HEGD ETF

$27.31

Returns Overview

1 Month
-1.06%
3 Months
+7.97%
6 Months
+5.67%
YTD
+5.49%
1 Year
+13.98%
3 Years (annualized)
+13.39%
5 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HEGD have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This ETF (YTD)
+5.49%
Peer Avg (YTD)
+9.51%
vs Peers
-4.02%

HEGD ETF Performance

HEGD performance across multiple time periods: 1-month -1.06%, YTD 5.49%, 1-year 13.98%, 3-year 13.39%, 5-year 8.60%.

HEGD returns trail the peer average of 9.51% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this ETF.

HEGD performance comparison shows side-by-side returns with another fund. HEGD alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.06%N/A
3 Months+7.97%N/A
6 Months+5.67%N/A
1 Year+13.98%N/A
3 Years+13.39%N/A
5 Years+8.60%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized