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Wahed FTSE USA Shariah ETF (HLAL)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US53656F6079

CUSIP

53656F607

Issuer

Wahed

Inception Date

Jul 16, 2019

Region

North America (U.S.)

Leveraged

1x

Index Tracked

FTSE Shariah USA Index

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

HLAL features an expense ratio of 0.50%, falling within the medium range.


Expense ratio chart for HLAL: current value at 0.50% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.50%

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
HLAL vs. SPUS HLAL vs. UMMA HLAL vs. AMAGX HLAL vs. SPY HLAL vs. VOO HLAL vs. SPRE HLAL vs. SNOW HLAL vs. QQQ HLAL vs. KSA HLAL vs. SPUSX
Popular comparisons:
HLAL vs. SPUS HLAL vs. UMMA HLAL vs. AMAGX HLAL vs. SPY HLAL vs. VOO HLAL vs. SPRE HLAL vs. SNOW HLAL vs. QQQ HLAL vs. KSA HLAL vs. SPUSX

Performance

Performance Chart

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


70.00%80.00%90.00%100.00%110.00%120.00%130.00%JulyAugustSeptemberOctoberNovemberDecember
125.47%
97.43%
HLAL (Wahed FTSE USA Shariah ETF)
Benchmark (^GSPC)

Returns By Period

Wahed FTSE USA Shariah ETF had a return of 18.13% year-to-date (YTD) and 18.42% in the last 12 months.


HLAL

YTD

18.13%

1M

2.24%

6M

6.27%

1Y

18.42%

5Y*

15.47%

10Y*

N/A

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of HLAL, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.33%4.28%1.75%-3.89%4.56%4.22%0.12%1.09%2.44%-3.10%5.03%18.13%
20235.99%-1.45%6.22%1.59%1.84%6.28%3.13%-1.59%-4.51%-2.75%9.16%3.66%30.13%
2022-5.02%-2.85%4.60%-7.42%0.21%-8.83%9.76%-4.41%-8.86%7.30%5.02%-6.27%-17.56%
20210.63%-0.46%4.33%3.31%0.14%3.35%2.87%2.32%-4.67%7.61%1.40%5.15%28.64%
2020-0.95%-9.54%-11.89%13.95%5.71%2.86%6.99%10.05%-4.35%-4.59%12.68%5.25%24.65%
2019-0.08%-3.25%3.52%1.77%4.58%4.18%10.96%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of HLAL is 67, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of HLAL is 6767
Overall Rank
The Sharpe Ratio Rank of HLAL is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of HLAL is 6464
Sortino Ratio Rank
The Omega Ratio Rank of HLAL is 6767
Omega Ratio Rank
The Calmar Ratio Rank of HLAL is 7171
Calmar Ratio Rank
The Martin Ratio Rank of HLAL is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Wahed FTSE USA Shariah ETF (HLAL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for HLAL, currently valued at 1.48, compared to the broader market0.002.004.001.482.10
The chart of Sortino ratio for HLAL, currently valued at 1.96, compared to the broader market-2.000.002.004.006.008.0010.001.962.80
The chart of Omega ratio for HLAL, currently valued at 1.27, compared to the broader market0.501.001.502.002.503.001.271.39
The chart of Calmar ratio for HLAL, currently valued at 2.13, compared to the broader market0.005.0010.0015.002.133.09
The chart of Martin ratio for HLAL, currently valued at 7.88, compared to the broader market0.0020.0040.0060.0080.00100.007.8813.49
HLAL
^GSPC

The current Wahed FTSE USA Shariah ETF Sharpe ratio is 1.48. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Wahed FTSE USA Shariah ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.48
2.10
HLAL (Wahed FTSE USA Shariah ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Wahed FTSE USA Shariah ETF provided a 0.68% dividend yield over the last twelve months, with an annual payout of $0.36 per share.


0.70%0.80%0.90%1.00%1.10%$0.00$0.10$0.20$0.30$0.4020192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019
Dividend$0.36$0.33$0.41$0.34$0.33$0.20

Dividend yield

0.68%0.72%1.15%0.78%0.97%0.72%

Monthly Dividends

The table displays the monthly dividend distributions for Wahed FTSE USA Shariah 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$0.03$0.00$0.00$0.02$0.00$0.00$0.17$0.00$0.00$0.00$0.22
2023$0.00$0.00$0.10$0.00$0.00$0.07$0.00$0.00$0.02$0.00$0.00$0.14$0.33
2022$0.00$0.00$0.10$0.00$0.00$0.02$0.00$0.00$0.18$0.00$0.00$0.11$0.41
2021$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.10$0.34
2020$0.00$0.00$0.10$0.00$0.00$0.01$0.00$0.00$0.13$0.00$0.00$0.10$0.33
2019$0.08$0.00$0.00$0.12$0.20

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.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-2.75%
-2.62%
HLAL (Wahed FTSE USA Shariah ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Wahed FTSE USA Shariah 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 Wahed FTSE USA Shariah ETF was 33.57%, occurring on Mar 23, 2020. Recovery took 84 trading sessions.

The current Wahed FTSE USA Shariah ETF drawdown is 2.75%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.57%Feb 20, 202023Mar 23, 202084Jul 22, 2020107
-23.18%Jan 4, 2022195Oct 12, 2022187Jul 13, 2023382
-9.99%Sep 3, 202041Oct 30, 202011Nov 16, 202052
-9.86%Aug 1, 202363Oct 27, 202324Dec 1, 202387
-9.28%Jul 11, 202418Aug 5, 202467Nov 7, 202485

Volatility

Volatility Chart

The current Wahed FTSE USA Shariah ETF volatility is 4.16%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
4.16%
3.79%
HLAL (Wahed FTSE USA Shariah ETF)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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