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PFF: iShares Preferred and Income Securities ETF (ETF)
Basic Info 31.08 0.26(0.83%) April 25
Asset Class: | Preferred Stock |
MyPlanIQ Rating: | (32%) |
Start Date: | 03/30/2007 |
Last Dividend Date: | 04/01/2024 |
12-Mo. Yield | 6.39% |
Expenses | 0.46% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/30/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 1.2 | 6.7 | -1.8 | 2.1 | 3.3 | 7.5 | 3.5 | 9.2 | -18.2 | 7.1 | 7.4 | 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 | -0.19 | 0.12 | -0.35 | 0.03 | 0.18 | NA | 0.13 | 0.4 | -1.41 | 1.12 | 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 |
Draw Down(%) | NA | 5.3 | 7.8 | 21.1 | 34.1 | 34.1 | NA | 65.5 | 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 | 8.2 | 9.9 | 11.5 | 17.1 | 12.6 | NA | 19.7 | 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 | -0.04 | 0.02 | -0.09 | 0.01 | 0.05 | NA | 0.05 | 0.09 | -0.46 | 0.22 | 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 | -0.02 | -0.03 | -0.03 | -0.02 | -0.01 | NA | -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 | 0.38 | 0.5 | 0.45 | 0.54 | 0.44 | NA | 0.57 | 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 | 0.35 | 0.46 | 0.47 | 0.39 | NA | 0.34 | 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 | 1.6 | 6.5 | 4.9 | 5.1 | 5.2 | 8.6 | N/A | 6.8 | 4.7 | 4.6 | 4.4 | 5.8 | 5.7 | 5.7 | 5.6 | 5.6 | 6.7 | 6.1 | 6.0 | 6.4 | 7.8 | 9.5 | 6.5 | 5.0 |
Dividend Growth(%) | N/A | -75.5 | -0.5 | -0.7 | -16.0 | N/A | N/A | N/A | 13.7 | 4.0 | 4.8 | -16.0 | -7.8 | 1.9 | -2.3 | -2.2 | -10.1 | 2.1 | 12.0 | -12.9 | -12.9 | -1.0 | 4.3 | 10.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/2007
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