Equable Shares Hedged Equity ETF (HEDG)

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

Based on dividend-adjusted daily data since Oct 13, 2025, HEDG's average daily return is +0.02%, while the average monthly return is +0.38%. At this rate, your investment would double in approximately 15.2 years.

Historically, 86% of months were positive and 14% were negative. The best month was Dec 2025 with a return of +1.2%, while the worst month was Mar 2026 at -2.0%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 1 months.

On a daily basis, HEDG closed higher 53% of trading days. The best single day was Mar 31, 2026 with a return of +1.7%, while the worst single day was Mar 27, 2026 at -1.2%.

Equable Shares Hedged Equity ETF has an annualized alpha of 6.92%, beta of 0.47, and R² of 0.83 versus S&P 500 Index. Calculated based on daily prices since October 14, 2025.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (56.32%) than losses (4.49%) — typical of diversified or defensive assets.
• This ETF generated an annualized alpha of 6.92% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• Beta of 0.47 indicates this ETF moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

HEDG has a high expense ratio of 0.96%, indicating above-average management fees.

The table below present risk-adjusted performance metrics for Equable Shares Hedged Equity ETF (HEDG) and compare them to a chosen benchmark (S&P 500 Index).

Equable Shares Hedged Equity ETF provided a 1.90% dividend yield over the last twelve months, with an annual payout of $0.55 per share.

The table displays the monthly dividend distributions for Equable Shares Hedged Equity ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Equable Shares Hedged Equity 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 Equable Shares Hedged Equity ETF was 3.85%, occurring on Mar 30, 2026. The portfolio has not yet recovered.

The current Equable Shares Hedged Equity ETF drawdown is 2.03%.

The chart below shows the rolling one-month volatility.