Find A Portfolio/Ticker
Comparison Box
PGF: PowerShares Financial Preferred ETF (ETF)
Basic Info 14.3 0.09(0.63%) May 26
| Asset Class: | Preferred Stock |
| MyPlanIQ Rating: | (15%) |
| Start Date: | 12/04/2006 |
| Last Dividend Date: | 05/22/2023 |
| 12-Mo. Yield | 5.78% |
| Expenses | 0.57% |
| 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 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.7 | 4.1 | 0.1 | 0.3 | 2.2 | 3.8 | 4.4 | 3.5 | -15.1 | 4.1 | 7.3 | 15.1 | -2.4 | 9.7 | 1.0 | 9.2 | 14.5 | -1.3 | 21.0 | -1.7 | 16.0 | 38.1 | -27.2 | -16.0 | -0.5 |
| SR | NA | 0.28 | -0.18 | -0.07 | 0.06 | 0.27 | NA | 0.12 | -1.15 | 0.72 | 0.26 | 3.41 | -0.87 | 2.58 | 0.11 | 2.05 | 4.25 | -0.23 | 3.55 | -0.09 | 1.29 | 0.64 | -0.48 | -1.79 | -3.24 |
| DD(%) | NA | 13.3 | 13.8 | 18.4 | 28.9 | 28.9 | NA | 75.6 | 18.4 | 4.3 | 28.9 | 1.5 | 6.3 | 1.8 | 7.5 | 2.8 | 1.9 | 9.2 | 4.7 | 17.5 | 11.9 | 64.4 | 56.4 | 17.9 | 0.9 |
| SD(%) | NA | 20.6 | 17.3 | 12.0 | 15.4 | 11.5 | NA | 23.3 | 14.5 | 5.7 | 27.2 | 4.0 | 4.3 | 3.5 | 7.4 | 4.5 | 3.4 | 5.7 | 5.9 | 19.3 | 12.4 | 59.8 | 58.2 | 10.6 | 3.2 |
| TR | NA | 0.08 | -0.06 | -0.02 | 0.02 | 0.09 | NA | 0.05 | -0.46 | 0.23 | 0.14 | 1.27 | -0.48 | 0.53 | 0.03 | 0.98 | 1.57 | -0.06 | 0.87 | -0.03 | 0.41 | 0.25 | -0.34 | -0.87 | 0.52 |
| Alpha(%) | NA | -0.03 | -0.02 | -0.02 | -0.01 | 0.0 | NA | 0.0 | -0.04 | 0.0 | 0.0 | 0.04 | -0.01 | 0.02 | -0.01 | 0.03 | 0.05 | -0.03 | 0.06 | -0.01 | 0.04 | 0.04 | 0.06 | -0.08 | -0.04 |
| Beta(%) | NA | 0.75 | 0.47 | 0.34 | 0.4 | 0.34 | NA | 0.59 | 0.36 | 0.18 | 0.5 | 0.11 | 0.08 | 0.17 | 0.26 | 0.09 | 0.09 | 0.24 | 0.24 | 0.54 | 0.39 | 1.51 | 0.83 | 0.22 | -0.2 |
| RS | NA | 0.31 | 0.33 | 0.27 | 0.33 | 0.28 | NA | 0.27 | 0.36 | 0.18 | 0.43 | 0.11 | 0.1 | 0.1 | 0.21 | 0.11 | 0.09 | 0.21 | 0.27 | 0.44 | 0.33 | 0.48 | 0.33 | 0.11 | 0.16 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/04/2006
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 PGF
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
