Performance analysis of SHEH (SHELL PLC ADRHEDGED)
Annual Return
Since Apr 23, 2025, SHEH has had an average annual return of +29.74%, underperforming the benchmark SPY, which returned +32.36% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +20.26% | +14.96% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.11% | +10.65% | +12.69% | -4.97% | -5.62% | -6.01% | +10.96% | +20.26% | |||||
| 2025 | -0.37% | +2.55% | +4.04% | +6.50% | +1.03% | -2.66% | +6.87% | -1.26% | -2.15% | +14.96% |
Drawdown analysis of SHEH (SHELL PLC ADRHEDGED)
The maximum drawdown for the SHEH was -17.53%, occurring on Jul 1, 2026. This drawdown has not yet recovered.
The current SHEH drawdown is -7.28%.
Since Apr 23, 2025 SHEH has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.53% | Apr 6, 2026 | 60 | Jul 1, 2026 | Ongoing | Ongoing | Ongoing |
| -9.30% | Nov 11, 2025 | 39 | Jan 8, 2026 | 23 | Feb 11, 2026 | 62 |
| -5.65% | Jun 17, 2025 | 5 | Jun 25, 2025 | 22 | Jul 28, 2025 | 27 |
| -4.83% | Sep 2, 2025 | 11 | Sep 17, 2025 | 14 | Oct 7, 2025 | 25 |
| -4.53% | Oct 7, 2025 | 7 | Oct 16, 2025 | 5 | Oct 23, 2025 | 12 |
| -3.26% | Mar 18, 2026 | 3 | Mar 23, 2026 | 5 | Mar 30, 2026 | 8 |
| -2.98% | Jul 29, 2025 | 7 | Aug 7, 2025 | 12 | Aug 25, 2025 | 19 |
| -2.98% | May 2, 2025 | 2 | May 6, 2025 | 4 | May 12, 2025 | 6 |
| -2.69% | May 13, 2025 | 8 | May 23, 2025 | 9 | Jun 6, 2025 | 17 |
| -2.48% | Feb 11, 2026 | 1 | Feb 12, 2026 | 3 | Feb 18, 2026 | 4 |
| -1.97% | Mar 2, 2026 | 1 | Mar 3, 2026 | 3 | Mar 6, 2026 | 4 |
| -1.93% | Apr 25, 2025 | 3 | Apr 30, 2025 | 2 | May 2, 2025 | 5 |
| -1.57% | Mar 30, 2026 | 2 | Apr 1, 2026 | 1 | Apr 2, 2026 | 3 |
| -1.39% | Jun 13, 2025 | 1 | Jun 16, 2025 | 1 | Jun 17, 2025 | 2 |
| -1.24% | Oct 29, 2025 | 6 | Nov 6, 2025 | 1 | Nov 7, 2025 | 7 |
| -0.87% | Oct 24, 2025 | 2 | Oct 28, 2025 | 1 | Oct 29, 2025 | 3 |
| -0.75% | Feb 25, 2026 | 1 | Feb 26, 2026 | 1 | Feb 27, 2026 | 2 |
| -0.53% | Mar 9, 2026 | 1 | Mar 10, 2026 | 1 | Mar 11, 2026 | 2 |
| -0.40% | Aug 25, 2025 | 2 | Aug 27, 2025 | 3 | Sep 2, 2025 | 5 |
| -0.20% | Feb 19, 2026 | 1 | Feb 20, 2026 | 1 | Feb 23, 2026 | 2 |