JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
Symbol: HELO
Exchange: NYSE
Sector: Technology
Category: Equity Hedged
Inception date: 28/09/2023
Latest date: 15/10/2026
Current price: $69.67
Expense ratio: 0.50%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
1.43%
Ann. -34.66% (Sharpe / Sortino numerator)
Volatility
9.03%
Sharpe ratio
-4.240
VaR 95%
-0.93%
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
2.04%
Ann. -13.40% (Sharpe / Sortino numerator)
Volatility
8.31%
Sharpe ratio
-2.050
VaR 95%
-0.91%
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
4.77%
Ann. -2.58% (Sharpe / Sortino numerator)
Volatility
7.68%
Sharpe ratio
-0.809
VaR 95%
-0.87%
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
8.07%
Ann. 7.54% (Sharpe / Sortino numerator)
Volatility
8.59%
Sharpe ratio
0.455
VaR 95%
-0.81%
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
14.58%
Ann. 8.00% (Sharpe / Sortino numerator)
Volatility
8.50%
Sharpe ratio
0.514
VaR 95%
-0.92%
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
40.45%
Ann. 13.28% (Sharpe / Sortino numerator)
Volatility
8.15%
Sharpe ratio
1.188
VaR 95%
-0.82%
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 12M
Daily simple returns from the same adjusted closes used by the performance chart: 15/10/2025 - 15/10/2026.
Average daily return
0.032%
Best day
1.402%
Worst day
-1.543%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 15/10/2026 | $69.07 | $69.69 | $69.07 | $69.67 | 246,800 |
| 14/10/2026 | $69.67 | $69.82 | $69.28 | $69.43 | 286,100 |
| 13/10/2026 | $69.77 | $69.97 | $69.77 | $69.89 | 377,700 |
| 12/10/2026 | $69.98 | $70.03 | $69.90 | $69.98 | 204,200 |
| 09/10/2026 | $69.82 | $70.00 | $69.77 | $69.97 | 301,300 |
| 08/10/2026 | $69.65 | $69.88 | $69.55 | $69.76 | 325,400 |
| 07/10/2026 | $69.60 | $69.86 | $69.60 | $69.85 | 316,800 |
| 06/10/2026 | $69.98 | $70.03 | $69.81 | $69.95 | 193,800 |
| 05/10/2026 | $69.54 | $69.83 | $69.52 | $69.68 | 219,200 |
| 02/10/2026 | $69.48 | $69.59 | $69.32 | $69.42 | 273,400 |