BITSGlobal X Blockchain & Bitcoin Strategy ETF

Grow my money4y track recordRanked #2,154 of 2,960 in this goal

Seeks long-term capital appreciation.

By Global X Funds · Launched 2021

Annual Cost

0.65%

#3,297 of 5,562 · average

Fund Size

$31M

#4,010 of 5,562 · small

Return (1Y)Goal

+16.9%

Track Record

4 years

#2,545 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$11,777+17.8%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Cryptocurrency

What it actually holds

By weight

Concentration

Top 7 holdings = 140.0% of fund✓ diversified through underlying funds

N/ABTCX25

50.6%

Global X Blockchain ETF

49.2%

Global X 1-3 Month T-Bill ETF

28.1%

United States of America

3.0%

United States of America

3.0%

United States of America

3.0%

United States of America

3.0%

Asset allocation

Stocks

55.3%

Cash

32.6%

Other

12.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

53.1%High

Year-on-year price swings

Max drawdown

-83.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.94Decent risk-adjusted returns

Sortino (3Y)

1.45Good downside protection

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks long-term capital appreciation.
Strategy: Actively managed fund investing in U.S. and non-U.S. Blockchain Companies and long positions in U.S. listed bitcoin futures. Gains exposure to Blockchain Companies through direct investments and underlying ETFs, including the Global X Blockchain ETF.
Inception date: November 15, 2021
Fund family: Global X Funds