HCM Defender 500 Index ETF (LGH)
LGH is a passive ETF by Howard Capital Management tracking the investment results of the HCM Defender 500 Index. LGH launched on Oct 10, 2019 and has a 1.23% expense ratio.
ETF Info
| ISIN | US66538R7301 |
|---|---|
| CUSIP | 66538R730 |
| Issuer | Howard Capital Management |
| Inception Date | Oct 10, 2019 |
| Region | North America (U.S.) |
| Category | Large Cap Blend Equities |
| Index Tracked | HCM Defender 500 Index |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
LGH has a high expense ratio of 1.23%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: LGH vs. SPY, LGH vs. FNGS, LGH vs. QQH, LGH vs. VOO
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.
Returns By Period
HCM Defender 500 Index ETF had a return of 15.17% year-to-date (YTD) and 35.05% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 15.17% | 11.29% |
| 1 month | 6.64% | 4.87% |
| 6 months | 24.29% | 17.88% |
| 1 year | 35.05% | 29.16% |
| 5 years (annualized) | N/A | 13.20% |
| 10 years (annualized) | N/A | 10.97% |
Monthly Returns
The table below presents the monthly returns of LGH, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.33% | 7.08% | 4.21% | -5.53% | 15.17% | ||||||||
| 2023 | 5.28% | -2.48% | 2.53% | 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% | -0.47% | -5.52% | 0.52% | -1.23% | -3.67% | 2.98% | 3.41% | -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% |
| 2020 | 0.28% | -10.00% | -10.45% | 2.76% | 6.29% | 2.14% | 7.58% | 11.33% | -5.08% | -5.65% | 16.46% | 5.23% | 18.51% |
| 2019 | 3.54% | 4.10% | 3.20% | 11.24% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of LGH is 78, placing it in the top 22% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
LGH (HCM Defender 500 Index ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for HCM Defender 500 Index ETF (LGH) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
HCM Defender 500 Index ETF granted a 0.54% dividend yield in the last twelve months. The annual payout for that period amounted to $0.26 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | $0.26 | $0.26 | $0.20 | $0.06 | $0.08 | $0.05 |
Dividend yield | 0.54% | 0.63% | 0.61% | 0.14% | 0.23% | 0.16% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2019 | $0.05 | $0.05 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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.
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 |
| -13.54% | Sep 3, 2020 | 14 | Sep 23, 2020 | 38 | Nov 16, 2020 | 52 |
| -8.69% | Sep 7, 2021 | 20 | Oct 4, 2021 | 18 | Oct 28, 2021 | 38 |
| -7.2% | Nov 24, 2021 | 5 | Dec 1, 2021 | 17 | Dec 27, 2021 | 22 |
Volatility
Volatility Chart
The current HCM Defender 500 Index ETF volatility is 4.26%, 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.