(HEGD) Swan Hedged Equity US - Performance 8.9% in 12m
Compare HEGD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
58.80%
#7 in Group
Rel. Strength
61.18%
#3100 in Universe
Total Return 12m
8.86%
#11 in Group
Total Return 5y
36.22%
#11 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: HEGD (8.9%) vs SPY (10.1%)
5y Drawdown (Underwater) Chart
Top Performers in Equity Hedged
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| HTUS NYSE ARCA Capitol Series Trust |
-0.22% | 9.54% | 139% | - | - | - | - | - |
| NUSI NYSE ARCA NEOS Trust |
0.16% | 125% | 175% | - | - | - | - | - |
| NUSI NASDAQ NEOS Trust |
0.16% | 125% | 175% | - | - | - | - | - |
| ACIO BATS Aptus Collared Income |
-0.72% | 8.89% | 68.6% | - | - | - | - | - |
| MRSK NYSE ARCA Northern Lights Fund Trust |
1.11% | 6.06% | 49.8% | - | - | - | - | - |
| HEGD BATS Swan Hedged Equity US Large |
0.73% | 8.86% | 36.2% | - | - | - | - | - |
| HEQT NYSE ARCA Simplify Exchange Traded |
0.16% | 9.99% | 26.4% | - | - | - | - | - |
| CAOS BATS EA Series Trust - Alpha |
0.7% | 6.16% | 15.1% | - | - | - | - | - |
Performance Comparison: HEGD vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for HEGD
| Total Return (including Dividends) | HEGD | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 0.73% | -0.91% | -0.91% |
| 3 Months | -3.46% | -7.61% | -7.61% |
| 12 Months | 8.86% | 10.06% | 10.06% |
| 5 Years | 36.22% | 110.82% | 110.82% |
| Trend Score (consistency of price movement) | HEGD | SPY | S&P 500 |
| 1 Month | 25.7% | 1.2% | 1.2% |
| 3 Months | -84.8% | -89.2% | -89.2% |
| 12 Months | 68.4% | 56.2% | 56.2% |
| 5 Years | 74.6% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #8 | 1.65% | 1.65% |
| 3 Month | #13 | 4.50% | 4.50% |
| 12 Month | #13 | -1.09% | -1.09% |
| 5 Years | #20 | -15.0% | -15.0% |
FAQs
Does HEGD Swan Hedged Equity US outperforms the market?
No,
over the last 12 months HEGD made 8.86%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.06%.
Over the last 3 months HEGD made -3.46%, while SPY made -7.61%.
Over the last 3 months HEGD made -3.46%, while SPY made -7.61%.
Performance Comparison HEGD vs Indeces and Sectors
HEGD vs. Indices HEGD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.24% | 1.64% | 3.01% | -1.20% |
| US NASDAQ 100 | QQQ | -5.10% | -0.68% | 3.53% | -1.70% |
| US Dow Jones Industrial 30 | DIA | -1.51% | 4.18% | 2.24% | 1.57% |
| German DAX 40 | DAX | -3.44% | -0.38% | -16.1% | -14.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.70% | 3.33% | 4.08% | 3.89% |
| Hongkong Hang Seng | HSI | 0.11% | 2.73% | 1.98% | -1.31% |
| India NIFTY 50 | INDA | 1.82% | -3.27% | 1.28% | 6.20% |
| Brasil Bovespa | EWZ | -3.91% | -5.11% | -2.57% | 15.7% |
HEGD vs. Sectors HEGD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.56% | 1.81% | -5.06% | -13.0% |
| Consumer Discretionary | XLY | -5.04% | -0.09% | -0.98% | -2.72% |
| Consumer Staples | XLP | 3.11% | 1.26% | -3.44% | -1.06% |
| Energy | XLE | 0.24% | 12.2% | 3.19% | 20.2% |
| Financial | XLF | -1.31% | 3.02% | -5.65% | -12.4% |
| Health Care | XLV | -1.23% | 5.34% | 4.26% | 8.08% |
| Industrial | XLI | -2.64% | 1.33% | 2.06% | 1.78% |
| Materials | XLB | -0.67% | 3.66% | 9.35% | 14.6% |
| Real Estate | XLRE | 0.18% | 2.50% | 3.45% | -6.52% |
| Technology | XLK | -6.76% | -0.54% | 8.98% | 3.94% |
| Utilities | XLU | 0.22% | 0.16% | -2.67% | -13.0% |
| Aerospace & Defense | XAR | -5.59% | -6.21% | -9.65% | -17.2% |
| Biotech | XBI | -3.57% | -0.23% | 15.8% | 13.0% |
| Homebuilder | XHB | 0.04% | 3.83% | 17.0% | 18.3% |
| Retail | XRT | -0.80% | 0.86% | 6.87% | 13.1% |