Performance analysis of HELO (JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF)
Annual Return
Since Sep 29, 2023, HELO has had an average annual return of +13%, underperforming the benchmark SPY, which returned +25.41% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.52% | +7.82% | +18.04% | +6.30% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.81% | -0.49% | -3.99% | +5.69% | +0.73% | -0.01% | +2.52% | ||||||
| 2025 | +1.23% | -0.56% | -4.30% | -0.74% | +3.38% | +2.35% | +1.18% | +1.36% | +1.47% | +0.92% | +0.91% | +0.54% | +7.82% |
| 2024 | +1.46% | +2.57% | +1.81% | -1.71% | +3.72% | +2.78% | +0.34% | +2.47% | +1.68% | -0.05% | +3.16% | -1.35% | +18.04% |
| 2023 | +0% | -1.13% | +5.72% | +1.69% | +6.30% |
Drawdown analysis of HELO (JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF)
The maximum drawdown for the HELO was -10.90%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The current HELO drawdown is -0.07%.
Since Sep 29, 2023 HELO has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -10.90% | Feb 19, 2025 | 34 | Apr 8, 2025 | 86 | Aug 12, 2025 | 120 |
| -5.75% | Feb 9, 2026 | 34 | Mar 30, 2026 | 16 | Apr 22, 2026 | 50 |
| -4.16% | Jul 16, 2024 | 14 | Aug 5, 2024 | 9 | Aug 16, 2024 | 23 |
| -3.60% | Oct 17, 2023 | 8 | Oct 27, 2023 | 5 | Nov 3, 2023 | 13 |
| -2.93% | Mar 28, 2024 | 15 | Apr 19, 2024 | 11 | May 6, 2024 | 26 |
| -2.70% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -2.56% | Dec 26, 2024 | 9 | Jan 10, 2025 | 8 | Jan 23, 2025 | 17 |
| -2.39% | Nov 12, 2025 | 6 | Nov 20, 2025 | 3 | Nov 25, 2025 | 9 |
| -2.20% | Dec 5, 2024 | 10 | Dec 19, 2024 | 4 | Dec 26, 2024 | 14 |
| -2.09% | Jan 12, 2026 | 5 | Jan 20, 2026 | 5 | Jan 27, 2026 | 10 |
| -1.80% | Dec 11, 2025 | 4 | Dec 17, 2025 | 3 | Dec 22, 2025 | 7 |
| -1.50% | Oct 29, 2024 | 2 | Oct 31, 2024 | 4 | Nov 6, 2024 | 6 |
| -1.45% | Jan 23, 2025 | 7 | Feb 3, 2025 | 11 | Feb 19, 2025 | 18 |
| -1.34% | Oct 6, 2025 | 4 | Oct 10, 2025 | 6 | Oct 20, 2025 | 10 |
| -1.32% | Jan 28, 2026 | 6 | Feb 5, 2026 | 2 | Feb 9, 2026 | 8 |
| -1.18% | May 21, 2024 | 6 | May 30, 2024 | 4 | Jun 5, 2024 | 10 |
| -1.17% | Nov 11, 2024 | 4 | Nov 15, 2024 | 7 | Nov 26, 2024 | 11 |
| -1.01% | Feb 9, 2024 | 2 | Feb 13, 2024 | 6 | Feb 22, 2024 | 8 |
| -0.94% | Oct 28, 2025 | 7 | Nov 6, 2025 | 3 | Nov 11, 2025 | 10 |
| -0.94% | Dec 28, 2023 | 4 | Jan 4, 2024 | 4 | Jan 10, 2024 | 8 |
| -0.93% | Dec 24, 2025 | 4 | Dec 31, 2025 | 7 | Jan 12, 2026 | 11 |
| -0.83% | Oct 2, 2023 | 1 | Oct 3, 2023 | 3 | Oct 6, 2023 | 4 |
| -0.76% | Nov 8, 2023 | 1 | Nov 9, 2023 | 1 | Nov 10, 2023 | 2 |
| -0.73% | Sep 30, 2024 | 5 | Oct 7, 2024 | 2 | Oct 9, 2024 | 7 |
| -0.69% | Oct 11, 2023 | 2 | Oct 13, 2023 | 1 | Oct 16, 2023 | 3 |