SWAN HEDGED EQUITY US LARGE CAP ETF

Symbol: HEGD

Exchange: BATS

Sector: Technology

Category: Equity Hedged

Inception Date: 22/12/2020

Latest Date: 02/04/2026

Current Price: $24.80

Expense Ratio: 0.88%

Assets Under Management
$617.8M
0.47% 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

-2.30%

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

-2.11%

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

-0.46%

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

13.06%

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

21.19%

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

42.57%

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: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.05%

Best Day

2.923%

09/04/2025
Worst Day

-1.567%

04/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
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
27/03/2026 $24.53 $24.57 $24.44 $24.47 71,600
26/03/2026 $24.70 $24.89 $24.56 $24.56 84,700
25/03/2026 $24.83 $24.88 $24.79 $24.80 41,300
24/03/2026 $24.73 $24.82 $24.68 $24.75 76,500
23/03/2026 $24.77 $24.90 $24.77 $24.82 56,700
20/03/2026 $24.83 $24.83 $24.63 $24.67 53,500