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Wahed FTSE USA Shariah ETF

HLAL
ETF · Currency in USD
ISIN
US53656F6079
CUSIP
53656F607
Issuer
Wahed
Inception Date
Jul 16, 2019
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.50%
Index Tracked
FTSE Shariah USA Index
ETF Home Page
funds.wahedinvest.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

HLALPrice Chart


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S&P 500

HLALPerformance

The chart shows the growth of $10,000 invested in Wahed FTSE USA Shariah ETF on Jul 17, 2019 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $15,922 for a total return of roughly 59.22%. All prices are adjusted for splits and dividends.


HLAL (Wahed FTSE USA Shariah ETF)
Benchmark (S&P 500)

HLALReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-1.35%
6M13.15%
YTD15.12%
1Y30.20%
5Y23.80%
10Y23.80%

HLALMonthly Returns Heatmap


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HLALSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Wahed FTSE USA Shariah ETF Sharpe ratio is 2.09. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


HLAL (Wahed FTSE USA Shariah ETF)
Benchmark (S&P 500)

HLALDividends

Wahed FTSE USA Shariah ETF granted a 0.98% dividend yield in the last twelve months, as of Sep 18, 2021. The annual payout for that period amounted to $0.38 per share.


PeriodTTM20202019
Dividend$0.38$0.33$0.20

Dividend yield

0.98%0.97%0.72%

HLALDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


HLAL (Wahed FTSE USA Shariah ETF)
Benchmark (S&P 500)

HLALWorst Drawdowns

The table below shows the maximum drawdowns of the Wahed FTSE USA Shariah ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Wahed FTSE USA Shariah ETF is 33.57%, recorded on Mar 23, 2020. It took 84 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.57%Feb 20, 202023Mar 23, 202084Jul 22, 2020107
-9.99%Sep 3, 202041Oct 30, 202011Nov 16, 202052
-7.12%Jul 25, 201916Aug 15, 201919Sep 12, 201935
-7.05%Feb 16, 202113Mar 4, 202121Apr 5, 202134
-4.43%Jan 26, 20214Jan 29, 202110Feb 12, 202114
-4.29%May 10, 20213May 12, 202130Jun 24, 202133
-4.13%Sep 13, 201914Oct 2, 201917Oct 25, 201931
-3.71%Jan 21, 20209Jan 31, 20204Feb 6, 202013
-2.88%Sep 3, 202110Sep 17, 2021
-2.84%Jul 13, 20215Jul 19, 20214Jul 23, 20219

HLALVolatility Chart

Current Wahed FTSE USA Shariah ETF volatility is 9.63%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


HLAL (Wahed FTSE USA Shariah ETF)
Benchmark (S&P 500)

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