(HEGD) Swan Hedged Equity US Large - Overview
ETF Category: Equity Hedged | Exchange: BATS (USA) | Market Cap: 596m USD | Total Return: 14.7% in 12m
Etf
Large Companies, Equity, Options
Total Rating 54
Safety 62
Buy Signal -0.09
Risk 5d forecast
Volatility8.94%
Rel. Tail Risk3.44%
Reward TTM
Sharpe Ratio1.06
Alpha0.95
Character TTM
Beta0.576
Beta Downside0.463
Drawdowns 3y
Max DD8.14%
CAGR/Max DD1.54
Description: HEGD Swan Hedged Equity US Large
HEGD is an actively-managed US equity ETF targeting large-cap companies. The fund invests at least 80% of its net assets in these equities, either directly or through other investment vehicles, including ETFs. Large-cap companies typically have market capitalizations exceeding $10 billion.
HEGD employs an options strategy, buying and selling put and call options. Options contracts are financial derivatives that derive their value from an underlying asset, in this case, equity securities.
To further understand HEGDs options strategy and performance, consider exploring its detailed holdings and historical data on ValueRay.
- Large-cap US equity performance dictates fund returns
- Option premiums impact fund profitability
- Active management fees reduce net asset value
- Market volatility affects option strategy effectiveness
What is the price of HEGD shares?
As of April 05, 2026, the stock is trading at USD 24.70 with a total of 542,501 shares traded.
Over the past week, the price has changed by +1.33%, over one month by -1.88%, over three months by -2.22% and over the past year by +14.67%.
Over the past week, the price has changed by +1.33%, over one month by -1.88%, over three months by -2.22% and over the past year by +14.67%.
Is HEGD a buy, sell or hold?
Swan Hedged Equity US Large has no consensus analysts rating.
What are the forecasts/targets for the HEGD price?
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
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