(HLAL) Wahed FTSE USA Shariah - Ratings and Ratios
Large-Cap, Mid-Cap, U.S. Stocks
| Risk via 10d forecast | |
|---|---|
| Volatility | 16.5% |
| Value at Risk 5%th | 28.2% |
| Relative Tail Risk | 3.91% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.52 |
| Alpha | 1.60 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.446 |
| Beta | 0.994 |
| Beta Downside | 0.996 |
| Drawdowns 3y | |
|---|---|
| Max DD | 21.67% |
| Mean DD | 2.77% |
| Median DD | 1.54% |
Description: HLAL Wahed FTSE USA Shariah October 23, 2025
The Wahed FTSE USA Shariah ETF (NASDAQ: HLAL) tracks an index of large- and mid-cap U.S. equities that satisfy Shariah-compliant screening criteria as defined by subject-matter experts. The fund aims to allocate at least 80 % of its assets to the index constituents and is classified as a non-diversified, large-blend ETF.
As of the latest filing (Q2 2025), HLAL reports an expense ratio of roughly 0.45 % and manages about $250 million in assets, reflecting modest but growing investor interest in Islamic-compliant U.S. equities. The portfolio’s top sector exposures are technology (≈ 30 % of weight), healthcare (≈ 15 %) and consumer discretionary (≈ 12 %), sectors that tend to be sensitive to U.S. GDP growth and monetary-policy shifts. Recent macro-data show that a tightening Federal Reserve cycle and elevated inflation expectations have pressured large-cap valuations, which could affect HLAL’s performance relative to broader market benchmarks.
For a deeper, data-driven look at HLAL’s risk-adjusted returns and how it fits within a Sharia-compliant strategy, the ValueRay platform provides a granular analysis worth exploring.
HLAL ETF Overview
| Market Cap in USD | 712m |
| Category | Large Blend |
| TER | 0.50% |
| IPO / Inception | 2019-07-15 |
| Return 12m vs S&P 500 | 1.46% |
| Analyst Rating | - |
HLAL Dividends
| Metric | Value |
|---|---|
| Dividend Yield | 0.57% |
| Yield on Cost 5y | 1.10% |
| Yield CAGR 5y | -1.73% |
| Payout Consistency | 95.0% |
| Payout Ratio | - |
HLAL Growth Ratios
| Metric | Value |
|---|---|
| CAGR 3y | 17.60% |
| CAGR/Max DD Calmar Ratio | 0.81 |
| CAGR/Mean DD Pain Ratio | 6.36 |
| Current Volume | 53.7k |
| Average Volume | 65k |
What is the price of HLAL shares?
Over the past week, the price has changed by -2.69%, over one month by -2.70%, over three months by +6.08% and over the past year by +13.48%.
Is HLAL a buy, sell or hold?
What are the forecasts/targets for the HLAL price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 67.7 | 14.8% |
HLAL Fundamental Data Overview November 11, 2025
Beta = 0.99
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 712.0m USD (712.0m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 712.0m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 712.0m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 9.68% (E(712.0m)/V(712.0m) * Re(9.68%) + (debt-free company))
Discount Rate = 9.68% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for HLAL ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle