HELX ETF

$33.43

Returns Overview

1 Month
-5.32%
3 Months
-8.86%
6 Months
+16.24%
YTD
-5.34%
1 Year
+18.42%
3 Years
+5.27%
5 Years
-4.99%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HELX 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

-5.32%

3 Months Performance

-8.86%

6 Months Performance

+16.24%

1 Year Performance

+18.42%

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This ETF (YTD)
-5.34%
Peer Avg (YTD)
+1.55%
vs Peers
-6.89%

HELX ETF Performance

HELX performance across multiple time periods: 1-month -5.32%, YTD -5.34%, 1-year 18.42%, 3-year 5.27%, 5-year -4.99%.

HELX returns trail the peer average of 1.55% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-5.32%N/A
3 Months-8.86%N/A
6 Months+16.24%N/A
1 Year+18.42%N/A
3 Years+5.27%N/A
5 Years-4.99%N/A

All returns shown are total returns, not annualized