JPMorgan Nasdaq Hedged Equity Laddered… (HEQQ) Performance
HEQQ total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +4.2% since Dec 31, 2025
- 1 year
- +5.6% total return
- Since first price
- +22.2% since 2025
HEQQ trailing returns vs SPY, QQQ, AGG
| Period | HEQQ total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −2.8% | −2.8% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.1% | +1.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +2.0% | +1.9% | +7.8% | +8.4% | −1.5% |
| YTD | +4.2% | +4.1% | +12.3% | +15.1% | −1.0% |
| 1 year | +5.6% | +5.5% | +14.4% | +15.9% | −1.1% |
| Since inceptionMar 27, 2025 | +22.2% | +21.8% | — | — | — |
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: HEQQ vs SPY
From Mar 27, 2025: HEQQ grew to $12,216, SPY to $13,624.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
HEQQ returns by calendar year
2026 is year to date.
HEQQ annual returns table
| Year | HEQQ | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +4.2% | −7.6% | +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.
HEQQ risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +17.3% |
| Volatility (annualized) | 8.4% |
| Sharpe ratio | 1.50 |
| Sortino ratio | 3.35 |
| Best month | +7.0% |
| Worst month | −2.6% |
| Best 12 months | +21.8% |
| Worst 12 months | +9.4% |
| Positive months | 72% |
| 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.
HEQQ rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 8 | +4.3% | +12.8% | +21.8% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
HEQQ performance overview
JPMorgan Nasdaq Hedged Equity Laddered… (HEQQ) returned +5.6% over the past year, with distributions reinvested. Since its first recorded price on Mar 27, 2025 it has returned +22.2%. Over the same year S&P 500 (SPY) returned +14.4%.
Related: HEQQ chart, HEQQ holdings, HEQQ dividends, HEQQ valuation. See the HEQQ overview for the latest quote and fund facts.
HEQQ performance FAQ
What is the HEQQ return over the past year?
HEQQ returned +5.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 5.5%.
How much would $10,000 invested in HEQQ be worth?
$10,000 invested in HEQQ at its first recorded close on March 27, 2025 would be worth about $12,216 on October 23, 2026 with distributions reinvested.
How volatile is HEQQ?
Over the past history HEQQ had an annualized volatility of 8.4% and a Sharpe ratio of 1.50 (excess return over 1–3 month T-bills per unit of risk).