Stratified LargeCap Hedged ETF (SHUS) Performance
SHUS total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +13.0% since Dec 31, 2025
- 1 year
- +13.7% total return
- 5 years
- +6.3% a year
- Since first price
- +6.4% a year since 2021
SHUS trailing returns vs SPY, QQQ, AGG
| Period | SHUS total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +2.9% | +2.9% | −1.0% | −5.0% | +0.9% |
| 3 months | +3.5% | +3.5% | +3.2% | +1.9% | −0.4% |
| 6 months | +7.1% | +7.1% | +7.8% | +8.4% | −1.5% |
| YTD | +13.0% | +13.0% | +12.3% | +15.1% | −1.0% |
| 1 year | +13.7% | +12.1% | +14.4% | +15.9% | −1.1% |
| 3 years | +45.0%+13.2%/yr | +41.0% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +35.6%+6.3%/yr | +26.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionJun 16, 2021 | +39.2%+6.4%/yr | +29.5% | — | — | — |
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: SHUS vs SPY
From Jun 16, 2021: SHUS grew to $13,916, SPY to $19,374.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SHUS returns by calendar year
3 of 4 full years positive. Best 2025 (+10.9%), worst 2022 (−3.3%). 2026 is year to date.
SHUS annual returns table
| Year | SHUS | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +13.0% | −7.0% | +12.3% | +15.1% | −1.0% |
| 2025 | +10.9% | −12.5% | +17.7% | +20.8% | +7.2% |
| 2024 | +4.1% | −6.9% | +24.9% | +25.6% | +1.3% |
| 2023 | +5.8% | −11.6% | +26.2% | +54.9% | +5.7% |
| 2022 | −3.3% | −11.7% | −18.2% | −32.6% | −13.0% |
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.
SHUS largest drawdowns
Now 1.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 29, 2024 | −14.1% | Apr 8, 2025 | Jul 23, 2025 | 4 months | 8 months |
| Jan 4, 2022 | −11.7% | Sep 29, 2022 | Feb 1, 2023 | 9 months | 1.1 years |
| Feb 8, 2023 | −11.6% | Oct 27, 2023 | Mar 1, 2024 | 9 months | 1.1 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
SHUS risk statistics
| Statistic | 3 years | 5 years | Since 2021 |
|---|---|---|---|
| Annualized return | +10.5% | +6.1% | +5.6% |
| Volatility (annualized) | 11.3% | 11.6% | 11.4% |
| Sharpe ratio | 0.56 | 0.26 | 0.24 |
| Sortino ratio | 0.84 | 0.39 | 0.36 |
| Best month | +6.4% | +7.3% | +7.3% |
| Worst month | −6.9% | −6.9% | −6.9% |
| Best 12 months | +19.0% | +19.0% | +19.0% |
| Worst 12 months | +0.8% | −6.4% | −6.4% |
| Positive months | 67% | 57% | 57% |
| Beta vs S&P 500 | 0.65 | 0.59 | — |
| Correlation with S&P 500 | 0.72 | 0.79 | — |
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.
SHUS rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 53 | −6.4% | +5.9% | +19.0% | 81% |
| 3-year (a year) | 29 | +2.1% | +6.5% | +13.4% | 100% |
| 5-year (a year) | 5 | +6.1% | +6.3% | +6.4% | 100% |
Every holding period starting at a month-end since 2021. Returns for 3 years and longer are annualized.
SHUS performance overview
Stratified LargeCap Hedged ETF (SHUS) returned +13.7% over the past year and +6.3% a year over five years, with distributions reinvested. Since its first recorded price in 2021 it has returned +6.4% a year, turning $10,000 into about $13,916. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −14.1%, from Nov 29, 2024 to Apr 8, 2025, and it took 3 months to get back to the old high. SHUS finished 3 of its 4 full calendar years with a gain; the best year was 2025 (+10.9%) and the worst 2022 (−3.3%). Volatility has been 11.4% a year.
Related: SHUS chart, SHUS dividends. See the SHUS overview for the latest quote and fund facts.
SHUS performance FAQ
What is the SHUS return over the past year?
SHUS returned +13.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 12.1%.
What is the average annual return of SHUS?
SHUS has returned +6.3% a year over 5 years, +6.4% a year since June 16, 2021 (total return, distributions reinvested).
How much would $10,000 invested in SHUS be worth?
$10,000 invested in SHUS at its first recorded close on June 16, 2021 would be worth about $13,916 on October 23, 2026 with distributions reinvested.
What was the worst year for SHUS?
The worst calendar year was 2022, with a total return of −3.3%. The best was 2025 at +10.9%.
What is the biggest drawdown of SHUS?
The largest peak-to-trough decline was −14.1% between November 29, 2024 and April 8, 2025. It recovered to the old high on July 23, 2025, 3 months after the bottom.
How volatile is SHUS?
Over the past 3 years SHUS had an annualized volatility of 11.3% and a Sharpe ratio of 0.56 (excess return over 1–3 month T-bills per unit of risk).