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PHE vs ZPE Fund Comparison

Price, period returns, size, investor count and risk score of PHE (Pusula Portföy Hisse Senedi Fonu (Hisse Senedi Yoğun Fon)) and ZPE (Ziraat Portföy Katılım Hisse Senedi Fonu (Hisse Senedi Yoğun Fon)) side by side.

SPK decided to liquidate PHE in bulletin 2026/75 dated October 26, 2026, which temporarily suspended its founder; no buy or redemption orders are executed in the fund and the liquidation procedure has not been announced yet. Its returns in this comparison are based on the last price published on TEFAS (September 15, 2026). PHE fund page · SPK bulletin 2026/75

PHEZPE
StockFund

If You Had Invested TRY 10,000

Metric Comparison

PHE vs ZPE Fund Comparison
MetricPHEZPECategory median
Daily−47.81%−3.94%−3.03%
1 week−83.29%−3.32%−3.00%
1 month−92.21%−15.69%−11.63%
3 months−90.88%−16.47%−13.94%
6 months−87.03%−16.41%−14.98%
YTD−78.46%2.92%2.54%
1 year−73.90%3.22%4.18%
3 years3.49%65.33%79.59%
Returns are based on prices as of November 2, 2026; the fund with the higher return or the lower risk score counts as the leader.

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About the PHE vs ZPE Comparison

The price, returns, size and risk of PHE (Pusula Portföy Hisse Senedi Fonu (Hisse Senedi Yoğun Fon)) and ZPE (Ziraat Portföy Katılım Hisse Senedi Fonu (Hisse Senedi Yoğun Fon)) are compared side by side as of November 2, 2026. Of the 10 metrics compared, PHE leads in 1 and ZPE leads in 9. PHE is a Stock Fund fund managed by Pusula Portföy Yönetimi A.Ş.; ZPE is a Stock Fund fund managed by Ziraat Portföy Yönetimi A.Ş..

Highlights: Daily: ZPE leads (−3.94% vs −47.81%). 1 week: ZPE leads (−3.32% vs −83.29%). 1 month: ZPE leads (−15.69% vs −92.21%). 3 months: ZPE leads (−16.47% vs −90.88%). 6 months: ZPE leads (−16.41% vs −87.03%). YTD: ZPE leads (2.92% vs −78.46%). 1 year: ZPE leads (3.22% vs −73.90%). 3 years: ZPE leads (65.33% vs 3.49%). Size (TRY): ZPE leads (904M vs 867.8M). Investors: PHE leads (46,328 vs 6,937).

Frequently Asked Questions

Year to date PHE returned −78.46% and ZPE returned 2.92%; over the last year PHE returned −73.90% and ZPE returned 3.22%. Over the last month PHE returned −92.21% and ZPE returned −15.69%. Past performance does not indicate future returns.

As of November 2, 2026, PHE has a size of TRY 867.8M with 46,328 investors, while ZPE has a size of TRY 904M with 6,937 investors. ZPE leads in size and PHE leads in investor count.

The CMB risk score of PHE is 6 out of 7 and that of ZPE is 6. The risk score reflects the historical volatility of the fund price; 1 is the lowest and 7 the highest risk. A lower score means less volatility, not a guarantee of higher returns.