SWAN HEDGED EQUITY US LARGE CAP ETF

Symbol: HEGD

Exchange: BATS

Sector: Technology

Category: Equity Hedged

Inception Date: 22/12/2020

Latest Date: 17/04/2026

Current Price: $25.85

Expense Ratio: 0.87%

Assets Under Management
$601.4M
0.39% daily change

Period Performance

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

Adjusted Return
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Performance Metrics

Return

3.80%

Volatility

7.42%

Sharpe Ratio

-3.523

VaR 95%

-0.74%

CVaR 95%: -0.87%
Max Drawdown: -3.48%
Sortino Ratio: -6.200
Calmar Ratio: -6.47
Return

2.76%

Volatility

6.48%

Sharpe Ratio

-1.840

VaR 95%

-0.74%

CVaR 95%: -0.91%
Max Drawdown: -4.39%
Sortino Ratio: -2.593
Calmar Ratio: -1.89
Return

3.64%

Volatility

7.00%

Sharpe Ratio

-0.652

VaR 95%

-0.75%

CVaR 95%: -1.04%
Max Drawdown: -4.39%
Sortino Ratio: -0.879
Calmar Ratio: -0.21
Return

19.88%

Volatility

7.99%

Sharpe Ratio

1.186

VaR 95%

-0.75%

CVaR 95%: -1.08%
Max Drawdown: -4.39%
Sortino Ratio: 1.802
Calmar Ratio: 2.99
Return

29.41%

Volatility

8.32%

Sharpe Ratio

0.781

VaR 95%

-0.89%

CVaR 95%: -1.15%
Max Drawdown: -8.14%
Sortino Ratio: 1.153
Calmar Ratio: 1.24
Return

47.59%

Volatility

8.05%

Sharpe Ratio

1.115

VaR 95%

-0.81%

CVaR 95%: -1.08%
Max Drawdown: -8.14%
Sortino Ratio: 1.730
Calmar Ratio: 1.55

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 17/04/2025 - 17/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.075%

Best Day

1.589%

10/04/2026
Worst Day

-1.556%

10/10/2025
Days with Data

246

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
17/04/2026 $25.75 $25.92 $25.75 $25.85 139,700
16/04/2026 $25.63 $25.70 $25.59 $25.65 115,600
15/04/2026 $25.53 $25.64 $25.50 $25.64 165,300
14/04/2026 $25.33 $25.52 $25.33 $25.52 70,900
13/04/2026 $25.13 $25.31 $25.12 $25.30 57,900
10/04/2026 $25.18 $25.22 $25.14 $25.19 140,600
02/04/2026 $24.68 $24.80 $24.64 $24.80 86,200
01/04/2026 $24.77 $24.87 $24.75 $24.77 194,800
31/03/2026 $24.52 $24.72 $24.52 $24.70 542,500
30/03/2026 $24.51 $24.53 $24.39 $24.46 175,300