PHEQ ETF

PHEQ ETF
$35.42
See how much of PHEQ you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.41%
3 Months
+2.10%
6 Months
+5.92%
YTD
+5.69%
1 Year
+12.00%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PHEQ 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
S&P 500 Index(SPX)
This ETF (YTD)
+5.69%
Peer Avg (YTD)
+9.41%
vs Peers
-3.72%

PHEQ ETF Performance

PHEQ performance across multiple time periods: 1-month -0.41%, YTD 5.69%, 1-year 12.00%.

PHEQ returns trail the peer average of 9.41% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.41%N/A
3 Months+2.10%N/A
6 Months+5.92%N/A
1 Year+12.00%N/A

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