HELS ETF

$23.76

Returns Overview

1 Month
+4.19%
YTD
+2.45%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HELS have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+4.19%

3 Months Performance

-

6 Months Performance

-

1 Year Performance

-

Benchmark & Peers

Benchmark
NA(NA)
This ETF (YTD)
+2.45%
Peer Avg (YTD)
+1.87%
vs Peers
+0.58%

HELS ETF Performance

HELS performance across multiple time periods: 1-month 4.19%, YTD 2.45%.

HELS returns outperform the peer average of 1.87% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this ETF.

HELS performance comparison shows side-by-side returns with another fund. HELS alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.19%N/A

All returns shown are total returns, not annualized