JPMorgan International Hedged Equity Laddered… (HOLA) Performance
HOLA total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +4.7% since Dec 31, 2025
- 1 year
- +7.9% total return
- Since first price
- +12.6% since 2025
HOLA trailing returns vs SPY, QQQ, AGG
| Period | HOLA total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.7% | −1.7% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.1% | −0.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +2.5% | +2.5% | +7.8% | +8.4% | −1.5% |
| YTD | +4.7% | +4.7% | +12.3% | +15.1% | −1.0% |
| 1 year | +7.9% | +4.8% | +14.4% | +15.9% | −1.1% |
| Since inceptionJul 14, 2025 | +12.6% | +9.3% | — | — | — |
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: HOLA vs SPY
From Jul 14, 2025: HOLA grew to $11,257, SPY to $12,329.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
HOLA returns by calendar year
2026 is year to date.
HOLA annual returns table
| Year | HOLA | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +4.7% | −7.0% | +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.
HOLA risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +13.2% |
| Volatility (annualized) | 7.5% |
| Sharpe ratio | 1.22 |
| Sortino ratio | 1.76 |
| Best month | +3.8% |
| Worst month | −4.4% |
| Best 12 months | +17.2% |
| Worst 12 months | +10.4% |
| Positive months | 86% |
| 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.
HOLA rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 4 | +7.5% | +13.0% | +17.2% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
HOLA performance overview
JPMorgan International Hedged Equity Laddered… (HOLA) returned +7.9% over the past year, with distributions reinvested. Since its first recorded price on Jul 14, 2025 it has returned +12.6%. Over the same year S&P 500 (SPY) returned +14.4%.
Related: HOLA chart, HOLA holdings, HOLA dividends. See the HOLA overview for the latest quote and fund facts.
HOLA performance FAQ
What is the HOLA return over the past year?
HOLA returned +7.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 4.8%.
How much would $10,000 invested in HOLA be worth?
$10,000 invested in HOLA at its first recorded close on July 14, 2025 would be worth about $11,257 on October 23, 2026 with distributions reinvested.
How volatile is HOLA?
Over the past history HOLA had an annualized volatility of 7.5% and a Sharpe ratio of 1.22 (excess return over 1–3 month T-bills per unit of risk).