PEZ ETF

PEZ ETF
$96.16
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Returns Overview

1 Month
-5.58%
3 Months
-3.07%
6 Months
-8.26%
YTD
-7.72%
1 Year
-4.14%
3 Years (annualized)
+11.30%
5 Years (annualized)
+1.44%
10 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PEZ 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
Dorsey Wright Consumer Cyclicals Technical Leaders Index
This ETF (YTD)
-7.72%
Peer Avg (YTD)
+2.77%
vs Peers
-10.49%

PEZ ETF Performance

PEZ performance across multiple time periods: 1-month -5.58%, YTD -7.72%, 1-year -4.14%, 3-year 11.30%, 5-year 1.44%, 10-year 8.83%.

PEZ returns trail the peer average of 2.77% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-5.58%N/A
3 Months-3.07%N/A
6 Months-8.26%N/A
1 Year-4.14%N/A
3 Years+11.30%N/A
5 Years+1.44%N/A

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