Returns Overview

1 Month
-2.37%
3 Months
-0.91%
6 Months
-2.47%
YTD
-0.78%
1 Year
+6.97%
3 Years (annualized)
+11.72%
5 Years (annualized)
+2.51%
10 Years (annualized)
+9.10%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PFO 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

-2.37%

3 Months Performance

-0.91%

6 Months Performance

-2.47%

1 Year Performance

+6.97%

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
-0.78%
Peer Avg (YTD)
+2.03%
vs Peers
-2.81%

PFO ETF Performance

PFO performance across multiple time periods: 1-month -2.37%, YTD -0.78%, 1-year 6.97%, 3-year 11.72%, 5-year 2.51%, 10-year 9.10%.

PFO returns trail the peer average of 2.03% YTD. investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-2.37%Jun 29, 2026 to Jul 27, 2026
3 Months-0.91%Apr 27, 2026 to Jul 27, 2026
6 Months-2.47%Jan 27, 2026 to Jul 27, 2026
1 Year+6.97%N/A
3 Years+11.72%N/A
5 Years+2.51%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized