Global X JPMorgan US Sector Rotator Index is an open-end management investment company. The Fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the JPMorgan US Sector Rotator TR Series X Index (the Index). The Fund generally seeks to replicate the Index but may at times invest in a representative sample of securities that collectively has an investment profile similar to the Index and as a result may or may not hold all the securities that are included in the Index. As of Oct 31 2014, the Fund had total assets of $4,151,132 and its total investments were $2,541,456. The SCTO average annual return since 2014 is shown above.
The Average Annual Return on the SCTO average annual return since 2014 page and across the coverage universe of our site,
is a measure of the annualized return over the past ten years (or specified start date) for a given investment
(up to the end of prior trading session recorded). Arguably, choosing ten years for a measurement
period is on the one hand completely arbitrary, but on the other hand provides a sufficiently long window
to capture long-term trends.
Thus, researching Average Annual Returns is good practice for investors — whether SCTO average annual return since 2014 or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's annualized return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the SCTO average annual return calculation with any dividends reinvested as applicable (on ex-dates).
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Video: Don't Forget Dividends in Average Annual Return!
