SPHB ETF

$147.90

Returns Overview

1 Month
+3.72%
3 Months
+34.14%
6 Months
+33.38%
YTD
+30.96%
1 Year
+60.49%
3 Years (annualized)
+27.64%
5 Years (annualized)
+16.38%
10 Years (annualized)
+19.63%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SPHB 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
S&P 500 High Beta Index(^SP500HBETA:SP)
This ETF (YTD)
+30.96%
Peer Avg (YTD)
+16.06%
vs Peers
+14.90%

SPHB ETF Performance

SPHB performance across multiple time periods: 1-month 3.72%, YTD 30.96%, 1-year 60.49%, 3-year 27.64%, 5-year 16.38%, 10-year 19.63%.

SPHB returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.72%N/A
3 Months+34.14%N/A
6 Months+33.38%N/A
1 Year+60.49%N/A
3 Years+27.64%N/A
5 Years+16.38%N/A

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