Shell PLC ADRhedged (SHEH) Performance
SHEH total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +49.5% since Dec 31, 2025
- 1 year
- +44.9% total return
- Since first price
- +58.7% since 2024
SHEH trailing returns vs SPY, QQQ, AGG
| Period | SHEH total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +11.9% | +11.9% | −1.0% | −5.0% | +0.9% |
| 3 months | +22.8% | +22.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +23.0% | +22.0% | +7.8% | +8.4% | −1.5% |
| YTD | +49.5% | +46.7% | +12.3% | +15.1% | −1.0% |
| 1 year | +44.9% | +42.1% | +14.4% | +15.9% | −1.1% |
| Since inceptionOct 7, 2024 | +58.7% | +52.9% | — | — | — |
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: SHEH vs SPY
From Oct 7, 2024: SHEH grew to $15,874, SPY to $13,693.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SHEH returns by calendar year
1 of 1 full years positive. Best 2025 (+12.2%), worst 2025 (+12.2%). 2026 is year to date.
SHEH annual returns table
| Year | SHEH | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +49.5% | −17.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +12.2% | −18.8% | +17.7% | +20.8% | +7.2% |
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.
SHEH largest drawdowns
At an all-time high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 31, 2025 | −18.8% | Apr 10, 2025 | Oct 7, 2025 | 10 days | 6 months |
| Apr 6, 2026 | −17.5% | Jul 1, 2026 | Sep 8, 2026 | 3 months | 5 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
SHEH risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +21.9% |
| Volatility (annualized) | 23.3% |
| Sharpe ratio | 0.80 |
| Sortino ratio | 1.41 |
| Best month | +16.2% |
| Worst month | −14.2% |
| Best 12 months | +41.0% |
| Worst 12 months | +10.0% |
| Positive months | 57% |
| 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.
SHEH rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 13 | +10.0% | +26.1% | +44.4% | 100% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
SHEH performance overview
Shell PLC ADRhedged (SHEH) returned +44.9% over the past year, with distributions reinvested. Since its first recorded price on Oct 7, 2024 it has returned +58.7%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −18.8%, from Mar 31, 2025 to Apr 10, 2025, and it took 6 months to get back to the old high. Volatility has been 23.3% a year.
Related: SHEH chart, SHEH dividends. See the SHEH overview for the latest quote and fund facts.
SHEH performance FAQ
What is the SHEH return over the past year?
SHEH returned +44.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 42.1%.
How much would $10,000 invested in SHEH be worth?
$10,000 invested in SHEH at its first recorded close on October 7, 2024 would be worth about $15,874 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of SHEH?
The largest peak-to-trough decline was −18.8% between March 31, 2025 and April 10, 2025. It recovered to the old high on October 7, 2025, 6 months after the bottom.
How volatile is SHEH?
Over the past history SHEH had an annualized volatility of 23.3% and a Sharpe ratio of 0.80 (excess return over 1–3 month T-bills per unit of risk).