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PGX: PowerShares Preferred ETF (ETF)
Basic Info 10.99 0.26(2.31%) March 20
| Asset Class: | Preferred Stock |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 01/31/2008 |
| Last Dividend Date: | 02/21/2023 |
| 12-Mo. Yield | 4.93% |
| Expenses | 0.50% |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.3 | 0.2 | -8.5 | 11.7 | 1.2 | 3.3 | 2.9 | 2.6 | -16.8 | 4.8 | 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 |
| SR | NA | 0.35 | -0.54 | 0.18 | 0.03 | 0.23 | NA | 0.11 | -1.24 | 0.87 | 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 |
| DD(%) | NA | 12.0 | 15.5 | 19.9 | 34.1 | 34.1 | NA | 66.4 | 19.8 | 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 |
| SD(%) | NA | 20.7 | 16.6 | 20.0 | 16.9 | 12.6 | NA | 21.6 | 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 |
| TR | NA | 0.11 | -0.21 | 0.08 | 0.01 | 0.08 | NA | 0.05 | -0.5 | 0.28 | 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 | -0.02 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.05 | 0.0 | 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 | 0.68 | 0.42 | 0.44 | 0.4 | 0.34 | NA | 0.5 | 0.37 | 0.17 | 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 |
| RS | NA | 0.32 | 0.35 | 0.25 | 0.29 | 0.25 | NA | 0.24 | 0.36 | 0.16 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/31/2008
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See Preferred Stock Asset Class Trend Rankings |
Top Rated Funds in Preferred Stock
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- PFF (iShares US Preferred Stock) 1.06% (32%)
- PGX (PowerShares Preferred ETF) 2.31% (22%)
- PGF (PowerShares Financial Preferred ETF) 0.85% (15%)
- IPFF (iShares International Preferred Stock) (11%)
- PSK (SPDR Wells Fargo Preferred Stock ETF) 0.88% (8%)
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