HCM Defender 500 ETF (LGH) Performance
LGH total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +5.2% since Dec 31, 2025
- 1 year
- +7.3% total return
- 5 years
- +9.1% a year
- Since first price
- +14.9% a year since 2019
LGH trailing returns vs SPY, QQQ, AGG
| Period | LGH total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.6% | −1.6% | −1.0% | −5.0% | +0.9% |
| 3 months | +3.9% | +3.9% | +3.2% | +1.9% | −0.4% |
| 6 months | +9.6% | +9.6% | +7.8% | +8.4% | −1.5% |
| YTD | +5.2% | +5.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +7.3% | +6.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +82.7%+22.2%/yr | +80.1% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +54.4%+9.1%/yr | +51.1% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionOct 10, 2019 | +165.7%+14.9%/yr | +159.0% | — | — | — |
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: LGH vs SPY
From Oct 10, 2019: LGH grew to $26,568, SPY to $28,643.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
LGH returns by calendar year
5 of 6 full years positive. Best 2021 (+39.9%), worst 2022 (−27.4%). 2026 is year to date.
LGH annual returns table
| Year | LGH | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +5.2% | −11.3% | +12.3% | +15.1% | −1.0% |
| 2025 | +19.5% | −17.7% | +17.7% | +20.8% | +7.2% |
| 2024 | +27.0% | −12.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +24.2% | −13.2% | +26.2% | +54.9% | +5.7% |
| 2022 | −27.4% | −29.1% | −18.2% | −32.6% | −13.0% |
| 2021 | +39.9% | −8.7% | +28.7% | +27.4% | −1.8% |
| 2020 | +18.5% | −29.6% | +18.3% | +48.6% | +7.5% |
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.
LGH largest drawdowns
Now 3.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 19, 2020 | −29.6% | Mar 16, 2020 | Aug 26, 2020 | 26 days | 6 months |
| Dec 29, 2021 | −29.4% | Oct 12, 2022 | Mar 21, 2024 | 9 months | 2.2 years |
| Dec 6, 2024 | −18.4% | Apr 21, 2025 | Jul 3, 2025 | 4 months | 7 months |
| Sep 2, 2020 | −13.5% | Sep 23, 2020 | Nov 16, 2020 | 21 days | 2 months |
| Jul 16, 2024 | −12.5% | Aug 5, 2024 | Nov 6, 2024 | 20 days | 4 months |
| Jan 12, 2026 | −11.3% | Mar 30, 2026 | May 13, 2026 | 3 months | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
LGH risk statistics
| Statistic | 3 years | 5 years | Since 2019 |
|---|---|---|---|
| Annualized return | +21.3% | +10.9% | +14.7% |
| Volatility (annualized) | 15.2% | 16.7% | 18.4% |
| Sharpe ratio | 1.07 | 0.49 | 0.70 |
| Sortino ratio | 1.95 | 0.76 | 1.12 |
| Best month | +9.0% | +10.1% | +16.5% |
| Worst month | −7.5% | −11.2% | −11.2% |
| Best 12 months | +40.4% | +40.4% | +65.6% |
| Worst 12 months | +4.2% | −27.4% | −27.4% |
| Positive months | 61% | 57% | 61% |
| Beta vs S&P 500 | 1.16 | 0.95 | — |
| Correlation with S&P 500 | 0.95 | 0.89 | — |
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.
LGH rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 73 | −27.4% | +18.3% | +65.6% | 81% |
| 3-year (a year) | 49 | +4.6% | +10.3% | +23.5% | 100% |
| 5-year (a year) | 25 | +8.6% | +14.2% | +18.7% | 100% |
Every holding period starting at a month-end since 2019. Returns for 3 years and longer are annualized.
LGH performance overview
HCM Defender 500 ETF (LGH) returned +7.3% over the past year and +9.1% a year over five years, with distributions reinvested. Since its first recorded price in 2019 it has returned +14.9% a year, turning $10,000 into about $26,568. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −29.6%, from Feb 19, 2020 to Mar 16, 2020, and it took 5 months to get back to the old high. LGH finished 5 of its 6 full calendar years with a gain; the best year was 2021 (+39.9%) and the worst 2022 (−27.4%). Volatility has been 18.4% a year.
Related: LGH chart, LGH holdings, LGH dividends, LGH valuation. See the LGH overview for the latest quote and fund facts.
LGH performance FAQ
What is the LGH return over the past year?
LGH returned +7.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 6.8%.
What is the average annual return of LGH?
LGH has returned +9.1% a year over 5 years, +14.9% a year since October 10, 2019 (total return, distributions reinvested).
How much would $10,000 invested in LGH be worth?
$10,000 invested in LGH at its first recorded close on October 10, 2019 would be worth about $26,568 on October 23, 2026 with distributions reinvested.
What was the worst year for LGH?
The worst calendar year was 2022, with a total return of −27.4%. The best was 2021 at +39.9%.
What is the biggest drawdown of LGH?
The largest peak-to-trough decline was −29.6% between February 19, 2020 and March 16, 2020. It recovered to the old high on August 26, 2020, 5 months after the bottom.
How volatile is LGH?
Over the past 3 years LGH had an annualized volatility of 15.2% and a Sharpe ratio of 1.07 (excess return over 1–3 month T-bills per unit of risk).