Performance analysis of HELX (FRANKLIN GENOMIC ADVANCEMENTS ETF)
Annual Return
Over the past 3 years, HELX has had an average annual return of +7.05%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, HELX has had an average annual return of -5.67%, underperforming the benchmark SPY, which returned +12.78% annual.
Since Feb 27, 2020, HELX has had an average annual return of +7.81%, underperforming the benchmark SPY, which returned +17.05% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.95% | +26.34% | -5.31% | +1.13% | -37.89% | +9.80% | +85.05% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.48% | -5.31% | -4.31% | +1.05% | +6.07% | +12.81% | -3.75% | +5.95% | |||||
| 2025 | +6.39% | -4.65% | -7.73% | +0.88% | -4.95% | +7.03% | +0.27% | +7.45% | +3.66% | +13.89% | +7.96% | -4.23% | +26.34% |
| 2024 | -2.26% | +7.99% | +1.86% | -8.22% | +3.24% | +2.07% | +6.17% | -1.05% | -2.61% | -6.76% | +2.61% | -6.97% | -5.31% |
| 2023 | +5.36% | -6.27% | +2.13% | -1.77% | -1.10% | +2.42% | +3.32% | -1.45% | -7.95% | -10.03% | +9.30% | +9.36% | +1.13% |
| 2022 | -19.37% | -3.80% | -1.88% | -11.81% | +2.46% | -3.96% | +10.57% | -9.41% | -7.58% | +4.30% | +3.30% | -5.72% | -37.89% |
| 2021 | +8.19% | -5.99% | -3.74% | +6.47% | -5.43% | +18.64% | +2.50% | +5.68% | -6.74% | +1.73% | -6.03% | -2.78% | +9.80% |
| 2020 | +1.95% | -8.44% | +20.63% | +9.94% | +3.63% | +11.13% | +3.89% | -1.07% | +1.22% | +12.98% | +10.43% | +85.05% |
Drawdown analysis of HELX (FRANKLIN GENOMIC ADVANCEMENTS ETF)
The maximum drawdown for the HELX was -58.75%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current HELX drawdown is -33.52%.
Since Feb 27, 2020 HELX has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.75% | Sep 7, 2021 | 900 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -27.15% | Mar 4, 2020 | 8 | Mar 16, 2020 | 29 | Apr 27, 2020 | 37 |
| -26.01% | Feb 12, 2021 | 15 | Mar 8, 2021 | 101 | Jul 30, 2021 | 116 |
| -8.87% | Sep 2, 2020 | 3 | Sep 8, 2020 | 19 | Oct 5, 2020 | 22 |
| -8.02% | Oct 13, 2020 | 14 | Nov 2, 2020 | 3 | Nov 5, 2020 | 17 |
| -7.96% | Aug 9, 2021 | 8 | Aug 19, 2021 | 10 | Sep 2, 2021 | 18 |
| -7.95% | Jan 20, 2021 | 5 | Jan 27, 2021 | 8 | Feb 8, 2021 | 13 |
| -6.49% | Jun 2, 2020 | 7 | Jun 11, 2020 | 5 | Jun 18, 2020 | 12 |
| -6.11% | Aug 4, 2020 | 5 | Aug 11, 2020 | 14 | Aug 31, 2020 | 19 |
| -5.93% | Dec 22, 2020 | 4 | Dec 29, 2020 | 6 | Jan 7, 2021 | 10 |
| -4.79% | Apr 27, 2020 | 4 | May 1, 2020 | 4 | May 7, 2020 | 8 |
| -4.47% | Nov 6, 2020 | 2 | Nov 10, 2020 | 12 | Nov 27, 2020 | 14 |
| -4.21% | Jul 20, 2020 | 4 | Jul 24, 2020 | 6 | Aug 3, 2020 | 10 |
| -3.86% | Jun 23, 2020 | 4 | Jun 29, 2020 | 3 | Jul 2, 2020 | 7 |
| -3.35% | Jul 9, 2020 | 2 | Jul 13, 2020 | 2 | Jul 15, 2020 | 4 |
| -3.08% | May 22, 2020 | 2 | May 27, 2020 | 3 | Jun 1, 2020 | 5 |
| -2.52% | May 11, 2020 | 3 | May 14, 2020 | 1 | May 15, 2020 | 4 |
| -2.16% | Dec 10, 2020 | 4 | Dec 16, 2020 | 2 | Dec 18, 2020 | 6 |
| -1.66% | Jul 15, 2020 | 1 | Jul 16, 2020 | 1 | Jul 17, 2020 | 2 |
| -1.61% | Aug 5, 2021 | 1 | Aug 6, 2021 | 1 | Aug 9, 2021 | 2 |
| -1.35% | Jan 8, 2021 | 2 | Jan 12, 2021 | 2 | Jan 14, 2021 | 4 |
| -1.16% | Dec 8, 2020 | 1 | Dec 9, 2020 | 1 | Dec 10, 2020 | 2 |
| -0.82% | Jan 14, 2021 | 1 | Jan 15, 2021 | 1 | Jan 19, 2021 | 2 |
| -0.58% | Feb 9, 2021 | 1 | Feb 10, 2021 | 2 | Feb 12, 2021 | 3 |
| -0.39% | Mar 2, 2020 | 1 | Mar 3, 2020 | 1 | Mar 4, 2020 | 2 |