PHDG ETF

PHDG ETF
$41.20
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Returns Overview

1 Month
-0.56%
3 Months
+1.08%
6 Months
+8.36%
YTD
+9.89%
1 Year
+16.08%
3 Years (annualized)
+8.32%
5 Years (annualized)
+4.24%
10 Years (annualized)
+7.20%

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
PROUpgrade to run
🏦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)
+9.89%
Peer Avg (YTD)
+8.62%
vs Peers
+1.27%

PHDG ETF Performance

PHDG performance across multiple time periods: 1-month -0.56%, YTD 9.89%, 1-year 16.08%, 3-year 8.32%, 5-year 4.24%, 10-year 7.20%.

PHDG returns outperform the peer average of 8.62% 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-0.56%N/A
3 Months+1.08%N/A
6 Months+8.36%N/A
1 Year+16.08%N/A
3 Years+8.32%N/A
5 Years+4.24%N/A

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