- Issuer
- Roundhill
- Inception Date
- May 14, 2026
- Category
- Large Cap Blend Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- Akros U.S. Heavy Assets Low Obsolescence (HALO) Index
- Distribution Policy
- Annual
- Asset Class
- Equity
Highlights
- Avg. Volume (1M)
- 45K
- Avg. Volume Value (1M)
- $1.16M
Share Price Chart
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Performance
LOHA Performance Chart
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Returns By Period
Roundhill HALO ETF
- 1D
- 0.25%
- 1M
- 1.07%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
LOHA Monthly Returns History
Based on dividend-adjusted daily data since May 14, 2026, LOHA's average daily return is +0.07%, while the average monthly return is +1.24%. At this rate, an investment would double in approximately 4.7 years.
Historically, 67% of months were positive and 33% were negative. The best month was Jun 2026 with a return of +3.1%, while the worst month was May 2026 at -0.1%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 1 months.
On a daily basis, LOHA closed higher 52% of trading days. The best single day was Jul 16, 2026 with a return of +2.2%, while the worst single day was Jun 17, 2026 at -2.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.12% | 3.11% | 0.72% | 3.73% |
Expense Ratio
LOHA has an expense ratio of 0.35%, placing it in the medium range.
Return for Risk
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Roundhill HALO ETF (LOHA) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LOHA | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.25 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.00 | — |
| Martin ratioReturn relative to average drawdown | — | 8.49 | — |
Dividends
Dividend History
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 Roundhill HALO 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 Roundhill HALO ETF was 2.48%, occurring on Jun 23, 2026. Recovery took 2 trading sessions.
The current Roundhill HALO ETF drawdown is 1.38%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-2.48%Jun 2026 | 6d | 2d | 8dJun 2026 - Jun 2026 | — |
-2.23%May 2026 | 5d | 7d | 12dMay 2026 - May 2026 | — |
-1.82%Jul 2026 | 9d | 8d | 17dJun 2026 - Jul 2026 | — |
-1.63%Jul 2026 | 1d | — | 4dJul 2026 - now | — |
-1.51%Jul 2026 | 3d | 4d | 7dJul 2026 - Jul 2026 | — |
Drawdown Indicators
| LOHA | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.48% | -56.78% | +54.30% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.10% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.38% | -1.58% | +0.20% |
Average DrawdownAverage peak-to-trough decline | -0.85% | -10.70% | +9.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.14% | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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