Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFF (iShares Preferred and Income Securities ETF) | 2.99% | 9.06% | 6.86% | 1.51% | 3.31% | 4.29% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFF (iShares Preferred and Income Securities ETF) | 03/30/2007 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 9.06 | 6.86 | 1.51 | 3.31 | 4.29 | NA | … | … | 2.99 | 4.86 | 7.24 | 9.22 | -18.19 | 7.15 | 7.88 | 15.93 | -4.64 | 8.10 | 1.30 | 4.27 | 14.10 | -1.00 | 17.58 | -2.02 | 13.83 | 38.51 | -23.94 | -12.60 |
| Sharpe Ratio | NA | 1.17 | 0.56 | -0.08 | 0.14 | NA | NA | … | … | 0.84 | 0.23 | 0.46 | 0.45 | -1.41 | 1.12 | 0.24 | 3.42 | -1.33 | 1.91 | 0.15 | 0.86 | 4.00 | -0.17 | 3.47 | -0.13 | 1.30 | 0.85 | -0.52 | -1.06 |
| Standard Deviation(%) | NA | 6.73 | 8.47 | 10.30 | 12.91 | NA | NA | … | … | 7.66 | 8.65 | 7.88 | 12.55 | 13.91 | 6.38 | 32.09 | 4.23 | 4.55 | 3.91 | 7.07 | 4.96 | 3.52 | 5.92 | 5.10 | 15.21 | 10.58 | 45.33 | 47.93 | 18.32 |
| Draw Down(%) | NA | 5.28 | 10.63 | 21.05 | 34.10 | NA | NA | … | … | 5.28 | 8.60 | 5.35 | 12.48 | 21.05 | 3.15 | 34.10 | 1.55 | 9.72 | 2.12 | 7.48 | 3.81 | 2.20 | 8.68 | 4.17 | 15.18 | 10.11 | 52.50 | 52.20 | 15.50 |
| Yield(%) | 0.44 | 5.64 | 6.21 | 4.87 | 4.94 | 5.28 | 4.32 | … | … | 2.01 | 6.13 | 6.38 | 6.74 | 4.69 | 4.60 | 4.88 | 5.78 | 5.71 | 5.68 | 5.58 | 5.66 | 6.73 | 6.12 | 6.05 | 6.40 | 7.71 | 9.52 | 6.46 | 4.97 |
Data as of 06/04/2026, Common starting date is 03/30/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFF (iShares Preferred and Income Securities ETF) |
-2.56%
Oct 2020 – Oct 2023 |
0.54%
Oct 2017 – Oct 2022 |
2.84%
Oct 2012 – Oct 2022 |
3.31%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFF (iShares Preferred and Income Securities ETF) |
37.27%
Feb 2009 – Feb 2012 |
23.51%
Feb 2009 – Feb 2014 |
13.67%
Feb 2009 – Feb 2019 |
10.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart