Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFXF (VanEck Preferred Securities ex Financials ETF) | 7.06% | 16.47% | 9.88% | 4.23% | 5.23% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/20/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFXF (VanEck Preferred Securities ex Financials ETF) | 07/20/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.84 | 16.47 | 9.88 | 4.23 | 5.23 | NA | NA | … | … | 7.06 | 9.64 | 8.42 | 11.23 | -18.90 | 11.61 | 7.60 | 20.53 | -4.16 | 7.92 | 6.26 | -1.50 | 15.94 | -2.10 | 4.85 |
| Sharpe Ratio | NA | 1.51 | 0.68 | 0.15 | 0.27 | NA | NA | … | … | 1.42 | 0.64 | 0.59 | 0.66 | -1.40 | 1.63 | 0.22 | 4.08 | -0.96 | 1.80 | 0.75 | -0.21 | 2.81 | -0.28 | 1.98 |
| Standard Deviation(%) | NA | 9.13 | 9.80 | 10.93 | 13.49 | NA | NA | … | … | 10.39 | 10.61 | 8.19 | 11.59 | 14.55 | 7.10 | 33.00 | 4.67 | 5.80 | 4.04 | 8.03 | 7.22 | 5.67 | 7.56 | 5.71 |
| Draw Down(%) | NA | 5.83 | 11.90 | 21.84 | 35.50 | NA | NA | … | … | 5.83 | 10.99 | 5.75 | 11.01 | 21.84 | 3.03 | 35.50 | 1.78 | 10.72 | 2.08 | 8.69 | 8.08 | 2.72 | 9.71 | 3.70 |
| Yield(%) | 0.30 | 6.74 | 7.30 | 5.79 | 5.61 | 5.34 | 4.01 | … | … | 2.14 | 6.83 | 7.84 | 8.06 | 5.16 | 5.01 | 5.26 | 6.07 | 5.98 | 6.03 | 5.45 | 5.54 | 6.43 | 5.97 | 2.62 |
Data as of 06/05/2026, Common starting date is 07/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFXF (VanEck Preferred Securities ex Financials ETF) |
-0.88%
Dec 2019 – Dec 2022 |
1.15%
Mar 2015 – Mar 2020 |
3.66%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFXF (VanEck Preferred Securities ex Financials ETF) |
13.12%
Dec 2018 – Dec 2021 |
8.41%
Dec 2016 – Dec 2021 |
5.79%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart