GSK plc ADRhedged (GSKH) Performance
GSKH total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +6.5% since Dec 31, 2025
- 1 year
- +13.0% total return
- Since first price
- +45.9% since 2025
GSKH trailing returns vs SPY, QQQ, AGG
| Period | GSKH total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.0% | +1.0% | −1.0% | −5.0% | +0.9% |
| 3 months | +0.5% | +0.5% | +3.2% | +1.9% | −0.4% |
| 6 months | −6.8% | −7.9% | +7.8% | +8.4% | −1.5% |
| YTD | +6.5% | +4.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +13.0% | +9.8% | +14.4% | +15.9% | −1.1% |
| Since inceptionJan 7, 2025 | +45.9% | +41.8% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: GSKH vs SPY
From Jan 7, 2025: GSKH grew to $14,594, SPY to $13,164.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
GSKH returns by calendar year
2026 is year to date.
GSKH annual returns table
| Year | GSKH | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +6.5% | −21.1% | +12.3% | +15.1% | −1.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
GSKH largest drawdowns
Now 14.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 18, 2026 | −21.1% | Oct 13, 2026 | not yet | 8 months | 8 months so far |
| Mar 10, 2025 | −17.1% | Apr 10, 2025 | Jun 12, 2025 | 31 days | 3 months |
| Jun 12, 2025 | −13.9% | Jul 21, 2025 | Sep 30, 2025 | 39 days | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
GSKH risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +19.8% |
| Volatility (annualized) | 21.1% |
| Sharpe ratio | 0.78 |
| Sortino ratio | 1.56 |
| Best month | +16.7% |
| Worst month | −8.2% |
| Best 12 months | +51.9% |
| Worst 12 months | +16.0% |
| Positive months | 60% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
GSKH rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 10 | +9.2% | +34.7% | +51.9% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
GSKH performance overview
GSK plc ADRhedged (GSKH) returned +13.0% over the past year, with distributions reinvested. Since its first recorded price on Jan 7, 2025 it has returned +45.9%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −21.1%, from Feb 18, 2026 to Oct 13, 2026; the fund has not yet regained that high. Volatility has been 21.1% a year.
Related: GSKH chart, GSKH dividends. See the GSKH overview for the latest quote and fund facts.
GSKH performance FAQ
What is the GSKH return over the past year?
GSKH returned +13.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 9.8%.
How much would $10,000 invested in GSKH be worth?
$10,000 invested in GSKH at its first recorded close on January 7, 2025 would be worth about $14,594 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of GSKH?
The largest peak-to-trough decline was −21.1% between February 18, 2026 and October 13, 2026. It has not yet recovered to that high; it is 14.4% below its peak.
How volatile is GSKH?
Over the past history GSKH had an annualized volatility of 21.1% and a Sharpe ratio of 0.78 (excess return over 1–3 month T-bills per unit of risk).