PFI ETF

Returns Overview

1 Month
+3.67%
3 Months
+14.00%
6 Months
+5.17%
YTD
+3.93%
1 Year
+7.83%
3 Years (annualized)
+14.85%
5 Years (annualized)
+5.37%
10 Years (annualized)
+8.59%

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)
+3.93%
Peer Avg (YTD)
+8.61%
vs Peers
-4.67%

PFI ETF Performance

PFI performance across multiple time periods: 1-month 3.67%, YTD 3.93%, 1-year 7.83%, 3-year 14.85%, 5-year 5.37%, 10-year 8.59%.

PFI returns trail the peer average of 8.61% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.67%N/A
3 Months+14.00%N/A
6 Months+5.17%N/A
1 Year+7.83%N/A
3 Years+14.85%N/A
5 Years+5.37%N/A

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