PHRIX ETF

$18.69

Returns Overview

1 Month
+2.26%
3 Months
+5.26%
6 Months
+7.98%
YTD
+2.15%
1 Year
+5.79%
3 Years
+2.50%
5 Years
+5.36%
10 Years
+6.04%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PHRIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Ftse Nareit Equity Reits Index(FNRE)
This ETF (YTD)
+2.15%
Peer Avg (YTD)
+2.68%
vs Peers
-0.54%

PHRIX ETF Performance

PHRIX performance across multiple time periods: 1-month 2.26%, YTD 2.15%, 1-year 5.79%, 3-year 2.50%, 5-year 5.36%, 10-year 6.04%.

PHRIX returns trail the peer average of 2.68% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.26%N/A
3 Months+5.26%N/A
6 Months+7.98%N/A
1 Year+5.79%N/A
3 Years+2.50%N/A
5 Years+5.36%N/A

All returns shown are total returns, not annualized