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| Side by side | SHDG |
|---|---|
| Strategy | Defined Outcome · Hedged equity |
| Expense ratio | 1.01% |
| Cost per year on $10k | $101 |
| Trailing 12-mo yield | 0.47% |
| Income per year on $10k | $47 |
| YTD | +4.3% |
| 1 year | +4.9% |
| 3 years · per year | +14.5% |
| 5 years · per year | — |
| Worst drop · 1Y | −6.6% |
| Volatility · 1Y | 8.3% |
| Holdings | 0 |
| Assets | $158M |
| Leverage | None |
| Since | 2022 |
Highlighted = best in the row. Returns include dividends.