PFI ETF

PFI ETF
$56.30
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Returns Overview

1 Month
-4.80%
3 Months
-4.80%
6 Months
+8.70%
YTD
-0.61%
1 Year
+0.62%
3 Years (annualized)
+14.91%
5 Years (annualized)
+4.58%
10 Years (annualized)
+8.89%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PFI 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dorsey Wright Financials Technical Leaders Index(^DWFN)
This ETF (YTD)
-0.61%
Peer Avg (YTD)
+7.92%
vs Peers
-8.53%

PFI ETF Performance

PFI performance across multiple time periods: 1-month -4.80%, YTD -0.61%, 1-year 0.62%, 3-year 14.91%, 5-year 4.58%, 10-year 8.89%.

PFI returns trail the peer average of 7.92% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-4.80%N/A
3 Months-4.80%N/A
6 Months+8.70%N/A
1 Year+0.62%N/A
3 Years+14.91%N/A
5 Years+4.58%N/A

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