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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in HCM Defender 500 Index ETF, 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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Returns By Period
HCM Defender 500 Index ETF (LGH) has returned -8.09% so far this year and 18.41% over the past 12 months.
HCM Defender 500 Index ETF
- 1D
- 1.22%
- 1M
- -7.47%
- YTD
- -8.09%
- 6M
- -5.33%
- 1Y
- 18.41%
- 3Y*
- 18.05%
- 5Y*
- 9.99%
- 10Y*
- —
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%
Monthly Returns
Based on dividend-adjusted daily data since Oct 10, 2019, LGH's average daily return is +0.06%, while the average monthly return is +1.23%. At this rate, your investment would double in approximately 4.7 years.
Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +16.5%, while the worst month was Apr 2022 at -11.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.
On a daily basis, LGH closed higher 55% of trading days. The best single day was Mar 18, 2020 with a return of +6.1%, while the worst single day was Mar 16, 2020 at -10.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.19% | -1.83% | -7.47% | -8.09% | |||||||||
| 2025 | 1.73% | -2.25% | -6.74% | -1.93% | 7.33% | 7.10% | 3.16% | 2.37% | 5.05% | 3.63% | -0.36% | -0.24% | 19.47% |
| 2024 | 1.33% | 7.08% | 4.21% | -5.53% | 6.85% | 5.30% | 0.86% | -0.69% | 2.48% | -1.36% | 7.95% | -3.33% | 27.00% |
| 2023 | 5.28% | -2.48% | 2.54% | 1.91% | 1.23% | 8.67% | 4.19% | -2.29% | -6.74% | -3.92% | 9.03% | 5.80% | 24.19% |
| 2022 | -10.00% | -1.92% | 1.96% | -11.23% | -0.48% | -5.52% | 0.52% | -1.23% | -3.67% | 2.98% | 3.42% | -5.09% | -27.37% |
| 2021 | -1.12% | 3.10% | 5.81% | 7.57% | 0.55% | 3.71% | 3.18% | 4.31% | -6.92% | 10.09% | -0.73% | 5.63% | 39.92% |
Benchmark Metrics
HCM Defender 500 Index ETF has an annualized alpha of 3.50%, beta of 0.80, and R² of 0.67 versus S&P 500 Index. Calculated based on daily prices since October 11, 2019.
- This ETF captured 110.86% of S&P 500 Index gains and 108.05% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- This ETF generated an annualized alpha of 3.50% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- Alpha
- 3.50%
- Beta
- 0.80
- R²
- 0.67
- Upside Capture
- 110.86%
- Downside Capture
- 108.05%
Expense Ratio
LGH has a high expense ratio of 1.23%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
LGH ranks 56 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for HCM Defender 500 Index ETF (LGH) and compare them to a chosen benchmark (S&P 500 Index).
| LGH | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.90 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.39 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.21 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 1.40 | +0.29 |
Martin ratioReturn relative to average drawdown | 5.98 | 6.61 | -0.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore LGH risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
HCM Defender 500 Index ETF provided a 0.42% dividend yield over the last twelve months, with an annual payout of $0.24 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.24 | $0.24 | $0.21 | $0.26 | $0.20 | $0.06 | $0.08 | $0.00 |
Dividend yield | 0.42% | 0.38% | 0.40% | 0.63% | 0.61% | 0.14% | 0.23% | 0.01% |
Monthly Dividends
The table displays the monthly dividend distributions for HCM Defender 500 Index ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.26 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
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 HCM Defender 500 Index 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 HCM Defender 500 Index ETF was 29.60%, occurring on Mar 16, 2020. Recovery took 114 trading sessions.
The current HCM Defender 500 Index ETF drawdown is 10.20%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.6% | Feb 20, 2020 | 18 | Mar 16, 2020 | 114 | Aug 26, 2020 | 132 |
| -29.38% | Dec 30, 2021 | 198 | Oct 12, 2022 | 361 | Mar 21, 2024 | 559 |
| -18.42% | Dec 9, 2024 | 90 | Apr 21, 2025 | 51 | Jul 3, 2025 | 141 |
| -13.53% | Sep 3, 2020 | 14 | Sep 23, 2020 | 38 | Nov 16, 2020 | 52 |
| -12.5% | Jul 17, 2024 | 14 | Aug 5, 2024 | 66 | Nov 6, 2024 | 80 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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