HPF ETF

$15.92

Returns Overview

1 Month
-0.26%
3 Months
-0.62%
6 Months
+2.11%
YTD
+0.87%
1 Year
+9.81%
3 Years (annualized)
+12.20%
5 Years (annualized)
+3.64%
10 Years (annualized)
+9.37%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HPF 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch US All Capital Securities Index(^IBMLACS)
This ETF (YTD)
+0.87%
Peer Avg (YTD)
+2.08%
vs Peers
-1.22%

HPF ETF Performance

HPF performance across multiple time periods: 1-month -0.26%, YTD 0.87%, 1-year 9.81%, 3-year 12.20%, 5-year 3.64%, 10-year 9.37%.

HPF returns trail the peer average of 2.08% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.26%N/A
3 Months-0.62%N/A
6 Months+2.11%N/A
1 Year+9.81%N/A
3 Years+12.20%N/A
5 Years+3.64%N/A

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