SHDG ETF

SHDG ETF
$33.65
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Returns Overview

1 Month
+0.32%
3 Months
+1.87%
6 Months
+0.26%
YTD
+1.33%
1 Year
+8.43%
3 Years (annualized)
+10.84%
5 Years (annualized)
+7.82%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SHDG 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Cboe S&P 500 BuyWrite Index(BXMD)
This ETF (YTD)
+1.33%
Peer Avg (YTD)
+11.56%
vs Peers
-10.23%

SHDG ETF Performance

SHDG performance across multiple time periods: 1-month 0.32%, YTD 1.33%, 1-year 8.43%, 3-year 10.84%, 5-year 7.82%.

SHDG returns trail the peer average of 11.56% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.32%N/A
3 Months+1.87%N/A
6 Months+0.26%N/A
1 Year+8.43%N/A
3 Years+10.84%N/A
5 Years+7.82%N/A

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