HELX ETF

HELX ETF
$41.14
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Returns Overview

1 Month
-2.78%
3 Months
+16.13%
6 Months
+6.30%
YTD
+6.27%
1 Year
+40.32%
3 Years (annualized)
+7.60%
5 Years (annualized)
-5.96%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HELX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This ETF (YTD)
+6.27%
Peer Avg (YTD)
+6.74%
vs Peers
-0.47%

HELX ETF Performance

HELX performance across multiple time periods: 1-month -2.78%, YTD 6.27%, 1-year 40.32%, 3-year 7.60%, 5-year -5.96%.

HELX returns trail the peer average of 6.74% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this ETF.

HELX vs another fund shows side-by-side returns. HELX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-2.78%N/A
3 Months+16.13%N/A
6 Months+6.30%N/A
1 Year+40.32%N/A
3 Years+7.60%N/A
5 Years-5.96%N/A

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