Summary
HEDG
Prices · period metrics · 1M
NAV as of 20/07/2026
28/04/2026 → 28/05/2026
Return 0.50% Volatility 1.31% Sharpe 2.97
Official loaded data — not a live quote.

EQUABLE SHARES HEDGED EQUITY ETF

Symbol: HEDG

Exchange: NYSE

Sector: Technology

Category: Equity Hedged

Inception date: 31/05/2019

Latest date: 20/07/2026

Current price: $30.06

Expense ratio: 0.96%

Assets under management
$415.3M
0.13% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

0.50%

Ann. 7.54% (Sharpe / Sortino numerator)

Volatility

1.31%

Sharpe ratio

2.974

VaR 95%

-0.08%

CVaR 95%: -0.10%
Max drawdown: -0.15%
Sortino ratio: 7.788
Calmar ratio: 50.13

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

1.82%

Ann. 5.66% (Sharpe / Sortino numerator)

Volatility

7.45%

Sharpe ratio

0.273

VaR 95%

-0.98%

CVaR 95%: -1.09%
Max drawdown: -3.66%
Sortino ratio: 0.324
Calmar ratio: 1.55

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

3.59%

Ann. 7.65% (Sharpe / Sortino numerator)

Volatility

6.08%

Sharpe ratio

0.662

VaR 95%

-0.72%

CVaR 95%: -0.98%
Max drawdown: -3.85%
Sortino ratio: 0.797
Calmar ratio: 1.99

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 1M

Daily simple returns from the same adjusted closes used by the performance chart: 22/06/2026 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.027%

Best day

0.605%

29/06/2026
Worst day

-0.466%

23/06/2026
Days with data

19

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $30.02 $30.12 $30.02 $30.06 122,700
17/07/2026 $30.00 $30.10 $30.00 $30.04 30,800
16/07/2026 $30.16 $30.20 $30.08 $30.16 16,200
15/07/2026 $30.19 $30.20 $30.12 $30.20 13,100
14/07/2026 $30.10 $30.17 $30.08 $30.12 23,300
13/07/2026 $30.14 $30.16 $30.04 $30.10 14,500
10/07/2026 $30.08 $30.18 $30.08 $30.18 22,800
09/07/2026 $30.06 $30.13 $30.00 $30.13 20,300
08/07/2026 $29.94 $30.03 $29.89 $30.03 10,500
07/07/2026 $30.08 $30.08 $30.00 $30.05 14,600