JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
Symbol: HELO
Exchange: NYSE ARCA
Sector: Technology
Category: Equity Hedged
Inception Date: 28/09/2023
Latest Date: 02/04/2026
Current Price: $64.13
Expense Ratio: 0.50%
Assets Under Management
$3.8B
0.55% 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
-3.81%
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
-3.48%
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
-1.29%
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
7.51%
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
16.56%
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: 02/04/2025 - 02/04/2026.
Average Daily Return
0.03%
Best Day
3.881%
09/04/2025
Worst Day
-2.403%
04/04/2025
Days with Data
251
Recent Price History (Last 90 Days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 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 |
| 27/03/2026 | $63.86 | $63.86 | $63.37 | $63.39 | 370,200 |
| 26/03/2026 | $64.29 | $64.45 | $63.87 | $63.90 | 404,200 |
| 25/03/2026 | $64.74 | $64.81 | $64.43 | $64.49 | 229,200 |
| 24/03/2026 | $64.42 | $64.63 | $64.24 | $64.41 | 243,100 |
| 23/03/2026 | $64.80 | $65.04 | $64.58 | $64.65 | 591,700 |
| 20/03/2026 | $64.74 | $64.74 | $64.12 | $64.28 | 144,400 |