Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HELO (JPMorgan Hedged Equity Laddered Overlay ETF) | 1.45% | 10.13% | 11.13% | 6.54% | 3.22% | 2.13% | 1.60% | … | … |
Data as of 06/05/2026, Common starting date is 12/31/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HELO (JPMorgan Hedged Equity Laddered Overlay ETF) | 12/31/1997 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.06 | 10.13 | 11.13 | 6.54 | 3.22 | 2.13 | 1.60 | … | … | 1.45 | 7.82 | 18.05 | 224.79 | 47.82 | 51.89 | 0.00 |
| Sharpe Ratio | NA | 1.19 | 0.87 | 0.46 | 0.21 | NA | NA | … | … | 0.13 | 0.55 | 1.96 | 0.02 | 0.52 | 0.56 | NA |
| Standard Deviation(%) | NA | 6.27 | 68.78 | 68.78 | 68.78 | NA | NA | … | … | 7.21 | 8.97 | 7.36 | 221.56 | 85.20 | 85.96 | 0.00 |
| Draw Down(%) | NA | 5.76 | 10.89 | 10.89 | 10.89 | NA | NA | … | … | 5.76 | 10.89 | 4.16 | 3.60 | 50.61 | 64.77 | 0.00 |
| Yield(%) | 0.00 | 0.69 | 0.66 | 0.40 | 0.20 | 0.13 | 0.10 | … | … | 0.11 | 0.71 | 0.70 | 0.21 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/31/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HELO (JPMorgan Hedged Equity Laddered Overlay ETF) |
64.20%
Sep 2022 – Sep 2025 |
45.99%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HELO (JPMorgan Hedged Equity Laddered Overlay ETF) |
127.43%
Jun 2021 – Jun 2024 |
67.46%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart