PHDG ETF

$42.04

Returns Overview

1 Month
-3.25%
3 Months
+8.80%
6 Months
+10.27%
YTD
+10.11%
1 Year
+18.03%
3 Years (annualized)
+9.32%
5 Years (annualized)
+4.65%
10 Years (annualized)
+7.38%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PHDG 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
US 3 Month Treasury Bill Index
This ETF (YTD)
+10.11%
Peer Avg (YTD)
+9.57%
vs Peers
+0.54%

PHDG ETF Performance

PHDG performance across multiple time periods: 1-month -3.25%, YTD 10.11%, 1-year 18.03%, 3-year 9.32%, 5-year 4.65%, 10-year 7.38%.

PHDG returns outperform the peer average of 9.57% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-3.25%N/A
3 Months+8.80%N/A
6 Months+10.27%N/A
1 Year+18.03%N/A
3 Years+9.32%N/A
5 Years+4.65%N/A

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