PFI ETF

$55.80
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Returns Overview

1 Month
-5.29%
3 Months
-3.17%
6 Months
-3.28%
YTD
-5.69%
1 Year
-4.99%
3 Years
+10.51%
5 Years
+4.85%
10 Years
+8.78%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PFI 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

-5.29%

3 Months Performance

-3.17%

6 Months Performance

-3.28%

1 Year Performance

-4.99%

Benchmark & Peers

Benchmark
Dorsey Wright Financials Technical Leaders Index(^DWFN)
This ETF (YTD)
-5.69%
Peer Avg (YTD)
+2.40%
vs Peers
-8.09%

PFI ETF Performance

PFI performance across multiple time periods: 1-month -5.29%, YTD -5.69%, 1-year -4.99%, 3-year 10.51%, 5-year 4.85%, 10-year 8.78%.

PFI returns trail the peer average of 2.40% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-5.29%N/A
3 Months-3.17%N/A
6 Months-3.28%N/A
1 Year-4.99%N/A
3 Years+10.51%N/A
5 Years+4.85%N/A

All returns shown are total returns, not annualized