PS S&P Downside Hdgd (PHDG)
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)
POTENTIAL GAIN & LOSS Help
The fund's risk of 22% means its value in a year is likely to fluctuate within the following ranges:
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%