HELX ETF

HELX ETF
$41.94
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Returns Overview

1 Month
+5.78%
3 Months
+11.48%
6 Months
+34.82%
YTD
+21.86%
1 Year
+44.38%
3 Years (annualized)
+11.13%
5 Years (annualized)
-5.48%

Risk Metrics (1-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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This ETF (YTD)
+21.86%
Peer Avg (YTD)
+8.76%
vs Peers
+13.09%

HELX ETF Performance

HELX performance across multiple time periods: 1-month 5.78%, YTD 21.86%, 1-year 44.38%, 3-year 11.13%, 5-year -5.48%.

HELX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+5.78%N/A
3 Months+11.48%N/A
6 Months+34.82%N/A
1 Year+44.38%N/A
3 Years+11.13%N/A
5 Years-5.48%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized