Unlimited HFEQ Equity Long/Short ETF (HFEQ)

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The chart shows the growth of an initial investment of $10,000 in Unlimited HFEQ Equity Long/Short 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 Jul 15, 2025, HFEQ's average daily return is +0.09%, while the average monthly return is +1.79%. At this rate, your investment would double in approximately 3.3 years.

Historically, 78% of months were positive and 22% were negative. The best month was Sep 2025 with a return of +7.7%, while the worst month was Mar 2026 at -8.5%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 1 months.

On a daily basis, HFEQ closed higher 57% of trading days. The best single day was Oct 13, 2025 with a return of +4.0%, while the worst single day was Oct 10, 2025 at -5.9%.

Unlimited HFEQ Equity Long/Short ETF has an annualized alpha of 13.20%, beta of 1.59, and R² of 0.80 versus S&P 500 Index. Calculated based on daily prices since July 16, 2025.

• This ETF captured 203.80% of S&P 500 Index gains but only 77.01% of its losses — a favorable profile for investors.
• This ETF generated an annualized alpha of 13.20% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• Beta of 1.59 means this ETF moves significantly more than S&P 500 Index — expect amplified gains in rallies and amplified losses in downturns.

HFEQ has a high expense ratio of 1.00%, indicating above-average management fees.

The table below present risk-adjusted performance metrics for Unlimited HFEQ Equity Long/Short ETF (HFEQ) and compare them to a chosen benchmark (S&P 500 Index).

Unlimited HFEQ Equity Long/Short ETF provided a 10.43% dividend yield over the last twelve months, with an annual payout of $2.20 per share.

The table displays the monthly dividend distributions for Unlimited HFEQ Equity Long/Short 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 Unlimited HFEQ Equity Long/Short 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 Unlimited HFEQ Equity Long/Short ETF was 12.46%, occurring on Mar 30, 2026. The portfolio has not yet recovered.

The current Unlimited HFEQ Equity Long/Short ETF drawdown is 9.67%.

The chart below shows the rolling one-month volatility.