PHDG ETF

PHDG ETF
$41.74
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Returns Overview

1 Month
+1.19%
3 Months
-2.30%
6 Months
+9.33%
YTD
+11.20%
1 Year
+15.82%
3 Years (annualized)
+10.41%
5 Years (annualized)
+4.06%
10 Years (annualized)
+7.34%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PHDG 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
US 3 Month Treasury Bill Index
This ETF (YTD)
+11.20%
Peer Avg (YTD)
+9.59%
vs Peers
+1.61%

PHDG ETF Performance

PHDG performance across multiple time periods: 1-month 1.19%, YTD 11.20%, 1-year 15.82%, 3-year 10.41%, 5-year 4.06%, 10-year 7.34%.

PHDG returns outperform the peer average of 9.59% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.19%N/A
3 Months-2.30%N/A
6 Months+9.33%N/A
1 Year+15.82%N/A
3 Years+10.41%N/A
5 Years+4.06%N/A

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