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Roundhill HALO ETF (LOHA) Sharpe Ratio

ETF · Currency in USD · Last updated Jul 17, 2026

Roundhill HALO ETF seeks to track the Akros U.S. Heavy Assets Low Obsolescence (HALO) Index, holding U.S. companies with tangible physical assets, durable operating footprints, and lower perceived risk of AI-driven obsolescence. The portfolio emphasizes businesses such as machinery, transportation, mining, and energy infrastructure.

Sharpe ratio is not yet available for LOHA. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar ETFs

The table compares Roundhill HALO ETF's Sharpe Ratio with other ETFs in the Large Cap Blend Equities category across multiple time periods, showing how LOHA's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 17, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
IUSInvesco RAFI Strategic US ETF3.06
AFOSARS Focused Opportunities Strategy ETF3.03
RSSYReturn Stacked US Stocks & Futures Yield ETF2.90
AVIEAvantis Inflation Focused Equity ETF2.71
RAFEPIMCO RAFI ESG U.S. ETF2.55
ESNEssential 40 Stock ETF2.48
EBILongview Advantage ETF2.39
FDRRFidelity Dividend ETF for Rising Rates2.24
XOEXXtrackers S&P 100 Ex Top 20 ETF2.22
SIXA6 Meridian Mega Cap Equity ETF2.18
LOHARoundhill HALO ETF—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows LOHA's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when LOHA consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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