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HCM Retirement Defender 100 Index ETF
LGH performance and flow charts
Performance
Flows
Historic performance and flows
Data as of April 24, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +4.51% | -4.28% | -2.89% | +29.07% | +72.40% | +59.91% |
| Flows | -$4M | -$13M | -$13M | +$28M | +$104M | +$229M |
Characteristics
The HCM Retirement Defender 100 Index ETF is built to track the HCM Retirement Defender 100 NTR Index - USD. This ETF provides physical exposure - by owning its shares you earn the return of the securities composing the index (as the ETF holds them directly). This share class generates a stream of income by distributing dividends.
| Management strategy | Passive |
| Strategy | Long Only |
| Provider | Howard Capital Management |
| N° of holdings | 0 |
| Replication method | Direct (Physical) |
| Asset class | Equity, Fixed Income |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | October 7, 2019 |
| ESG | No |
More data and info about LGH on Trackinsight
Exposure
Data as of January 1, 1970Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +16.14% | +16.00% | +16.98% | +16.69% |
Max drawdown | -11.06% | -11.23% | -18.42% | -29.00% |
Max drawdown duration | 87d | 102d | 206d | 806d |
Time to recover | N/A | N/A | 73d | 525d |
Replication quality
Data as of March 31, 2026Create an account to view replication metrics
1 year cumulative return difference | |
|---|---|
| Best | Join for free |
| Worst | Join for free |
| daily return difference | |
|---|---|
| Average | Join for free |
| Worst | Join for free |
What type of ETF is LGH?
LGH is a Passive ETF that provides exposure to Equity and Fixed Income assets. It is managed by Howard Capital Management.
What index does LGH track?
LGH tracks the HCM Retirement Defender 100 NTR Index - USD, aiming to replicate its performance through optimized sampling.
What does LGH invest in?
This ETF provides exposure to Large Cap US Investment Grade Government Equities and Bonds. It is part of the segment: Multi-Asset: Moderate.
What is the expense ratio of LGH?
The total expense ratio (TER) of LGH is 1%, representing the annual fee charged by the fund manager.
When was LGH launched?
LGH was launched on October 7, 2019, marking its entry into the ETF market.
Who is the issuer of LGH?
LGH is issued by Howard Capital Management.
What is the AUM of LGH?
As of April 24, 2026, LGH manages $550.83 M, reflecting the total assets held in the fund.
How has LGH performed recently?
As of April 24, 2026, LGH delivered a return of 4.51% over the past month (1M performance), -4.28% over the past three months (3M), and -2.89% year-to-date (YTD).
What are the recent fund flows for LGH?
As of April 24, 2026, LGH has seen net flows of -$4M in the past month (1M flow) and -$13M year-to-date (YTD).
Does LGH pay dividends?
As of April 24, 2026, LGH has a trailing 12-month distribution yield of 0.39%.
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