PEZ ETF

PEZ ETF
$98.80
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Returns Overview

1 Month
-1.25%
3 Months
+1.04%
6 Months
-0.53%
YTD
-2.26%
1 Year
+2.86%
3 Years (annualized)
+11.92%
5 Years (annualized)
+3.13%
10 Years (annualized)
+9.41%

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)
-2.26%
Peer Avg (YTD)
+3.27%
vs Peers
-5.53%

PEZ ETF Performance

PEZ performance across multiple time periods: 1-month -1.25%, YTD -2.26%, 1-year 2.86%, 3-year 11.92%, 5-year 3.13%, 10-year 9.41%.

PEZ returns trail the peer average of 3.27% 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-1.25%N/A
3 Months+1.04%N/A
6 Months-0.53%N/A
1 Year+2.86%N/A
3 Years+11.92%N/A
5 Years+3.13%N/A

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