Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PFFD (Global X U.S. Preferred ETF) 2.62% 7.59% 5.39% -0.09% NA NA NA
Data as of 06/04/2026, Common starting date is 09/13/2017
More Performance Analytics Comparison
Name Start Date End Date
PFFD (Global X U.S. Preferred ETF) 09/13/2017 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
Annualized Return (%) 0.00 7.59 5.39 -0.09 NA NA NA 2.62 3.22 7.08 6.85 -20.20 5.07 8.92 16.90 -3.93 0.37
Sharpe Ratio NA 0.84 0.36 -0.23 NA NA NA 0.54 0.04 0.41 0.23 -1.48 0.86 0.31 3.87 -1.04 0.13
Standard Deviation(%) NA 7.19 9.00 10.99 NA NA NA 8.00 8.86 8.38 14.13 14.63 5.89 27.97 3.99 5.14 3.36
Draw Down(%) NA 5.97 10.84 24.45 NA NA NA 5.97 8.71 6.07 16.12 22.38 3.39 30.93 1.46 8.44 1.11
Yield(%) 0.53 6.41 6.48 4.86 4.44 2.96 2.22 2.61 6.09 6.45 6.46 5.01 5.13 5.30 5.55 5.71 1.45
Data as of 06/04/2026, Common starting date is 09/13/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PFFD (Global X U.S. Preferred ETF) -5.26%
Oct 2020 – Oct 2023
-0.48%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PFFD (Global X U.S. Preferred ETF) 10.19%
Dec 2018 – Dec 2021
3.17%
Jan 2018 – Jan 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return