Find A Portfolio/Ticker
Comparison Box
PGX: PowerShares Preferred ETF (ETF)
Basic Info 12.24 0.05(0.41%) May 20
| Asset Class: | Preferred Stock |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 01/31/2008 |
| Last Dividend Date: | 04/18/2022 |
| 12-Mo. Yield | 4.93% |
| Expenses | 0.50% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/20/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.0 | -15.9 | -12.2 | 0.3 | 1.6 | 4.6 | 2.9 | 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 | -2.74 | -1.34 | 0.0 | 0.06 | 0.36 | 0.11 | 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 | 17.5 | 17.5 | 34.1 | 34.1 | 34.1 | 66.4 | 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 | 13.3 | 9.2 | 19.8 | 15.6 | 11.7 | 21.8 | 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 | -1.3 | -0.5 | 0.0 | 0.02 | 0.13 | 0.05 | 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 | -0.12 | -0.05 | -0.02 | -0.01 | 0.0 | 0.0 | 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 | 0.28 | 0.25 | 0.44 | 0.38 | 0.32 | 0.51 | 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 | 0.26 | 0.23 | 0.3 | 0.26 | 0.23 | 0.23 | 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
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) 0.42% (32%)
- PGX (PowerShares Preferred ETF) 0.41% (22%)
- PGF (PowerShares Financial Preferred ETF) 0.39% (15%)
- IPFF (iShares International Preferred Stock) (11%)
- PSK (SPDR Wells Fargo Preferred Stock ETF) 0.71% (8%)
Latest Articles Related to PGX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
