JPMORGAN NASDAQ HEDGED EQUITY LADDERED OVERLAY ETF
Symbol: HEQQ
Exchange: NASDAQ
Sector: Technology
Category: Equity Hedged
Inception date: 26/03/2025
Latest date: 15/10/2026
Current price: $62.13
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
2.54%
Ann. 29.05% (Sharpe / Sortino numerator)
Volatility
4.52%
Sharpe ratio
5.620
VaR 95%
-0.30%
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
2.12%
Ann. 25.73% (Sharpe / Sortino numerator)
Volatility
9.37%
Sharpe ratio
2.360
VaR 95%
-1.04%
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
4.86%
Ann. 10.05% (Sharpe / Sortino numerator)
Volatility
9.48%
Sharpe ratio
0.677
VaR 95%
-1.07%
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
8.66%
Ann. 18.55% (Sharpe / Sortino numerator)
Volatility
8.18%
Sharpe ratio
1.824
VaR 95%
-0.94%
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
0.035%
Best day
2.39%
Worst day
-1.361%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 15/10/2026 | $61.97 | $62.20 | $61.81 | $62.13 | 2,100 |
| 14/10/2026 | $62.05 | $62.05 | $62.05 | $62.05 | 100 |
| 13/10/2026 | $62.63 | $62.72 | $62.63 | $62.72 | 200 |
| 12/10/2026 | $62.70 | $62.70 | $62.70 | $62.70 | 100 |
| 09/10/2026 | $62.70 | $62.80 | $62.70 | $62.75 | 800 |
| 08/10/2026 | $62.59 | $62.59 | $62.59 | $62.59 | 100 |
| 07/10/2026 | $62.91 | $62.91 | $62.91 | $62.91 | 100 |
| 06/10/2026 | $62.83 | $62.83 | $62.83 | $62.83 | 100 |
| 05/10/2026 | $62.60 | $62.81 | $62.60 | $62.81 | 1,600 |
| 02/10/2026 | $62.67 | $62.67 | $62.67 | $62.67 | 100 |