PEY ETF

$21.48

Returns Overview

1 Month
+6.17%
3 Months
+5.21%
6 Months
+6.98%
YTD
+5.30%
1 Year
+3.57%
3 Years
+5.03%
5 Years
+9.05%
10 Years
+9.60%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PEY 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

+6.17%

3 Months Performance

+5.21%

6 Months Performance

+6.98%

1 Year Performance

+3.57%

Benchmark & Peers

Benchmark
NASDAQ US Dividend Achievers 50 Index(^DAY)
This ETF (YTD)
+5.30%
Peer Avg (YTD)
+3.66%
vs Peers
+1.64%

PEY ETF Performance

PEY performance across multiple time periods: 1-month 6.17%, YTD 5.30%, 1-year 3.57%, 3-year 5.03%, 5-year 9.05%, 10-year 9.60%.

PEY returns outperform the peer average of 3.66% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+6.17%N/A
3 Months+5.21%N/A
6 Months+6.98%N/A
1 Year+3.57%N/A
3 Years+5.03%N/A
5 Years+9.05%N/A

All returns shown are total returns, not annualized