PHK ETF

$4.72

Returns Overview

1 Month
+1.52%
3 Months
+4.15%
6 Months
+3.31%
YTD
+3.31%
1 Year
+11.11%
3 Years (annualized)
+13.35%
5 Years (annualized)
+6.99%
10 Years (annualized)
+9.72%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PHK 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)
+3.31%
Peer Avg (YTD)
+3.23%
vs Peers
+0.09%

PHK ETF Performance

PHK performance across multiple time periods: 1-month 1.52%, YTD 3.31%, 1-year 11.11%, 3-year 13.35%, 5-year 6.99%, 10-year 9.72%.

PHK returns outperform the peer average of 3.23% YTD. With an expense ratio of 2.92%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.52%N/A
3 Months+4.15%N/A
6 Months+3.31%N/A
1 Year+11.11%N/A
3 Years+13.35%N/A
5 Years+6.99%N/A

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