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Performance analysis of HEQQ (JPMORGAN NASDAQ HEDGED EQUITY LADDERED OVERLAY ETF)

Annual Return

Since Mar 27, 2025, HEQQ has had an average annual return of +16.37%, underperforming the benchmark SPY, which returned +24.73% annual.

20262025
+4.20%+17.20%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.56%-2.16%-2.61%+6.98%+1.62%-0.23%-0.73%+4.20%
2025-1.15%+0.82%+4.62%+2.89%+1.23%+1.68%+3.91%+2.09%+0.46%-0.40%+17.20%

Drawdown analysis of HEQQ (JPMORGAN NASDAQ HEDGED EQUITY LADDERED OVERLAY ETF)

The maximum drawdown for the HEQQ was -7.64%, occurring on Mar 30, 2026. Recovery took 18 trading sessions.

The current HEQQ drawdown is -1.00%.

DepthStartTo BottomBottomTo RecoverEndTotal
-7.64%Jan 28, 202642Mar 30, 202618Apr 24, 202660
-6.73%Mar 27, 20258Apr 8, 202516May 1, 202524
-3.34%Oct 29, 202516Nov 20, 20255Nov 28, 202521
-2.92%Dec 10, 20255Dec 17, 202515Jan 9, 202620
-2.45%May 28, 20269Jun 10, 2026OngoingOngoingOngoing
-1.81%Jan 12, 20265Jan 20, 20265Jan 27, 202610
-1.40%Oct 8, 20252Oct 10, 20256Oct 20, 20258
-1.02%Aug 28, 20252Sep 2, 20252Sep 4, 20254
-0.98%May 16, 20255May 23, 20251May 27, 20256
-0.89%May 13, 20264May 19, 20266May 28, 202610
-0.81%Aug 18, 20253Aug 21, 20253Aug 26, 20256
-0.72%Jul 28, 20254Aug 1, 20251Aug 4, 20255
-0.71%May 2, 20252May 6, 20252May 8, 20254
-0.46%Sep 22, 20253Sep 25, 20253Sep 30, 20256
-0.46%Oct 20, 20252Oct 22, 20252Oct 24, 20254
-0.43%Jun 12, 20251Jun 13, 20251Jun 16, 20252
-0.41%Nov 28, 20251Dec 1, 20254Dec 5, 20255
-0.36%Jun 30, 20251Jul 1, 20252Jul 3, 20253
-0.35%Jun 16, 20251Jun 17, 20253Jun 23, 20254
-0.29%May 6, 20261May 7, 20262May 11, 20263
-0.29%Oct 6, 20251Oct 7, 20251Oct 8, 20252
-0.27%Jul 21, 20251Jul 22, 20251Jul 23, 20252
-0.22%Jun 4, 20251Jun 5, 20251Jun 6, 20252
-0.19%Aug 4, 20251Aug 5, 20251Aug 6, 20252
-0.18%Jul 3, 20251Jul 7, 20252Jul 9, 20253