PHO ETF

$69.27

Returns Overview

1 Month
+0.87%
3 Months
+1.08%
6 Months
+0.52%
YTD
+3.10%
1 Year
+9.26%
3 Years
+11.93%
5 Years
+9.22%
10 Years
+14.07%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PHO 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

+0.87%

3 Months Performance

+1.08%

6 Months Performance

+0.52%

1 Year Performance

+9.26%

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+3.10%
Peer Avg (YTD)
+9.58%
vs Peers
-6.48%

PHO ETF Performance

PHO performance across multiple time periods: 1-month 0.87%, YTD 3.10%, 1-year 9.26%, 3-year 11.93%, 5-year 9.22%, 10-year 14.07%.

PHO returns trail the peer average of 9.58% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.87%N/A
3 Months+1.08%N/A
6 Months+0.52%N/A
1 Year+9.26%N/A
3 Years+11.93%N/A
5 Years+9.22%N/A

All returns shown are total returns, not annualized