% | Dec 24, 2018 | Jun 10, 2019 | 4 months | 9 months |
| Feb 16, 2021 | −21.6% | May 13, 2021 | Oct 25, 2021 | 3 months | 8 months |
| Jul 26, 2019 | −12.3% | Oct 22, 2019 | Jan 13, 2020 | 3 months | 6 months |
| Oct 12, 2020 | −11.5% | Oct 30, 2020 | Nov 19, 2020 | 18 days | 38 days |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
FINX risk statistics
| Statistic | 3 years | 5 years | 10 years |
|---|---|---|---|
| Annualized return | +6.9% | −11.5% | +5.4% |
| Volatility (annualized) | 27.8% | 30.1% | 27.2% |
| Sharpe ratio | 0.22 | -0.38 | 0.25 |
| Sortino ratio | 0.35 | -0.52 | 0.37 |
| Best month | +19.3% | +19.3% | +19.3% |
| Worst month | −10.2% | −16.6% | −19.7% |
| Best 12 months | +55.0% | +55.0% | +82.7% |
| Worst 12 months | −27.3% | −56.1% | −56.1% |
| Positive months | 53% | 43% | 54% |
| Beta vs S&P 500 | 1.77 | 1.55 | 1.43 |
| Correlation with S&P 500 | 0.79 | 0.81 | 0.81 |
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.
FINX rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 110 | −56.1% | +15.0% | +82.7% | 66% |
| 3-year (a year) | 86 | −18.3% | +7.0% | +28.7% | 58% |
| 5-year (a year) | 62 | −12.6% | −0.0% | +28.3% | 48% |
| 10-year (a year) | 2 | +5.4% | +5.7% | +5.9% | 100% |
Every holding period starting at a month-end since 2016. Returns for 3 years and longer are annualized.
FINX performance overview
Global X FinTech ETF (FINX) returned −27.5% over the past year and +5.8% a year over ten years, with distributions reinvested. Since its first recorded price in 2016 it has returned +5.8% a year, turning $10,000 into about $17,651. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −63.5%, from Oct 25, 2021 to Oct 27, 2023; the fund has not yet regained that high. FINX finished 6 of its 9 full calendar years with a gain; the best year was 2020 (+53.8%) and the worst 2022 (−51.8%). Volatility has been 27.2% a year.
Related: FINX chart, FINX holdings, FINX dividends, FINX valuation. See the FINX overview for the latest quote and fund facts.
FINX performance FAQ
What is the FINX return over the past year?
FINX returned −27.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 28.0%.
What is the average annual return of FINX?
FINX has returned −12.7% a year over 5 years, +5.8% a year over 10 years, +5.8% a year since September 13, 2016 (total return, distributions reinvested).
How much would $10,000 invested in FINX be worth?
$10,000 invested in FINX at its first recorded close on September 13, 2016 would be worth about $17,651 on October 23, 2026 with distributions reinvested.
What was the worst year for FINX?
The worst calendar year was 2022, with a total return of −51.8%. The best was 2020 at +53.8%.
What is the biggest drawdown of FINX?
The largest peak-to-trough decline was −63.5% between October 25, 2021 and October 27, 2023. It has not yet recovered to that high; it is 50.2% below its peak.
How volatile is FINX?
Over the past 3 years FINX had an annualized volatility of 27.8% and a Sharpe ratio of 0.22 (excess return over 1–3 month T-bills per unit of risk).