Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZHDG (Zega Buy & Hedge ETF) | 3.00% | 16.52% | 13.78% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/08/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZHDG (Zega Buy & Hedge ETF) | 07/08/2021 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.22 | 16.52 | 13.78 | NA | NA | NA | NA | … | … | 3.00 | 14.34 | 18.02 | 13.14 | -22.05 | 7.31 |
| Sharpe Ratio | NA | 1.32 | 0.97 | NA | NA | NA | NA | … | … | 0.37 | 0.99 | 1.38 | 0.91 | -1.59 | 1.76 |
| Standard Deviation(%) | NA | 10.53 | 10.86 | NA | NA | NA | NA | … | … | 12.62 | 11.61 | 10.42 | 10.57 | 14.81 | 8.81 |
| Draw Down(%) | NA | 8.55 | 11.60 | NA | NA | NA | NA | … | … | 8.55 | 11.54 | 6.82 | 8.43 | 23.07 | 4.47 |
| Yield(%) | 0.00 | 2.83 | 2.71 | 2.24 | 1.12 | 0.75 | 0.56 | … | … | 0.00 | 2.88 | 2.98 | 1.70 | 2.69 | 1.41 |
Data as of 06/05/2026, Common starting date is 07/08/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZHDG (Zega Buy & Hedge ETF) |
1.34%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZHDG (Zega Buy & Hedge ETF) |
15.37%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart