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ProShares Hedge Replication (HDG)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
US74347X2945
CUSIP
74347X294
Issuer
ProShares
Inception Date
Jul 12, 2011
Region
North America (U.S.)
Category
Long-Short
Leveraged
1x (No leverage)
Index Tracked
Merrill Lynch Factor Model - Exchange Series
Distribution Policy
Distributing
Asset Class
Alternatives

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in ProShares Hedge Replication, 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

ProShares Hedge Replication (HDG) has returned 0.49% so far this year and 8.41% over the past 12 months. Over the last ten years, HDG has returned 3.41% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


ProShares Hedge Replication

1D
1.28%
1M
-1.94%
YTD
0.49%
6M
2.17%
1Y
8.41%
3Y*
5.75%
5Y*
1.97%
10Y*
3.41%

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

Based on dividend-adjusted daily data since Jul 14, 2011, HDG's average daily return is +0.01%, while the average monthly return is +0.23%. At this rate, your investment would double in approximately 25.1 years.

Historically, 59% of months were positive and 41% were negative. The best month was Nov 2020 with a return of +5.8%, while the worst month was Mar 2020 at -5.9%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, HDG closed higher 51% of trading days. The best single day was Aug 22, 2011 with a return of +3.0%, while the worst single day was Mar 16, 2020 at -4.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.54%0.92%-1.94%0.49%
20251.11%-0.08%-1.67%-0.78%1.90%1.06%0.91%1.39%1.50%1.15%0.07%0.45%7.18%
2024-0.61%1.49%1.11%-0.85%1.12%-0.20%2.44%-0.24%0.74%-0.66%1.82%-1.08%5.12%
20233.52%-0.24%-0.70%-0.04%-0.14%1.67%1.37%-1.25%-0.69%-1.22%2.17%2.62%7.14%
2022-3.27%-0.13%-0.39%-3.78%0.49%-3.21%2.02%-0.90%-4.29%1.99%3.59%-0.61%-8.48%
20211.41%1.91%-0.02%1.06%-0.08%0.11%-1.25%0.71%-1.35%1.32%-1.55%0.74%2.97%

Benchmark Metrics

ProShares Hedge Replication has an annualized alpha of -1.05%, beta of 0.31, and R² of 0.61 versus S&P 500 Index. Calculated based on daily prices since July 15, 2011.

  • This ETF participated in 41.36% of S&P 500 Index downside but only 26.81% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.31 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
-1.05%
Beta
0.31
0.61
Upside Capture
26.81%
Downside Capture
41.36%

Expense Ratio

HDG has a high expense ratio of 0.95%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

HDG ranks 67 for risk / return — better than 67% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


HDG Risk / Return Rank: 6767
Overall Rank
HDG Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
HDG Sortino Ratio Rank: 6868
Sortino Ratio Rank
HDG Omega Ratio Rank: 6767
Omega Ratio Rank
HDG Calmar Ratio Rank: 6565
Calmar Ratio Rank
HDG Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for ProShares Hedge Replication (HDG) and compare them to a chosen benchmark (S&P 500 Index).


HDGBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.23

0.90

+0.33

Sortino ratio

Return per unit of downside risk

1.77

1.39

+0.38

Omega ratio

Gain probability vs. loss probability

1.26

1.21

+0.04

Calmar ratio

Return relative to maximum drawdown

1.70

1.40

+0.30

Martin ratio

Return relative to average drawdown

6.95

6.61

+0.34

Explore HDG risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

ProShares Hedge Replication provided a 2.49% dividend yield over the last twelve months, with an annual payout of $1.28 per share.


0.00%1.00%2.00%3.00%4.00%$0.00$0.50$1.00$1.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.28$1.31$1.73$1.69$0.18$0.00$0.04$0.51$0.22$0.00$0.00$0.00

Dividend yield

2.49%2.55%3.50%3.48%0.39%0.00%0.08%1.09%0.51%0.00%0.00%0.00%

Monthly Dividends

The table displays the monthly dividend distributions for ProShares Hedge Replication. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.27$0.27
2025$0.00$0.00$0.30$0.00$0.00$0.29$0.00$0.00$0.36$0.00$0.00$0.37$1.31
2024$0.00$0.00$0.36$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.50$1.73
2023$0.00$0.00$0.26$0.00$0.00$0.32$0.00$0.00$0.60$0.00$0.00$0.52$1.69
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.18$0.18
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

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 ProShares Hedge Replication. 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 ProShares Hedge Replication was 15.31%, occurring on Sep 29, 2022. Recovery took 498 trading sessions.

The current ProShares Hedge Replication drawdown is 2.74%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-15.31%Nov 9, 2021224Sep 29, 2022498Sep 24, 2024722
-13.76%Feb 18, 202025Mar 23, 2020159Nov 5, 2020184
-7.83%Jul 22, 201152Oct 4, 2011312Jan 2, 2013364
-7.82%May 22, 2015183Feb 11, 2016255Feb 15, 2017438
-7.43%Jan 29, 2018229Dec 24, 2018207Oct 21, 2019436

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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