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IPFF: iShares International Preferred Stock ETF (ETF)
Basic Info
| Asset Class: | Preferred Stock |
| MyPlanIQ Rating: | (11%) |
| Start Date: | 11/17/2011 |
| Last Dividend Date: | 08/02/2021 |
| 12-Mo. Yield | 4.06% |
| Expenses | 0.55% |
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Performance Analytics (As of 08/30/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/17/2011 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 18.8 | 2.1 | 4.0 | 0.2 | 9.1 | 5.7 | 6.9 | -15.6 | 20.7 | 2.5 | -24.7 | -2.3 | -6.4 | 12.7 | 1.8 |
| Sharpe Ratio | NA | 1.87 | 0.07 | 0.19 | -0.01 | 1.45 | 0.18 | 0.52 | -1.46 | 2.06 | 0.13 | -1.38 | -0.22 | -0.69 | 1.31 | 1.33 |
| Draw Down(%) | NA | 8.4 | 48.9 | 52.6 | 57.7 | 8.4 | 44.9 | 10.2 | 23.9 | 5.0 | 15.4 | 29.8 | 12.3 | 11.8 | 7.5 | 3.6 |
| Standard Deviation(%) | NA | 10.0 | 19.8 | 16.6 | 15.2 | 9.7 | 30.4 | 10.6 | 11.6 | 9.8 | 17.7 | 17.8 | 10.3 | 9.4 | 9.7 | 12.3 |
| Treynor Ratio | NA | 0.56 | 0.03 | 0.07 | -0.01 | 0.42 | 0.1 | 0.16 | -0.78 | 0.57 | 0.05 | -0.69 | -0.35 | -0.18 | 0.3 | 0.41 |
| Alpha | NA | 0.03 | -0.02 | -0.01 | -0.02 | 0.01 | -0.01 | -0.01 | -0.07 | 0.05 | -0.01 | -0.11 | -0.01 | -0.07 | 0.02 | 0.01 |
| Beta | NA | 0.34 | 0.5 | 0.47 | 0.43 | 0.33 | 0.56 | 0.34 | 0.22 | 0.35 | 0.49 | 0.36 | 0.07 | 0.36 | 0.43 | 0.4 |
| RSquared | NA | 0.25 | 0.35 | 0.3 | 0.22 | 0.19 | 0.43 | 0.16 | 0.1 | 0.06 | 0.13 | 0.1 | 0.01 | 0.19 | 0.32 | 0.59 |
| Yield(%) | N/A | 4.1 | 3.7 | 4.0 | N/A | 2.4 | 4.0 | 4.5 | 3.8 | 4.3 | 4.5 | 4.3 | 4.0 | 5.2 | 4.1 | 0.4 |
| Dividend Growth(%) | N/A | -9.0 | -15.8 | N/A | N/A | -40.8 | -7.4 | -5.9 | 4.8 | -3.6 | -25.3 | -0.5 | -31.9 | 34.9 | 983.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/17/2011
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