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PGX: PowerShares Preferred ETF (ETF)
Basic Info 14.7 0.14(0.96%) September 25
| Asset Class: | Preferred Stock |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 01/31/2008 |
| Last Dividend Date: | 08/24/2020 |
| 12-Mo. Yield | 5.84% |
| Expenses | 0.50% |
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Performance Analytics (As of 09/25/2020)
| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.9 | 1.5 | 3.2 | 4.7 | 5.4 | 6.1 | 3.8 | 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 | 0.05 | 0.08 | 0.19 | 0.3 | 0.48 | 0.15 | 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 | 34.1 | 34.1 | 34.1 | 34.1 | 34.1 | 66.4 | 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 | 37.8 | 32.5 | 19.1 | 15.3 | 11.9 | 23.0 | 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 | 0.03 | 0.05 | 0.09 | 0.12 | 0.17 | 0.06 | 1.22 | -0.63 | 0.46 | -0.01 | 0.69 | 1.52 | -0.11 | 0.77 | 0.11 | 0.49 | 0.17 | -0.56 |
| Alpha(%) | NA | 0.01 | -0.01 | 0.0 | 0.0 | 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 | 0.55 | 0.54 | 0.42 | 0.39 | 0.33 | 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 | 0.35 | 0.34 | 0.28 | 0.26 | 0.24 | 0.24 | 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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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Preferred Stock Asset Class Trend Rankings |
Top Rated Funds in Preferred Stock
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- PFF (iShares US Preferred Stock) 1.29% (32%)
- PGX (PowerShares Preferred ETF) 0.96% (22%)
- PGF (PowerShares Financial Preferred ETF) 1.19% (15%)
- IPFF (iShares International Preferred Stock) 0.43% (11%)
- PSK (SPDR Wells Fargo Preferred Stock ETF) 1.09% (8%)
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