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
US66538R7301
66538R730
Oct 10, 2019
North America (U.S.)
1x
HCM Defender 500 Index
Large-Cap
Blend
Share Price Chart
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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.
Returns By Period
HCM Defender 500 Index ETF had a return of 28.87% year-to-date (YTD) and 36.69% in the last 12 months.
LGH
28.87%
2.26%
13.15%
36.69%
15.06%
N/A
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
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% | 6.85% | 5.30% | 0.86% | -0.69% | 2.48% | -1.36% | 28.87% | ||
| 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% |
Expense Ratio
LGH has a high expense ratio of 1.23%, indicating higher-than-average management fees.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LGH is 69, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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 provided a 0.49% dividend yield over the last twelve months, with an annual payout of $0.26 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| Dividend | $0.26 | $0.26 | $0.21 | $0.06 | $0.08 | $0.05 |
Dividend yield | 0.49% | 0.63% | 0.61% | 0.14% | 0.23% | 0.17% |
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 | $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 | $0.21 | $0.21 |
| 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
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 1.21%.
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 |
| -12.5% | Jul 17, 2024 | 14 | Aug 5, 2024 | 66 | Nov 6, 2024 | 80 |
| -8.69% | Sep 7, 2021 | 20 | Oct 4, 2021 | 18 | Oct 28, 2021 | 38 |
Volatility
Volatility Chart
The current HCM Defender 500 Index ETF volatility is 5.61%, 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.