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iM DBi Hedge Strategy ETF (DBEH)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
US56170L7947
CUSIP
53700T835
Inception Date
Dec 18, 2019
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Accumulating
Asset Class
Multi-Asset
Asset Class Size
Multi-Cap

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in iM DBi Hedge Strategy ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period


iM DBi Hedge Strategy ETF

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.15%1.61%2.01%-2.52%2.16%1.42%1.35%-0.06%-0.29%5.57%
20232.48%-0.34%-0.92%0.02%0.11%3.05%1.63%-1.13%-1.64%0.16%1.73%1.97%7.23%
2022-3.42%-1.19%3.40%-2.02%0.03%-2.87%3.50%-1.43%-3.22%2.95%0.86%-2.44%-6.05%
20212.05%0.70%0.01%1.80%0.51%0.15%-0.45%0.33%-1.82%2.44%-3.34%2.63%4.95%
2020-0.09%-3.84%-8.27%7.58%2.97%3.63%4.16%3.24%-1.68%-1.25%11.18%5.10%23.41%
20190.05%0.05%

Benchmark Metrics

iM DBi Hedge Strategy ETF has an annualized alpha of 0.58%, beta of 0.51, and R² of 0.64 versus S&P 500 Index. Calculated based on daily prices since December 19, 2019.

  • This ETF participated in 48.80% of S&P 500 Index downside but only 41.50% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.51 indicates this ETF moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
0.58%
Beta
0.51
0.64
Upside Capture
41.50%
Downside Capture
48.80%

Expense Ratio

DBEH has an expense ratio of 0.85%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iM DBi Hedge Strategy ETF (DBEH) and compare them to a chosen benchmark (S&P 500 Index).


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History

iM DBi Hedge Strategy ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%5.00%10.00%15.00%$0.00$1.00$2.00$3.00$4.00$5.002020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020
Dividend$0.00$0.81$0.39$4.81$0.02

Dividend yield

0.00%3.05%1.54%17.43%0.06%

Monthly Dividends

The table displays the monthly dividend distributions for iM DBi Hedge Strategy ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.24$0.00$0.00$0.48$0.00$0.00$0.00$0.73
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.81$0.81
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.39$0.39
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$4.81$4.81
2020$0.02$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.02

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the iM DBi Hedge Strategy ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the iM DBi Hedge Strategy ETF was 23.67%, occurring on Mar 18, 2020. Recovery took 75 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-23.67%Feb 13, 202024Mar 18, 202075Jul 7, 202099
-9.84%Jan 4, 202243Mar 7, 2022503Mar 7, 2024546
-6.07%Feb 16, 202127Mar 24, 2021157Nov 4, 2021184
-6%Jul 17, 202414Aug 5, 2024
-5.8%Sep 3, 202015Sep 24, 202012Oct 12, 202027

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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