PFL ETF

$7.80

Returns Overview

1 Month
+0.81%
3 Months
+2.42%
6 Months
+1.94%
YTD
+1.94%
1 Year
+8.23%
3 Years (annualized)
+12.40%
5 Years (annualized)
+5.28%
10 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PFL 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
Bloomberg Barclays US Aggregate Bond Total Return USD(^BBUSATR)
This ETF (YTD)
+1.94%
Peer Avg (YTD)
+3.23%
vs Peers
-1.29%

PFL ETF Performance

PFL performance across multiple time periods: 1-month 0.81%, YTD 1.94%, 1-year 8.23%, 3-year 12.40%, 5-year 5.28%, 10-year 8.27%.

PFL returns trail the peer average of 3.23% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.81%N/A
3 Months+2.42%N/A
6 Months+1.94%N/A
1 Year+8.23%N/A
3 Years+12.40%N/A
5 Years+5.28%N/A

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