HELX ETF

$39.54

Returns Overview

1 Month
+9.70%
3 Months
+13.50%
6 Months
+7.26%
YTD
+8.39%
1 Year
+44.86%
3 Years
+9.87%
5 Years
-4.94%

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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+9.70%

3 Months Performance

+13.50%

6 Months Performance

+7.26%

1 Year Performance

+44.86%

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This ETF (YTD)
+8.39%
Peer Avg (YTD)
+7.57%
vs Peers
+0.82%

HELX ETF Performance

HELX performance across multiple time periods: 1-month 9.70%, YTD 8.39%, 1-year 44.86%, 3-year 9.87%, 5-year -4.94%.

HELX returns outperform the peer average of 7.57% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+9.70%Jun 17, 2026 to Jul 17, 2026
3 Months+13.50%Apr 17, 2026 to Jul 17, 2026
6 Months+7.26%Jan 20, 2026 to Jul 17, 2026
1 Year+44.86%N/A
3 Years+9.87%N/A
5 Years-4.94%N/A

All returns shown are total returns, not annualized