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| Side by side | PHEQ |
|---|---|
| Strategy | Defined Outcome · Hedged equity |
| Expense ratio | 0.29% |
| Cost per year on $10k | $29 |
| Trailing 12-mo yield | 0.81% |
| Income per year on $10k | $81 |
| YTD | +10.1% |
| 1 year | +10.8% |
| 3 years · per year | +15.1% |
| 5 years · per year | — |
| Worst drop · 1Y | −4.3% |
| Volatility · 1Y | 6.0% |
| Holdings | 0 |
| Assets | $152M |
| Leverage | None |
| Since | 2023 |
Highlighted = best in the row. Returns include dividends.