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Data as of: Jul 11, 2025

HELO: JP Morgan Hedged Equity ETF

Last Price
Dividend *
Yield *
Dividend Payments *

63.05
$0.42
0.67 %
4

Volatility *
S&P 500 Volatility *
S&P 500 Correlation *

10.0 %
20.6 %
+0.95

Net Assets (Million)
First Data
More info

$2,919
Sep 29, 2023
Issuer Website

* Last Twelve Completed Months

	Q1	Q2	Q3	Q4	Annual
2025	-3.66 %	+5.03 %	+0.75 %		+1.94 %
2024	+5.94 %	+4.78 %	+4.55 %	+1.72 %	+18.04 %

	Q1	Q2	Q3	Q4	Annual
2025	$0.09	$0.10	$0.00		$0.19
2024	$0.05	$0.08	$0.08	$0.15	$0.37

Monthly ReturnsBy YearTotal Return

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