Find A Portfolio/Ticker
Comparison Box
PFFD: Global X U.S. Preferred ETF (ETF)
Basic Info 19.68 0.04(0.20%) May 17
Asset Class: | EQUITY |
MyPlanIQ Rating: | (97%) |
Start Date: | 09/13/2017 |
Last Dividend Date: | 05/03/2024 |
12-Mo. Yield | 6.66% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 09/13/2017 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 3.6 | 10.4 | -2.7 | 1.3 | 1.8 | 6.6 | -20.3 | 5.1 | 8.4 | 16.9 | -3.9 | 0.4 |
Sharpe Ratio | NA | 0.45 | 0.59 | -0.44 | -0.02 | 0.02 | 0.17 | -1.49 | 0.86 | 0.29 | 3.89 | -1.02 | 0.14 |
Draw Down(%) | NA | 5.4 | 9.2 | 24.7 | 31.2 | 31.2 | 16.3 | 22.4 | 3.4 | 31.2 | 1.5 | 8.4 | 1.1 |
Standard Deviation(%) | NA | 9.2 | 10.3 | 12.4 | 15.9 | 14.0 | 14.1 | 14.6 | 5.9 | 27.9 | 4.0 | 5.1 | 3.4 |
Treynor Ratio | NA | 0.11 | 0.13 | -0.13 | -0.01 | 0.01 | 0.04 | -0.54 | 0.19 | 0.16 | 1.12 | -0.65 | 0.02 |
Alpha | NA | -0.01 | -0.02 | -0.03 | -0.02 | -0.02 | -0.04 | -0.06 | 0.0 | 0.0 | 0.04 | -0.02 | -0.02 |
Beta | NA | 0.38 | 0.48 | 0.43 | 0.45 | 0.41 | 0.62 | 0.4 | 0.26 | 0.52 | 0.14 | 0.08 | 0.19 |
RSquared | NA | 0.25 | 0.31 | 0.38 | 0.4 | 0.36 | 0.36 | 0.47 | 0.38 | 0.43 | 0.19 | 0.07 | 0.1 |
Yield(%) | N/A | 2.1 | 6.6 | 5.0 | 5.2 | N/A | 6.2 | 4.9 | 5.2 | 4.8 | 5.6 | 5.9 | 1.5 |
Dividend Growth(%) | N/A | -66.7 | 1.6 | -0.8 | N/A | N/A | -4.8 | -4.5 | 9.1 | -4.7 | -11.8 | 289.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/13/2017
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 EQUITY Asset Class Trend Rankings |