Summary
HELX
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 42.86% Volatility 24.05% Sharpe 0.86
Official loaded data — not a live quote.

FRANKLIN GENOMIC ADVANCEMENTS ETF

Symbol: HELX

Exchange: BATS

Sector: Healthcare

Category: Health

Inception date: 25/02/2020

Latest date: 16/07/2026

Current price: $39.24

Expense ratio: 0.50%

Assets under management
$27.9M
-0.36% 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

10.12%

Ann. -19.25% (Sharpe / Sortino numerator)

Volatility

29.20%

Sharpe ratio

-0.784

VaR 95%

-3.23%

CVaR 95%: -3.40%
Max drawdown: -7.80%
Sortino ratio: -1.349
Calmar ratio: -2.47

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

15.34%

Ann. -29.83% (Sharpe / Sortino numerator)

Volatility

24.06%

Sharpe ratio

-1.391

VaR 95%

-2.25%

CVaR 95%: -3.22%
Max drawdown: -18.01%
Sortino ratio: -2.133
Calmar ratio: -1.66

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

6.21%

Ann. 9.78% (Sharpe / Sortino numerator)

Volatility

21.49%

Sharpe ratio

0.286

VaR 95%

-2.01%

CVaR 95%: -2.73%
Max drawdown: -18.01%
Sortino ratio: 0.457
Calmar ratio: 0.54

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

42.86%

Ann. 24.26% (Sharpe / Sortino numerator)

Volatility

24.05%

Sharpe ratio

0.858

VaR 95%

-2.12%

CVaR 95%: -3.35%
Max drawdown: -18.01%
Sortino ratio: 1.234
Calmar ratio: 1.35

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

15.96%

Ann. 2.35% (Sharpe / Sortino numerator)

Volatility

21.94%

Sharpe ratio

-0.058

VaR 95%

-2.12%

CVaR 95%: -3.12%
Max drawdown: -29.48%
Sortino ratio: -0.083
Calmar ratio: 0.08

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

28.35%

Ann. 3.39% (Sharpe / Sortino numerator)

Volatility

20.41%

Sharpe ratio

-0.012

VaR 95%

-2.04%

CVaR 95%: -2.90%
Max drawdown: -29.48%
Sortino ratio: -0.017
Calmar ratio: 0.11

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: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.152%

Best day

4.575%

31/03/2026
Worst day

-3.743%

05/02/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $39.38 $39.49 $39.09 $39.24 1,100
15/07/2026 $39.55 $39.72 $39.54 $39.72 700
14/07/2026 $39.82 $39.88 $39.42 $39.49 4,800
13/07/2026 $39.90 $39.90 $39.73 $39.73 2,400
10/07/2026 $40.51 $40.51 $39.93 $40.18 12,400
09/07/2026 $41.16 $41.16 $41.16 $41.16 200
08/07/2026 $40.77 $40.77 $40.16 $40.47 3,000
07/07/2026 $41.00 $41.30 $40.85 $41.08 2,700
06/07/2026 $40.98 $41.17 $40.88 $41.11 2,400
02/07/2026 $40.91 $40.97 $40.87 $40.97 900