Global X Guru ETF (GURU) Performance
GURU total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +4.1% since Dec 31, 2025
- 1 year
- +7.6% total return
- 5 years
- +5.3% a year
- 10 years
- +11.4% a year
- Since first price
- +11.7% a year since 2012
GURU trailing returns vs SPY, QQQ, AGG
| Period | GURU total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −4.5% | −4.5% | −1.0% | −5.0% | +0.9% |
| 3 months | −3.1% | −3.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +2.3% | +2.3% | +7.8% | +8.4% | −1.5% |
| YTD | +4.1% | +4.1% | +12.3% | +15.1% | −1.0% |
| 1 year | +7.6% | +7.5% | +14.4% | +15.9% | −1.1% |
| 3 years | +90.1%+23.9%/yr | +88.8% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +29.5%+5.3%/yr | +28.0% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +193.7%+11.4%/yr | +177.2% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionJun 5, 2012 | +390.1%+11.7%/yr | +329.1% | — | — | — |
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: GURU vs SPY
From Jun 5, 2012: GURU grew to $49,009, SPY to $75,644.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
GURU returns by calendar year
10 of 13 full years positive. Best 2013 (+47.3%), worst 2022 (−27.9%). 2026 is year to date.
GURU annual returns table
| Year | GURU | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +4.1% | −9.4% | +12.3% | +15.1% | −1.0% |
| 2025 | +25.4% | −20.7% | +17.7% | +20.8% | +7.2% |
| 2024 | +23.8% | −8.2% | +24.9% | +25.6% | +1.3% |
| 2023 | +19.3% | −13.1% | +26.2% | +54.9% | +5.7% |
| 2022 | −27.9% | −33.7% | −18.2% | −32.6% | −13.0% |
| 2021 | +8.2% | −10.8% | +28.7% | +27.4% | −1.8% |
| 2020 | +25.3% | −37.4% | +18.3% | +48.6% | +7.5% |
| 2019 | +31.0% | −8.7% | +31.2% | +39.0% | +8.5% |
| 2018 | −6.6% | −20.6% | −4.6% | −0.1% | +0.1% |
| 2017 | +24.3% | −3.1% | +21.7% | +32.7% | +3.6% |
| 2016 | +3.7% | −16.8% | +12.0% | +7.1% | +2.4% |
| 2015 | −10.8% | −17.5% | +1.2% | +9.4% | +0.5% |
| 2014 | +3.2% | −11.0% | +13.5% | +19.2% | +6.0% |
| 2013 | +47.3% | −8.2% | +32.3% | +36.6% | −2.0% |
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.
GURU largest drawdowns
Now 8.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Sep 2, 2021 | −38.5% | Oct 14, 2022 | Nov 6, 2024 | 1.1 years | 3.2 years |
| Feb 12, 2020 | −37.4% | Mar 23, 2020 | Aug 24, 2020 | 40 days | 6 months |
| Jun 23, 2015 | −30.5% | Feb 11, 2016 | Jun 2, 2017 | 8 months | 1.9 years |
| Feb 18, 2025 | −20.7% | Apr 8, 2025 | Jul 3, 2025 | 49 days | 4 months |
| Aug 29, 2018 | −20.6% | Dec 24, 2018 | Apr 5, 2019 | 4 months | 7 months |
| Dec 24, 2025 | −11.2% | Mar 30, 2026 | Apr 14, 2026 | 3 months | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
GURU risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2012 |
|---|---|---|---|---|
| Annualized return | +23.5% | +7.1% | +11.8% | +11.8% |
| Volatility (annualized) | 15.2% | 17.8% | 17.9% | 16.6% |
| Sharpe ratio | 1.19 | 0.28 | 0.59 | 0.66 |
| Sortino ratio | 2.17 | 0.40 | 0.91 | 1.02 |
| Best month | +9.8% | +9.8% | +15.9% | +15.9% |
| Worst month | −6.1% | −11.0% | −16.0% | −16.0% |
| Best 12 months | +43.2% | +43.2% | +75.3% | +75.3% |
| Worst 12 months | +12.6% | −34.5% | −34.5% | −34.5% |
| Positive months | 67% | 53% | 63% | 63% |
| Beta vs S&P 500 | 1.06 | 1.00 | 1.06 | — |
| Correlation with S&P 500 | 0.86 | 0.88 | 0.91 | — |
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.
GURU rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 161 | −34.5% | +16.0% | +75.3% | 77% |
| 3-year (a year) | 137 | −4.4% | +8.4% | +25.6% | 86% |
| 5-year (a year) | 113 | +1.1% | +7.6% | +18.3% | 100% |
| 10-year (a year) | 53 | +4.3% | +7.6% | +12.8% | 100% |
Every holding period starting at a month-end since 2012. Returns for 3 years and longer are annualized.
GURU performance overview
Global X Guru ETF (GURU) returned +7.6% over the past year and +11.4% a year over ten years, with distributions reinvested. Since its first recorded price in 2012 it has returned +11.7% a year, turning $10,000 into about $49,009. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −38.5%, from Sep 2, 2021 to Oct 14, 2022, and it took 2.1 years to get back to the old high. GURU finished 10 of its 13 full calendar years with a gain; the best year was 2013 (+47.3%) and the worst 2022 (−27.9%). Volatility has been 16.6% a year.
Related: GURU chart, GURU holdings, GURU dividends, GURU valuation. See the GURU overview for the latest quote and fund facts.
GURU performance FAQ
What is the GURU return over the past year?
GURU returned +7.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 7.5%.
What is the average annual return of GURU?
GURU has returned +5.3% a year over 5 years, +11.4% a year over 10 years, +11.7% a year since June 5, 2012 (total return, distributions reinvested).
How much would $10,000 invested in GURU be worth?
$10,000 invested in GURU at its first recorded close on June 5, 2012 would be worth about $49,009 on October 23, 2026 with distributions reinvested.
What was the worst year for GURU?
The worst calendar year was 2022, with a total return of −27.9%. The best was 2013 at +47.3%.
What is the biggest drawdown of GURU?
The largest peak-to-trough decline was −38.5% between September 2, 2021 and October 14, 2022. It recovered to the old high on November 6, 2024, 2.1 years after the bottom.
How volatile is GURU?
Over the past 3 years GURU had an annualized volatility of 15.2% and a Sharpe ratio of 1.19 (excess return over 1–3 month T-bills per unit of risk).