Global X Lithium & Battery Tech ETF (LIT) Performance
LIT total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −6.0% since Dec 31, 2025
- 1 year
- +4.9% total return
- 5 years
- −6.4% a year
- 10 years
- +11.2% a year
- Since first price
- +5.3% a year since 2010
LIT trailing returns vs SPY, QQQ, AGG
| Period | LIT total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −12.8% | −12.8% | −1.0% | −5.0% | +0.9% |
| 3 months | −12.1% | −12.1% | +3.2% | +1.9% | −0.4% |
| 6 months | −25.8% | −26.1% | +7.8% | +8.4% | −1.5% |
| YTD | −6.0% | −6.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +4.9% | +4.2% | +14.4% | +15.9% | −1.1% |
| 3 years | +28.5%+8.7%/yr | +25.1% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | −28.0%−6.4%/yr | −30.9% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +188.8%+11.2%/yr | +149.5% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +137.3%+5.9%/yr | +96.6% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionJul 23, 2010 | +130.3%+5.3%/yr | +88.6% | — | — | — |
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: LIT vs SPY
From Jul 23, 2010: LIT grew to $23,034, SPY to $91,644.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
LIT returns by calendar year
7 of 15 full years positive. Best 2020 (+127.9%), worst 2011 (−36.9%). 2026 is year to date.
LIT annual returns table
| Year | LIT | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −6.0% | −33.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +60.0% | −25.7% | +17.7% | +20.8% | +7.2% |
| 2024 | −19.2% | −29.9% | +24.9% | +25.6% | +1.3% |
| 2023 | −12.2% | −36.4% | +26.2% | +54.9% | +5.7% |
| 2022 | −29.9% | −32.2% | −18.2% | −32.6% | −13.0% |
| 2021 | +36.7% | −25.8% | +28.7% | +27.4% | −1.8% |
| 2020 | +127.9% | −46.1% | +18.3% | +48.6% | +7.5% |
| 2019 | +3.3% | −25.0% | +31.2% | +39.0% | +8.5% |
| 2018 | −28.6% | −35.5% | −4.6% | −0.1% | +0.1% |
| 2017 | +64.2% | −8.4% | +21.7% | +32.7% | +3.6% |
| 2016 | +24.0% | −13.2% | +12.0% | +7.1% | +2.4% |
| 2015 | −9.5% | −31.4% | +1.2% | +9.4% | +0.5% |
| 2014 | −13.5% | −22.7% | +13.5% | +19.2% | +6.0% |
| 2013 | −9.1% | −26.1% | +32.3% | +36.6% | −2.0% |
| 2012 | +2.7% | −24.9% | +16.0% | +18.1% | +3.8% |
| 2011 | −36.9% | −45.9% | +1.9% | +3.4% | +7.7% |
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.
LIT largest drawdowns
Now 34.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 8, 2021 | −65.9% | Apr 8, 2025 | not yet | 3.4 years | 5.0 years so far |
| Jan 3, 2011 | −61.9% | Feb 11, 2016 | Oct 5, 2020 | 5.1 years | 9.8 years |
| Feb 16, 2021 | −25.8% | Mar 24, 2021 | Jul 7, 2021 | 36 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.
LIT risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2010 |
|---|---|---|---|---|
| Annualized return | +8.4% | −2.7% | +12.4% | +5.8% |
| Volatility (annualized) | 31.6% | 31.1% | 29.4% | 28.4% |
| Sharpe ratio | 0.27 | -0.05 | 0.46 | 0.29 |
| Sortino ratio | 0.43 | -0.08 | 0.74 | 0.45 |
| Best month | +19.8% | +20.7% | +21.1% | +21.1% |
| Worst month | −18.6% | −18.6% | −22.5% | −24.8% |
| Best 12 months | +142.5% | +142.5% | +171.1% | +171.1% |
| Worst 12 months | −19.9% | −40.8% | −40.8% | −40.8% |
| Positive months | 47% | 45% | 56% | 52% |
| Beta vs S&P 500 | 1.09 | 1.05 | 1.14 | — |
| Correlation with S&P 500 | 0.43 | 0.53 | 0.60 | — |
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.
LIT rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 184 | −40.8% | −6.1% | +171.1% | 43% |
| 3-year (a year) | 160 | −23.0% | +4.0% | +47.7% | 58% |
| 5-year (a year) | 136 | −15.5% | +7.6% | +33.5% | 80% |
| 10-year (a year) | 76 | +2.3% | +9.4% | +16.5% | 100% |
Every holding period starting at a month-end since 2010. Returns for 3 years and longer are annualized.
LIT performance overview
Global X Lithium & Battery Tech ETF (LIT) returned +4.9% over the past year and +11.2% a year over ten years, with distributions reinvested. Since its first recorded price in 2010 it has returned +5.3% a year, turning $10,000 into about $23,034. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −65.9%, from Nov 8, 2021 to Apr 8, 2025; the fund has not yet regained that high. LIT finished 7 of its 15 full calendar years with a gain; the best year was 2020 (+127.9%) and the worst 2011 (−36.9%). Volatility has been 28.4% a year.
Related: LIT chart, LIT holdings, LIT dividends. See the LIT overview for the latest quote and fund facts.
LIT performance FAQ
What is the LIT return over the past year?
LIT returned +4.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 4.2%.
What is the average annual return of LIT?
LIT has returned −6.4% a year over 5 years, +11.2% a year over 10 years, +5.3% a year since July 23, 2010 (total return, distributions reinvested).
How much would $10,000 invested in LIT be worth?
$10,000 invested in LIT at its first recorded close on July 23, 2010 would be worth about $23,034 on October 23, 2026 with distributions reinvested.
What was the worst year for LIT?
The worst calendar year was 2011, with a total return of −36.9%. The best was 2020 at +127.9%.
What is the biggest drawdown of LIT?
The largest peak-to-trough decline was −65.9% between November 8, 2021 and April 8, 2025. It has not yet recovered to that high; it is 34.3% below its peak.
How volatile is LIT?
Over the past 3 years LIT had an annualized volatility of 31.6% and a Sharpe ratio of 0.27 (excess return over 1–3 month T-bills per unit of risk).