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
PFFV (Global X Variable Rate Preferred ETF) 2.83% 4.77% 7.57% 2.21% NA NA NA
Data as of 06/04/2026, Common starting date is 06/26/2020
More Performance Analytics Comparison
Name Start Date End Date
PFFV (Global X Variable Rate Preferred ETF) 06/26/2020 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
Annualized Return (%) -0.40 4.77 7.57 2.21 NA NA NA 2.83 2.09 9.45 10.65 -13.81 6.27 14.98
Sharpe Ratio NA 0.63 0.83 -0.01 NA NA NA 1.24 -0.13 0.89 0.56 -1.33 1.03 3.81
Standard Deviation(%) NA 4.13 6.39 8.87 NA NA NA 4.25 5.96 6.56 12.68 11.47 6.04 8.14
Draw Down(%) NA 3.22 6.07 19.02 NA NA NA 3.22 6.07 3.09 13.64 16.17 2.95 3.28
Yield(%) 0.59 7.86 8.03 5.84 3.88 2.59 1.94 2.97 7.70 7.47 7.33 5.36 5.23 2.99
Data as of 06/04/2026, Common starting date is 06/26/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PFFV (Global X Variable Rate Preferred ETF) 0.25%
Jun 2021 – Jun 2024
2.07%
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
PFFV (Global X Variable Rate Preferred ETF) 8.23%
May 2023 – May 2026
4.33%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return