- Issuer
- ADRhedged
- Inception Date
- Oct 1, 2024
- Region
- Europe (United Kingdom)
- Category
- Energy Equities, Global Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- Shell plc - Benchmark Price Return
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Assets Under Management
- $3M
Highlights
- Avg. Volume (1M)
- 8K
- Avg. Volume Value (1M)
- $486.89K
Share Price Chart
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Performance
SHEH Performance Chart
Shell plc ADRhedged ETF (SHEH) is up 22.3% since the beginning of the year. SHEH is currently trading at $64 per share.
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Returns By Period
Shell plc ADRhedged ETF (SHEH) has returned 22.29% so far this year and 23.86% over the past 12 months.
Shell plc ADRhedged ETF
- 1D
- 1.98%
- 1M
- 13.74%
- 6M
- 21.43%
- YTD
- 22.29%
- 1Y
- 23.86%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 28.80%
Benchmark (S&P 500 Index)
- 1D
- -1.52%
- 1M
- -1.67%
- 6M
- 4.85%
- YTD
- 6.88%
- 1Y
- 14.84%
- 3Y*
- 16.88%
- 5Y*
- 10.73%
- 10Y*
- 12.90%
- ALL TIME*
- 8.04%
SHEH Monthly Returns History
Based on dividend-adjusted daily data since Apr 23, 2025, SHEH's average daily return is +0.11%, while the average monthly return is +2.20%. At this rate, an investment would double in approximately 2.7 years.
Historically, 56% of months were positive and 44% were negative. The best month was Jul 2026 with a return of +12.8%, while the worst month was Jun 2026 at -6.0%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 3 months.
On a daily basis, SHEH closed higher 54% of trading days. The best single day was Jul 7, 2026 with a return of +4.8%, while the worst single day was Feb 5, 2026 at -4.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.11% | 10.65% | 12.70% | -4.97% | -5.62% | -6.02% | 12.84% | 22.29% | |||||
| 2025 | -2.39% | 2.54% | 4.05% | 6.50% | 1.04% | -2.66% | 6.87% | -1.27% | -2.15% | 12.63% |
Benchmark Metrics
Shell plc ADRhedged ETF has an annualized alpha of 34.48%, beta of -0.08, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since April 23, 2025.
- This ETF captured 12.08% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -412.31%) - a profile typical of hedging or uncorrelated assets.
- Beta of -0.08 may look defensive, but with R2 of 0.00 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.00 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 34.48%
- Beta
- -0.08
- R²
- 0.00
- Upside Capture
- 12.08%
- Downside Capture
- -412.31%
Expense Ratio
SHEH has an expense ratio of 0.19%, which is considered low.
Return for Risk
Risk / Return Rank
SHEH ranks 45 for risk / return — above 45% of ETFs peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Shell plc ADRhedged ETF (SHEH) 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.
| SHEH | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.21 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.64 | -0.27 |
| Martin ratioReturn relative to average drawdown | 3.73 | 6.95 | -3.22 |
Dividends
Dividend History
Shell plc ADRhedged ETF provided a 1.90% dividend yield over the last twelve months, with an annual payout of $1.22 per share.
| Period | TTM |
|---|---|
| Dividend | $1.22 |
Dividend yield | 1.90% |
Monthly Dividends
The table displays the monthly dividend distributions for Shell plc ADRhedged 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 | $0.72 | $0.00 | $0.00 | $0.50 | $0.00 | $1.22 |
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 Shell plc ADRhedged 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 Shell plc ADRhedged ETF was 17.53%, occurring on Jul 1, 2026. The portfolio has not yet recovered.
The current Shell plc ADRhedged ETF drawdown is 5.72%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-17.53%Jul 2026 | 2mo 25d | — | 3mo 24dApr 2026 - now | — |
-9.29%Jan 2026 | 1mo 27d | 1mo 4d | 3mo 1dNov 2025 - Feb 2026 | — |
-5.65%Jun 2025 | 7d | 1mo 3d | 1mo 10dJun 2025 - Jul 2025 | 2025 selloff2025 |
-4.84%Sep 2025 | 14d | 20d | 1mo 4dSep 2025 - Oct 2025 | — |
-4.53%Oct 2025 | 8d | 7d | 15dOct 2025 - Oct 2025 | — |
Drawdown Indicators
| SHEH | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.53% | -56.78% | +39.25% |
Max Drawdown (1Y)Largest decline over 1 year | -17.53% | -9.10% | -8.43% |
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 | -5.72% | -3.86% | -1.86% |
Average DrawdownAverage peak-to-trough decline | -4.14% | -10.70% | +6.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.41% | 2.14% | +4.27% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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