PHO ETF

PHO ETF
$69.19
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Returns Overview

1 Month
-4.95%
3 Months
-1.94%
6 Months
+1.52%
YTD
-4.09%
1 Year
-5.50%
3 Years (annualized)
+8.27%
5 Years (annualized)
+4.49%
10 Years (annualized)
+11.88%

Risk Metrics (1-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
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
S&P 500 Index(SPX)
This ETF (YTD)
-4.09%
Peer Avg (YTD)
+4.44%
vs Peers
-8.52%

PHO ETF Performance

PHO performance across multiple time periods: 1-month -4.95%, YTD -4.09%, 1-year -5.50%, 3-year 8.27%, 5-year 4.49%, 10-year 11.88%.

PHO returns trail the peer average of 4.44% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-4.95%N/A
3 Months-1.94%N/A
6 Months+1.52%N/A
1 Year-5.50%N/A
3 Years+8.27%N/A
5 Years+4.49%N/A

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