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PSK: SPDR Wells Fargo Preferred Stock ETF (ETF)
Basic Info 36.52 0.52(1.40%) February 03
| Asset Class: | Preferred Stock |
| MyPlanIQ Rating: | (8%) |
| Start Date: | 09/17/2009 |
| Last Dividend Date: | 02/01/2023 |
| 12-Mo. Yield | 5.29% |
| Expenses | 0.45% |
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Performance Analytics (As of 02/03/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.4 | 11.8 | 0.6 | 1.2 | 4.1 | 4.5 | 6.0 | -14.3 | 2.9 | 6.4 | 17.6 | -4.5 | 12.4 | -0.7 | 7.8 | 17.6 | -5.7 | 13.5 | 1.2 | 13.9 | 5.7 |
| SR | NA | 22.92 | -0.08 | 0.03 | 0.22 | 0.35 | 0.51 | -1.09 | 0.52 | 0.22 | 4.11 | -1.23 | 2.8 | -0.12 | 1.44 | 4.41 | -0.85 | 2.95 | 0.08 | 1.39 | 2.6 |
| DD(%) | NA | 1.4 | 14.3 | 30.1 | 30.1 | 30.1 | 30.1 | 18.1 | 4.7 | 30.1 | 1.9 | 8.8 | 1.8 | 9.6 | 3.2 | 2.1 | 12.0 | 3.4 | 13.5 | 9.4 | 5.0 |
| SD(%) | NA | 10.3 | 14.7 | 18.5 | 14.6 | 11.1 | 10.9 | 14.4 | 5.5 | 27.9 | 3.9 | 4.8 | 4.2 | 7.8 | 5.4 | 4.0 | 6.8 | 4.6 | 14.4 | 10.0 | 8.1 |
| TR | NA | 15.99 | -0.03 | 0.01 | 0.09 | 0.13 | 0.18 | -0.44 | 0.16 | 0.13 | 1.45 | -0.68 | 0.89 | -0.04 | 0.67 | 2.21 | -0.24 | 0.8 | 0.03 | 0.53 | 1.43 |
| Alpha(%) | NA | 0.43 | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | -0.04 | -0.01 | 0.0 | 0.05 | -0.02 | 0.03 | -0.01 | 0.03 | 0.06 | -0.05 | 0.04 | 0.0 | 0.04 | 0.07 |
| Beta(%) | NA | 0.15 | 0.36 | 0.41 | 0.35 | 0.31 | 0.3 | 0.35 | 0.17 | 0.47 | 0.11 | 0.09 | 0.13 | 0.22 | 0.11 | 0.08 | 0.24 | 0.17 | 0.37 | 0.26 | 0.15 |
| RS | NA | 0.06 | 0.34 | 0.33 | 0.29 | 0.24 | 0.25 | 0.35 | 0.17 | 0.36 | 0.12 | 0.1 | 0.04 | 0.14 | 0.11 | 0.05 | 0.16 | 0.22 | 0.37 | 0.23 | 0.09 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/17/2009
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Top Rated Funds in Preferred Stock
Best ETFs
- PFF (iShares US Preferred Stock) 1.04% (32%)
- PGX (PowerShares Preferred ETF) 1.33% (22%)
- PGF (PowerShares Financial Preferred ETF) 1.11% (15%)
- IPFF (iShares International Preferred Stock) (11%)
- PSK (SPDR Wells Fargo Preferred Stock ETF) 1.40% (8%)
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