PFI ETF

Returns Overview

1 Month
+2.84%
3 Months
+7.90%
6 Months
+8.11%
YTD
+8.93%
1 Year
+12.88%
3 Years (annualized)
+12.68%
5 Years (annualized)
+5.89%
10 Years (annualized)
+8.74%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PFI 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
Dorsey Wright Financials Technical Leaders Index(^DWFN)
This ETF (YTD)
+8.93%
Peer Avg (YTD)
+10.67%
vs Peers
-1.74%

PFI ETF Performance

PFI performance across multiple time periods: 1-month 2.84%, YTD 8.93%, 1-year 12.88%, 3-year 12.68%, 5-year 5.89%, 10-year 8.74%.

PFI returns trail the peer average of 10.67% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.84%N/A
3 Months+7.90%N/A
6 Months+8.11%N/A
1 Year+12.88%N/A
3 Years+12.68%N/A
5 Years+5.89%N/A

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