Global X SuperDividend REIT ETF (SRET) Performance
SRET total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −2.3% since Dec 31, 2025
- 1 year
- −1.2% total return
- 5 years
- −0.1% a year
- 10 years
- +0.1% a year
- Since first price
- +0.9% a year since 2015
SRET trailing returns vs SPY, QQQ, AGG
| Period | SRET total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −2.1% | −3.0% | −1.0% | −5.0% | +0.9% |
| 3 months | −10.4% | −12.7% | +3.2% | +1.9% | −0.4% |
| 6 months | −7.7% | −11.9% | +7.8% | +8.4% | −1.5% |
| YTD | −2.3% | −8.7% | +12.3% | +15.1% | −1.0% |
| 1 year | −1.2% | −9.5% | +14.4% | +15.9% | −1.1% |
| 3 years | +38.4%+11.4%/yr | +7.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | −0.4%−0.1%/yr | −33.1% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +0.6%+0.1%/yr | −54.7% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionMar 17, 2015 | +10.9%+0.9%/yr | −56.3% | — | — | — |
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: SRET vs SPY
From Mar 17, 2015: SRET grew to $11,090, SPY to $44,351.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SRET returns by calendar year
6 of 10 full years positive. Best 2016 (+23.2%), worst 2020 (−36.6%). 2026 is year to date.
SRET annual returns table
| Year | SRET | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −2.3% | −15.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +18.1% | −12.5% | +17.7% | +20.8% | +7.2% |
| 2024 | −1.5% | −12.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +9.8% | −22.3% | +26.2% | +54.9% | +5.7% |
| 2022 | −18.2% | −27.1% | −18.2% | −32.6% | −13.0% |
| 2021 | +14.0% | −10.3% | +28.7% | +27.4% | −1.8% |
| 2020 | −36.6% | −67.0% | +18.3% | +48.6% | +7.5% |
| 2019 | +22.7% | −4.3% | +31.2% | +39.0% | +8.5% |
| 2018 | −5.5% | −14.0% | −4.6% | −0.1% | +0.1% |
| 2017 | +17.8% | −3.9% | +21.7% | +32.7% | +3.6% |
| 2016 | +23.2% | −11.4% | +12.0% | +7.1% | +2.4% |
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.
SRET largest drawdowns
Now 28.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 20, 2020 | −67.0% | Apr 3, 2020 | not yet | 43 days | 6.7 years so far |
| Mar 23, 2015 | −22.0% | Jan 21, 2016 | Apr 19, 2016 | 10 months | 1.1 years |
| Aug 29, 2018 | −14.0% | Dec 24, 2018 | Apr 1, 2019 | 4 months | 7 months |
| Sep 7, 2016 | −11.4% | Nov 10, 2016 | Apr 11, 2017 | 2 months | 7 months |
| Dec 28, 2017 | −11.4% | Mar 1, 2018 | Jun 20, 2018 | 2 months | 6 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
SRET risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2015 |
|---|---|---|---|---|
| Annualized return | +8.5% | +0.8% | −0.3% | +0.7% |
| Volatility (annualized) | 15.7% | 18.3% | 23.5% | 22.6% |
| Sharpe ratio | 0.32 | -0.06 | 0.04 | 0.09 |
| Sortino ratio | 0.48 | -0.09 | 0.05 | 0.11 |
| Best month | +10.1% | +11.5% | +14.7% | +14.7% |
| Worst month | −8.5% | −15.5% | −52.2% | −52.2% |
| Best 12 months | +24.8% | +24.8% | +58.7% | +58.7% |
| Worst 12 months | −1.5% | −22.7% | −52.6% | −52.6% |
| Positive months | 61% | 52% | 57% | 56% |
| Beta vs S&P 500 | 0.70 | 0.87 | 1.08 | — |
| Correlation with S&P 500 | 0.56 | 0.74 | 0.70 | — |
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.
SRET rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 128 | −52.6% | +7.8% | +58.7% | 70% |
| 3-year (a year) | 104 | −17.7% | +0.1% | +18.0% | 50% |
| 5-year (a year) | 80 | −9.0% | −2.8% | +9.6% | 35% |
| 10-year (a year) | 20 | −0.3% | +1.2% | +3.4% | 95% |
Every holding period starting at a month-end since 2015. Returns for 3 years and longer are annualized.
SRET performance overview
Global X SuperDividend REIT ETF (SRET) returned −1.2% over the past year and +0.1% a year over ten years, with distributions reinvested. Since its first recorded price in 2015 it has returned +0.9% a year, turning $10,000 into about $11,090. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −67.0%, from Feb 20, 2020 to Apr 3, 2020; the fund has not yet regained that high. SRET finished 6 of its 10 full calendar years with a gain; the best year was 2016 (+23.2%) and the worst 2020 (−36.6%). Volatility has been 22.6% a year.
Related: SRET chart, SRET holdings, SRET dividends, SRET valuation. See the SRET overview for the latest quote and fund facts.
SRET performance FAQ
What is the SRET return over the past year?
SRET returned −1.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 9.5%.
What is the average annual return of SRET?
SRET has returned −0.1% a year over 5 years, +0.1% a year over 10 years, +0.9% a year since March 17, 2015 (total return, distributions reinvested).
How much would $10,000 invested in SRET be worth?
$10,000 invested in SRET at its first recorded close on March 17, 2015 would be worth about $11,090 on October 23, 2026 with distributions reinvested.
What was the worst year for SRET?
The worst calendar year was 2020, with a total return of −36.6%. The best was 2016 at +23.2%.
What is the biggest drawdown of SRET?
The largest peak-to-trough decline was −67.0% between February 20, 2020 and April 3, 2020. It has not yet recovered to that high; it is 28.7% below its peak.
How volatile is SRET?
Over the past 3 years SRET had an annualized volatility of 15.7% and a Sharpe ratio of 0.32 (excess return over 1–3 month T-bills per unit of risk).