Performance analysis of LGH (HCM DEFENDER 500 INDEX ETF)
Annual Return
Over the past 3 years, LGH has had an average annual return of +17.26%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, LGH has had an average annual return of +9.79%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Oct 10, 2019, LGH has had an average annual return of +15.16%, underperforming the benchmark SPY, which returned +16.48% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.36% | +19.47% | +26.99% | +24.20% | -27.36% | +39.91% | +18.52% | +11.06% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.19% | -1.83% | -7.48% | +6.69% | +7.24% | -2.17% | +0.45% | +3.36% | |||||
| 2025 | +1.73% | -2.25% | -6.74% | -1.93% | +7.33% | +7.10% | +3.16% | +2.37% | +5.06% | +3.62% | -0.36% | -0.24% | +19.47% |
| 2024 | +1.33% | +7.09% | +4.21% | -5.52% | +6.85% | +5.30% | +0.86% | -0.69% | +2.48% | -1.36% | +7.94% | -3.33% | +26.99% |
| 2023 | +5.28% | -2.48% | +2.54% | +1.91% | +1.23% | +8.67% | +4.19% | -2.29% | -6.74% | -3.92% | +9.03% | +5.80% | +24.20% |
| 2022 | -10.00% | -1.92% | +1.96% | -11.23% | -0.48% | -5.51% | +0.52% | -1.22% | -3.67% | +2.98% | +3.42% | -5.08% | -27.36% |
| 2021 | -1.12% | +3.10% | +5.81% | +7.57% | +0.55% | +3.70% | +3.18% | +4.31% | -6.92% | +10.09% | -0.73% | +5.63% | +39.91% |
| 2020 | +0.28% | -10.00% | -10.45% | +2.75% | +6.29% | +2.14% | +7.59% | +11.32% | -5.08% | -5.65% | +16.45% | +5.24% | +18.52% |
| 2019 | +3.54% | +4.10% | +3.04% | +11.06% |
Drawdown analysis of LGH (HCM DEFENDER 500 INDEX ETF)
The maximum drawdown for the LGH was -29.60%, occurring on Mar 16, 2020. Recovery took 114 trading sessions.
The current LGH drawdown is -2.31%.
Since Oct 10, 2019 LGH has experienced the following drawdowns:
- 20% or more: 2 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.60% | Feb 19, 2020 | 18 | Mar 16, 2020 | 114 | Aug 26, 2020 | 132 |
| -29.38% | Dec 29, 2021 | 198 | Oct 12, 2022 | 361 | Mar 21, 2024 | 559 |
| -18.42% | Dec 6, 2024 | 90 | Apr 21, 2025 | 51 | Jul 3, 2025 | 141 |
| -13.53% | Sep 2, 2020 | 14 | Sep 23, 2020 | 38 | Nov 16, 2020 | 52 |
| -12.50% | Jul 16, 2024 | 14 | Aug 5, 2024 | 66 | Nov 6, 2024 | 80 |
| -11.29% | Jan 12, 2026 | 53 | Mar 30, 2026 | 31 | May 13, 2026 | 84 |
| -8.69% | Sep 3, 2021 | 20 | Oct 4, 2021 | 18 | Oct 28, 2021 | 38 |
| -7.29% | Oct 29, 2025 | 16 | Nov 20, 2025 | 23 | Dec 24, 2025 | 39 |
| -7.20% | Nov 23, 2021 | 5 | Dec 1, 2021 | 17 | Dec 27, 2021 | 22 |
| -6.95% | Feb 12, 2021 | 13 | Mar 4, 2021 | 7 | Mar 15, 2021 | 20 |
| -6.48% | Jun 2, 2026 | 6 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -6.08% | Mar 28, 2024 | 15 | Apr 19, 2024 | 17 | May 14, 2024 | 32 |
| -5.28% | Apr 29, 2021 | 9 | May 12, 2021 | 16 | Jun 4, 2021 | 25 |
| -4.55% | Jan 21, 2021 | 6 | Jan 29, 2021 | 4 | Feb 4, 2021 | 10 |
| -4.38% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -4.14% | Oct 8, 2025 | 2 | Oct 10, 2025 | 10 | Oct 24, 2025 | 12 |
| -3.30% | Jan 17, 2020 | 9 | Jan 31, 2020 | 3 | Feb 5, 2020 | 12 |
| -3.28% | Jul 28, 2025 | 4 | Aug 1, 2025 | 5 | Aug 8, 2025 | 9 |
| -3.04% | Nov 11, 2024 | 4 | Nov 15, 2024 | 7 | Nov 26, 2024 | 11 |
| -2.83% | Mar 17, 2021 | 5 | Mar 24, 2021 | 5 | Mar 31, 2021 | 10 |
| -2.75% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -2.46% | Jun 14, 2021 | 4 | Jun 18, 2021 | 4 | Jun 24, 2021 | 8 |
| -2.37% | Aug 16, 2021 | 3 | Aug 19, 2021 | 3 | Aug 24, 2021 | 6 |
| -2.32% | Dec 28, 2020 | 4 | Jan 4, 2021 | 3 | Jan 7, 2021 | 7 |
| -2.32% | Aug 14, 2025 | 5 | Aug 21, 2025 | 4 | Aug 27, 2025 | 9 |