Find A Portfolio/Ticker
Comparison Box
PFF: iShares US Preferred Stock (ETF)
Basic Info 30.14 0.18(0.60%) May 26
| Asset Class: | Preferred Stock |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 03/30/2007 |
| Last Dividend Date: | 05/01/2023 |
| 12-Mo. Yield | 6.46% |
| Expenses | 0.45% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/26/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.5 | 3.4 | 0.1 | 3.7 | 3.0 | 3.6 | 4.4 | 3.7 | -13.5 | 8.6 | 7.4 | 15.9 | -4.6 | 8.1 | 1.3 | 4.3 | 14.1 | -1.0 | 17.6 | -2.0 | 13.8 | 38.7 | -23.9 | -12.6 |
| SR | NA | 0.24 | -0.2 | 0.23 | 0.11 | 0.23 | NA | 0.15 | -1.07 | 1.33 | 0.22 | 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 |
| DD(%) | NA | 10.6 | 13.4 | 18.1 | 34.1 | 34.1 | NA | 65.5 | 18.1 | 3.1 | 34.1 | 1.5 | 9.7 | 2.1 | 7.5 | 3.8 | 2.2 | 8.7 | 4.2 | 15.2 | 10.1 | 52.4 | 52.2 | 15.5 |
| SD(%) | NA | 16.0 | 15.4 | 11.3 | 16.8 | 12.4 | NA | 20.1 | 14.0 | 6.5 | 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 |
| TR | NA | 0.06 | -0.06 | 0.06 | 0.04 | 0.07 | NA | 0.05 | -0.35 | 0.27 | 0.11 | 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 | -0.04 | -0.02 | -0.01 | -0.01 | -0.01 | NA | 0.0 | -0.03 | 0.0 | -0.01 | 0.03 | -0.02 | 0.01 | -0.01 | 0.02 | 0.05 | -0.03 | 0.05 | -0.01 | 0.03 | 0.05 | 0.05 | -0.08 |
| Beta(%) | NA | 0.67 | 0.51 | 0.42 | 0.51 | 0.43 | NA | 0.57 | 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 |
| RS | NA | 0.42 | 0.49 | 0.49 | 0.45 | 0.39 | NA | 0.34 | 0.55 | 0.43 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Preferred Stock Asset Class Trend Rankings |
Top Rated Funds in Preferred Stock
Best ETFs
- PFF (iShares US Preferred Stock) 0.60% (32%)
- PGX (PowerShares Preferred ETF) 0.72% (22%)
- PGF (PowerShares Financial Preferred ETF) 0.63% (15%)
- IPFF (iShares International Preferred Stock) (11%)
- PSK (SPDR Wells Fargo Preferred Stock ETF) 0.61% (8%)
Latest Articles Related to PFF
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
