Returns Overview

1 Month
-10.99%
3 Months
+7.53%
6 Months
-33.29%
YTD
-22.32%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HERZ have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

-10.99%

3 Months Performance

+7.53%

6 Months Performance

-33.29%

1 Year Performance

-

Benchmark & Peers

Benchmark
NA(NA)

HERZ ETF Performance

HERZ performance across multiple time periods: 1-month -10.99%, YTD -22.32%.

HERZ returns can be compared against peers and benchmarks. With an expense ratio of 3.45%, investors should weigh costs against performance when evaluating this ETF.

HERZ performance comparison shows side-by-side returns with another fund. HERZ alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-10.99%May 26, 2026 to Jun 23, 2026
3 Months+7.53%Mar 23, 2026 to Jun 23, 2026
6 Months-33.29%Dec 23, 2025 to Jun 23, 2026

All returns shown are total returns, not annualized