Data as of: Jan 17, 2025

HELO: JP Morgan Hedged Equity ETF

  • Last Price
  • Dividend *
  • Yield *
  • Dividend Payments *
  • 62.70
  • $0.37
  • 0.59 %
  • 4
  • Volatility *
  • S&P 500 Volatility *
  • S&P 500 Correlation *
  • 7.4 %
  • 12.6 %
  • +0.93
  • Net Assets (Million)
  • First Data
  • More info
* Last Twelve Completed Months
  Q1 Q2 Q3 Q4 Annual
2025 +1.06 % +1.06 %
2024 +5.94 % +4.78 % +4.55 % +1.72 % +18.04 %
  Q1 Q2 Q3 Q4 Annual
2025 $0.00 $0.00
2024 $0.05 $0.08 $0.08 $0.15 $0.37

Monthly Total Returns (including all dividends): Oct-23 - Jan-25

HELO monthly returns chart

Notes:

Though most ETFs have never paid a capital gains distribution, investors should monitor for non-recurring payments when considering yield.

Volatility is the annualized standard deviation of daily returns
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