Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PFF (iShares Preferred and Income Securities ETF) | -6.29% | 0.44% | 0.12% | 2.71% | 2.38% | 3.98% | NA | 3.25% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFF (iShares Preferred and Income Securities ETF) | 03/30/2007 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 03/30/2007.
AR inception is since 03/30/2007.
| 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.03 | 0.44 | 0.12 | 2.71 | 2.38 | 3.98 | NA | 3.25 | -6.29 | 7.24 | 9.22 | -18.55 | 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 | -95.31 | -39.57 | -2.91 | 5.19 | NA | NA | 10.91 | -207.10 | 8.21 | 39.91 | -143.46 | 111.72 | 23.73 | 343.54 | -131.33 | 191.60 | 15.49 | 85.64 | 399.86 | -17.42 | 346.86 | -13.49 | 129.88 | 84.74 | -51.70 | -104.86 |
| Standard Deviation(%) | NA | 9.44 | 11.85 | 10.58 | 12.86 | NA | NA | 19.26 | 12.42 | 7.88 | 12.55 | 13.94 | 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 | 11.61 | 14.26 | 21.05 | 34.10 | NA | NA | 65.54 | 9.61 | 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(%) | 0.00 | 5.40 | 5.32 | 5.39 | 4.91 | 5.50 | 4.07 | 4.52 | 0.55 | 6.37 | 6.74 | 4.33 | 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 |
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) |
-2.71%
Oct 2020 - Oct 2023 |
0.54%
Oct 2017 - Oct 2022 |
2.81%
Oct 2013 - Oct 2023 |
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 |
10.03%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart