PS S&P Downside Hdgd (PHDG)

$36.63
A Fund
++ Sector
Fund TypeETF
Fund CategoryBonds
Fund BenchmarkU.S. Treasury - TIPS
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
PS S&P Downside Hdgd 22 0.00 7.02% 30.55% 0.38%
U.S. Treasury - TIPS 9 -0.01 -0.11% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 6.96% -0.56% 7.52%
Year-to-Date 7.02% -0.11% 7.13%
1 Year 0.00% 0.00% 0.00%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

22%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 22% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.38%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$493

Real cost (fees + lost compounding)

$609

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
0%

Return in excess of styles
(over past year)
22.65%