XFLX vs CEFA
Comparison between FUNDX FLEXIBLE ETF (XFLX, ETF) and GLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-U.S. ETF (CEFA, ETF).
XFLX vs CEFA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XFLX
$50M
CEFA
$50M
Expense Ratio
XFLX
0.97%
Winner
CEFA
0.35%
Max Drawdown
Winner
XFLX
13.65%
CEFA
34.59%
Sharpe Ratio
XFLX
0.30
Winner
CEFA
1.17
5Y Beta
Winner
XFLX
0.23
CEFA
0.75
5Y Dividends CAGR
XFLX
N/A
CEFA
39.64%
XFLX vs CEFA - Historical Returns
Returns include dividend reinvestment.
1M
XFLX
+0.94%
Winner
CEFA
+3.79%
3M
XFLX
+1.86%
Winner
CEFA
+10.06%
6M
XFLX
+1.34%
Winner
CEFA
+10.66%
1Y
XFLX
+4.80%
Winner
CEFA
+23.20%
5Y(CAGR)
XFLX
N/A
CEFA
+7.63%
Max(CAGR)
XFLX
+4.41%
Winner
CEFA
+11.03%
XFLX vs CEFA - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | XFLX | CEFA |
|---|---|---|
| 2026 | +1.16% | +8.69% |
| 2025 | +2.37% | +27.12% |
| 2024 | +4.42% | +6.23% |
| 2023 | +3.89% | +16.99% |
| 2022 | N/A | -16.67% |
| 2021 | N/A | +7.93% |
| 2020 | N/A | +21.60% |
XFLX vs CEFA Drawdown Comparison
The maximum drawdown for XFLX was -6.54%, occurring on Apr 8, 2025. Recovery took 236 trading sessions.
The maximum drawdown for CEFA was -31.99%, occurring on Oct 12, 2022. Recovery took 639 trading sessions.
The current XFLX drawdown is -0.31%.
| Rank | XFLX | CEFA |
|---|---|---|
| #1 | -6.54% Oct 1, 2024 - Sep 11, 2025 | -31.99% Sep 3, 2021 - Mar 21, 2024 |
| #2 | -3.11% Feb 26, 2026 - Mar 27, 2026 | -15.45% Mar 31, 2025 - May 13, 2025 |
| #3 | -2.13% Mar 28, 2024 - May 15, 2024 | -11.54% Feb 25, 2026 - Jun 18, 2026 |
| #4 | -1.40% Jul 16, 2024 - Aug 13, 2024 | -8.91% Sep 3, 2024 - Mar 5, 2025 |
| #5 | -1.34% Oct 27, 2025 - Dec 24, 2025 | -7.77% Jul 12, 2024 - Aug 21, 2024 |
| #6 | -1.32% Oct 11, 2023 - Nov 3, 2023 | -7.60% Sep 15, 2020 - Nov 9, 2020 |
| #7 | -1.26% Feb 1, 2024 - Mar 7, 2024 | -5.51% Nov 12, 2025 - Dec 11, 2025 |
| #8 | -0.96% May 15, 2024 - Jun 5, 2024 | -5.28% Mar 27, 2024 - May 14, 2024 |
| #9 | -0.86% Dec 28, 2023 - Jan 12, 2024 | -5.08% Jun 8, 2021 - Sep 1, 2021 |
| #10 | -0.80% Jan 12, 2024 - Feb 1, 2024 | -4.28% Jan 14, 2021 - Feb 10, 2021 |
| #11 | -0.64% Jan 14, 2026 - Jan 27, 2026 | -4.26% Feb 17, 2021 - Apr 5, 2021 |
| #12 | -0.60% Aug 23, 2024 - Sep 5, 2024 | -4.23% Jul 23, 2025 - Aug 13, 2025 |
| #13 | -0.55% Jun 18, 2024 - Jul 3, 2024 | -3.65% Oct 6, 2025 - Oct 20, 2025 |
| #14 | -0.54% Oct 2, 2025 - Oct 20, 2025 | -3.44% Mar 5, 2025 - Mar 31, 2025 |
| #15 | -0.41% Sep 16, 2025 - Oct 1, 2025 | -3.35% Jun 6, 2024 - Jul 11, 2024 |
Correlation
Correlation between XFLX and CEFA is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2020 - 2025)
XFLX vs CEFA dividend yield comparison.
| Year | XFLX | CEFA |
|---|---|---|
| 2025 | 9.80% | 2.86% |
| 2024 | 4.55% | 3.26% |
| 2023 | 4.05% | 2.35% |
| 2022 | 0.00% | 2.35% |
| 2021 | 0.00% | 3.49% |
| 2020 | 0.00% | 0.84% |
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