JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
Symbol: HELO
Exchange: NYSE ARCA
Sector: Technology
Category: Equity Hedged
Inception Date: 28/09/2023
Latest Date: 17/04/2026
Current Price: $67.12
Expense Ratio: 0.50%
Assets Under Management
$3.8B
0.24% daily change
Period Performance
Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.
Adjusted Return
--
--
Performance Metrics
Return
3.60%
Volatility
9.03%
Sharpe Ratio
-4.240
VaR 95%
-0.93%
CVaR 95%:
-1.01%
Max Drawdown:
-4.75%
Sortino Ratio:
-6.786
Calmar Ratio:
-7.30
Return
2.15%
Volatility
8.31%
Sharpe Ratio
-2.050
VaR 95%
-0.91%
CVaR 95%:
-1.12%
Max Drawdown:
-5.86%
Sortino Ratio:
-2.988
Calmar Ratio:
-2.29
Return
3.06%
Volatility
7.68%
Sharpe Ratio
-0.809
VaR 95%
-0.87%
CVaR 95%:
-1.07%
Max Drawdown:
-5.86%
Sortino Ratio:
-1.148
Calmar Ratio:
-0.44
Return
16.36%
Volatility
8.59%
Sharpe Ratio
0.455
VaR 95%
-0.81%
CVaR 95%:
-1.25%
Max Drawdown:
-5.86%
Sortino Ratio:
0.571
Calmar Ratio:
1.29
Return
24.00%
Volatility
8.50%
Sharpe Ratio
0.514
VaR 95%
-0.92%
CVaR 95%:
-1.29%
Max Drawdown:
-10.89%
Sortino Ratio:
0.645
Calmar Ratio:
0.73
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.
Average Daily Return
0.063%
Best Day
2.043%
10/04/2026
Worst Day
-1.543%
20/01/2026
Days with Data
246
Recent Price History (Last 90 Days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 17/04/2026 | $66.96 | $67.29 | $66.96 | $67.12 | 399,800 |
| 16/04/2026 | $66.83 | $66.85 | $66.62 | $66.81 | 291,800 |
| 15/04/2026 | $66.49 | $66.75 | $66.44 | $66.69 | 200,200 |
| 14/04/2026 | $65.98 | $66.45 | $65.98 | $66.40 | 213,200 |
| 13/04/2026 | $65.33 | $65.98 | $65.32 | $65.94 | 200,900 |
| 10/04/2026 | $65.51 | $65.63 | $65.41 | $65.44 | 294,200 |
| 02/04/2026 | $63.78 | $64.23 | $63.62 | $64.13 | 314,100 |
| 01/04/2026 | $64.20 | $64.28 | $64.00 | $64.12 | 374,100 |
| 31/03/2026 | $63.57 | $64.05 | $63.45 | $63.91 | 354,300 |
| 30/03/2026 | $63.66 | $63.66 | $63.24 | $63.33 | 315,400 |