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PGX: Invesco Preferred ETF (ETF)
Basic Info 11.52 0.01(0.09%) April 24
Asset Class: | Preferred Stock |
MyPlanIQ Rating: | (22%) |
Start Date: | 01/31/2008 |
Last Dividend Date: | 04/22/2024 |
12-Mo. Yield | 6.13% |
Expenses | 0.50% |
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Performance Analytics (As of 04/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/31/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.8 | 2.4 | 5.3 | -3.1 | 0.9 | 3.4 | 6.7 | 2.7 | 9.5 | -21.1 | 3.2 | 7.1 | 17.6 | -4.0 | 9.4 | -0.1 | 7.9 | 16.3 | -2.4 | 14.5 | 3.6 | 11.6 | 19.5 | -33.8 |
Sharpe Ratio | NA | -0.12 | 0.0 | -0.47 | -0.06 | 0.17 | NA | 0.09 | 0.36 | -1.54 | 0.56 | 0.21 | 3.82 | -1.13 | 2.17 | -0.05 | 1.56 | 4.27 | -0.4 | 3.1 | 0.28 | 1.25 | 0.41 | -0.66 |
Draw Down(%) | NA | 6.0 | 10.2 | 24.6 | 34.1 | 34.1 | NA | 66.4 | 16.5 | 23.0 | 4.1 | 34.1 | 2.0 | 8.0 | 1.8 | 7.6 | 3.1 | 1.9 | 9.6 | 3.5 | 11.1 | 8.6 | 53.4 | 52.1 |
Standard Deviation(%) | NA | 9.2 | 11.7 | 12.6 | 17.7 | 13.0 | NA | 21.1 | 14.8 | 14.7 | 5.6 | 32.6 | 4.3 | 4.7 | 4.1 | 7.1 | 5.1 | 3.8 | 6.1 | 4.7 | 12.5 | 9.2 | 47.9 | 56.3 |
Treynor Ratio | NA | -0.03 | 0.0 | -0.15 | -0.02 | 0.06 | NA | 0.04 | 0.08 | -0.62 | 0.17 | 0.13 | 1.22 | -0.62 | 0.46 | -0.01 | 0.69 | 1.52 | -0.11 | 0.77 | 0.11 | 0.49 | 0.17 | -0.56 |
Alpha | NA | -0.02 | -0.03 | -0.03 | -0.02 | -0.01 | NA | -0.01 | -0.03 | -0.07 | -0.01 | 0.0 | 0.05 | -0.02 | 0.02 | -0.01 | 0.03 | 0.05 | -0.03 | 0.04 | 0.01 | 0.03 | -0.01 | -0.03 |
Beta | NA | 0.37 | 0.55 | 0.39 | 0.45 | 0.36 | NA | 0.5 | 0.63 | 0.36 | 0.18 | 0.53 | 0.13 | 0.09 | 0.19 | 0.23 | 0.11 | 0.11 | 0.22 | 0.19 | 0.32 | 0.23 | 1.16 | 0.66 |
RSquared | NA | 0.21 | 0.31 | 0.29 | 0.3 | 0.25 | NA | 0.24 | 0.31 | 0.36 | 0.18 | 0.34 | 0.15 | 0.1 | 0.1 | 0.18 | 0.12 | 0.1 | 0.16 | 0.26 | 0.36 | 0.22 | 0.44 | 0.24 |
Yield(%) | N/A | 2.1 | 6.9 | 4.8 | 5.0 | 5.4 | 7.9 | N/A | 6.5 | 4.8 | 4.8 | 4.8 | 5.9 | 5.7 | 5.9 | 4.7 | 5.7 | 6.2 | 6.3 | 7.0 | 6.7 | 7.1 | 8.2 | 6.2 |
Dividend Growth(%) | N/A | -67.6 | 21.2 | -6.0 | -9.9 | N/A | N/A | N/A | 2.8 | 0.0 | 0.0 | -10.0 | -4.8 | 0.0 | 20.0 | -16.7 | 0.0 | -9.7 | -3.1 | 1.1 | -2.1 | -9.3 | -15.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/31/2008
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