Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PGX (Invesco Preferred ETF) | -1.05% | 1.21% | 1.47% | 0.26% | -18.44% | -10.30% | NA | -10.27% |
Data as of 06/06/2025, AR inception is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGX (Invesco Preferred ETF) | 01/31/2008 | 06/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 1.21 | 1.47 | 0.26 | -18.44 | -10.30 | NA | -10.27 | -1.05 | 6.55 | 9.48 | -21.16 | 3.15 | -89.33 | 17.64 | -4.01 | 9.37 | -0.14 | 7.92 | 16.28 | -2.40 | 14.50 | 3.56 | 11.57 | 19.52 | -33.76 |
| Sharpe Ratio | NA | -0.22 | -0.14 | -0.15 | -0.27 | NA | NA | -0.19 | -0.52 | 0.00 | 0.36 | -1.54 | 0.56 | -0.38 | 3.82 | -1.13 | 2.17 | -0.05 | 1.56 | 4.27 | -0.40 | 3.10 | 0.28 | 1.25 | 0.41 | -0.66 |
| Standard Deviation(%) | NA | 9.40 | 12.69 | 11.16 | 74.18 | NA | NA | 59.08 | 10.70 | 9.11 | 14.85 | 14.65 | 5.60 | 232.41 | 4.25 | 4.72 | 4.05 | 7.10 | 5.07 | 3.81 | 6.08 | 4.69 | 12.53 | 9.17 | 47.87 | 56.31 |
| Draw Down(%) | NA | 10.72 | 18.07 | 24.67 | 93.38 | NA | NA | 93.38 | 7.52 | 7.36 | 16.52 | 23.02 | 4.12 | 93.38 | 1.97 | 8.05 | 1.76 | 7.58 | 3.13 | 1.91 | 9.56 | 3.47 | 11.11 | 8.57 | 53.43 | 52.09 |
| Yield(%) | 0.00 | 5.87 | 5.53 | 46.62 | 4.84 | 5.79 | 3.54 | 4.17 | 2.39 | 6.00 | 6.49 | 4.71 | 4.78 | 1.95 | 5.85 | 5.56 | 5.88 | 4.73 | 5.92 | 6.50 | 6.18 | 6.89 | 6.56 | 7.03 | 8.35 | 6.12 |
Data as of 06/06/2025, AR inception is 01/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGX (Invesco Preferred ETF) |
-55.73%
Dec 2019 - Dec 2022 |
-37.39%
Oct 2018 - Oct 2023 |
-18.56%
Oct 2013 - Oct 2023 |
-12.01%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGX (Invesco Preferred ETF) |
29.42%
Feb 2009 - Feb 2012 |
19.13%
Feb 2009 - Feb 2014 |
12.39%
Feb 2009 - Feb 2019 |
-6.77%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart