SPHB ETF

SPHB ETF
$144.16
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Returns Overview

1 Month
+3.09%
3 Months
-3.11%
6 Months
+30.00%
YTD
+26.92%
1 Year
+37.95%
3 Years (annualized)
+25.31%
5 Years (annualized)
+15.25%
10 Years (annualized)
+17.80%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 High Beta Index(^SP500HBETA:SP)
This ETF (YTD)
+26.92%
Peer Avg (YTD)
+16.41%
vs Peers
+10.52%

SPHB ETF Performance

SPHB performance across multiple time periods: 1-month 3.09%, YTD 26.92%, 1-year 37.95%, 3-year 25.31%, 5-year 15.25%, 10-year 17.80%.

SPHB returns outperform the peer average of 16.41% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.09%N/A
3 Months-3.11%N/A
6 Months+30.00%N/A
1 Year+37.95%N/A
3 Years+25.31%N/A
5 Years+15.25%N/A

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