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PFF: iShares Preferred and Income Securities ETF (ETF)
Basic Info 31.12 0.2(0.65%) March 14
| Asset Class: | Preferred Stock |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 03/30/2007 |
| Last Dividend Date: | 02/03/2025 |
| 12-Mo. Yield | 5.63% |
| Expenses | 0.46% |
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Performance Analytics (As of 03/07/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/30/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | -0.5 | 2.0 | 1.5 | 3.3 | 3.2 | 4.4 | 3.6 | 7.2 | 9.2 | -18.5 | 7.1 | 7.9 | 15.9 | -4.6 | 8.1 | 1.3 | 4.3 | 14.1 | -1.0 | 17.6 | -2.0 | 13.8 | 38.5 | -23.9 | -12.6 |
| Sharpe Ratio | NA | -0.64 | -0.52 | -0.23 | -0.01 | 0.12 | NA | 0.13 | 0.08 | 0.4 | -1.43 | 1.12 | 0.24 | 3.44 | -1.31 | 1.92 | 0.15 | 0.86 | 4.0 | -0.17 | 3.47 | -0.13 | 1.3 | 0.85 | -0.52 | -1.05 |
| Draw Down(%) | NA | 3.5 | 6.2 | 15.1 | 30.9 | 34.1 | NA | 65.5 | 5.4 | 12.5 | 21.1 | 3.1 | 34.1 | 1.5 | 9.7 | 2.1 | 7.5 | 3.8 | 2.2 | 8.7 | 4.2 | 15.2 | 10.1 | 52.5 | 52.2 | 15.5 |
| Standard Deviation(%) | NA | 10.1 | 8.4 | 11.7 | 17.3 | 12.8 | NA | 19.3 | 7.9 | 12.6 | 13.9 | 6.4 | 32.1 | 4.2 | 4.5 | 3.9 | 7.1 | 5.0 | 3.5 | 5.9 | 5.1 | 15.2 | 10.6 | 45.3 | 47.9 | 18.3 |
| Treynor Ratio | NA | -0.17 | -0.15 | -0.06 | 0.0 | 0.03 | NA | 0.04 | 0.02 | 0.08 | -0.46 | 0.22 | 0.12 | 0.76 | -0.49 | 0.31 | 0.04 | 0.26 | 1.08 | -0.04 | 0.79 | -0.05 | 0.42 | 0.33 | -0.34 | -0.45 |
| Alpha | NA | -0.01 | -0.02 | -0.02 | -0.03 | -0.01 | NA | -0.01 | -0.01 | -0.03 | -0.05 | -0.01 | -0.01 | 0.03 | -0.02 | 0.01 | -0.01 | 0.02 | 0.05 | -0.03 | 0.05 | -0.01 | 0.03 | 0.04 | 0.05 | -0.08 |
| Beta | NA | 0.37 | 0.28 | 0.44 | 0.55 | 0.44 | NA | 0.56 | 0.27 | 0.59 | 0.43 | 0.32 | 0.65 | 0.19 | 0.12 | 0.24 | 0.28 | 0.16 | 0.13 | 0.26 | 0.22 | 0.43 | 0.33 | 1.16 | 0.73 | 0.42 |
| RSquared | NA | 0.29 | 0.2 | 0.41 | 0.46 | 0.39 | NA | 0.34 | 0.19 | 0.38 | 0.56 | 0.44 | 0.51 | 0.31 | 0.21 | 0.17 | 0.26 | 0.26 | 0.18 | 0.23 | 0.31 | 0.45 | 0.32 | 0.49 | 0.38 | 0.15 |
| Yield(%) | N/A | 0.5 | 5.7 | 5.4 | 6.1 | 5.0 | 5.5 | N/A | 6.4 | 6.7 | 4.3 | 4.6 | 4.9 | 5.8 | 5.7 | 5.7 | 5.6 | 5.7 | 6.7 | 6.1 | 6.0 | 6.4 | 7.7 | 9.5 | 6.5 | 5.0 |
| Dividend Growth(%) | N/A | -91.2 | -11.0 | 3.8 | -13.8 | N/A | N/A | N/A | -4.0 | 22.0 | -3.4 | -4.8 | -7.6 | -7.6 | 1.5 | -2.2 | -2.8 | -10.1 | 2.4 | 12.0 | -12.6 | -12.6 | -1.5 | 4.6 | 10.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/2007
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