PEY ETF

PEY ETF
$23.20
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Returns Overview

1 Month
-7.85%
3 Months
-0.53%
6 Months
+7.70%
YTD
+13.52%
1 Year
+12.10%
3 Years (annualized)
+11.24%
5 Years (annualized)
+8.73%
10 Years (annualized)
+9.17%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PEY 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
NASDAQ US Dividend Achievers 50 Index(^DAY)
This ETF (YTD)
+13.52%
Peer Avg (YTD)
+10.34%
vs Peers
+3.19%

PEY ETF Performance

PEY performance across multiple time periods: 1-month -7.85%, YTD 13.52%, 1-year 12.10%, 3-year 11.24%, 5-year 8.73%, 10-year 9.17%.

PEY returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this ETF.

PEY vs another fund shows side-by-side returns. PEY alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-7.85%N/A
3 Months-0.53%N/A
6 Months+7.70%N/A
1 Year+12.10%N/A
3 Years+11.24%N/A
5 Years+8.73%N/A

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