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PSK: SPDR ICE Preferred Securities ETF (ETF)
Basic Info 30.57 0.14(0.46%) June 05
| Asset Class: | Preferred Stock |
| MyPlanIQ Rating: | (8%) |
| Start Date: | 09/17/2009 |
| Last Dividend Date: | 06/01/2026 |
| 12-Mo. Yield | 6.82% |
| Expenses | 0.45% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/17/2009 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | -0.7 | 3.3 | 3.2 | -1.0 | 2.1 | 3.5 | 4.6 | 2.7 | 4.8 | 8.9 | -18.9 | 1.6 | 6.8 | 17.6 | -4.6 | 12.4 | -0.7 | 7.8 | 17.6 | -5.7 | 13.5 | 1.2 | 13.9 | 5.7 |
| Sharpe Ratio | NA | -0.68 | 0.1 | -0.01 | -0.33 | 0.04 | NA | 0.34 | -0.02 | 0.14 | 0.37 | -1.43 | 0.28 | 0.24 | 4.1 | -1.25 | 2.79 | -0.12 | 1.44 | 4.41 | -0.85 | 2.94 | 0.08 | 1.39 | 2.6 |
| Draw Down(%) | NA | 4.6 | 5.5 | 10.3 | 22.2 | 30.1 | NA | 30.1 | 7.1 | 7.0 | 15.0 | 21.6 | 4.7 | 30.1 | 1.9 | 8.8 | 1.8 | 9.6 | 3.2 | 2.1 | 12.0 | 3.4 | 13.5 | 9.4 | 5.0 |
| Standard Deviation(%) | NA | 6.2 | 6.0 | 8.7 | 10.7 | 12.1 | NA | 10.7 | 8.3 | 8.5 | 14.3 | 14.3 | 5.4 | 27.9 | 3.9 | 4.8 | 4.2 | 7.8 | 5.4 | 4.0 | 6.8 | 4.6 | 14.4 | 10.0 | 8.1 |
| Treynor Ratio | NA | -0.14 | 0.02 | 0.0 | -0.11 | 0.01 | NA | 0.12 | -0.01 | 0.05 | 0.09 | -0.58 | 0.09 | 0.14 | 1.45 | -0.69 | 0.89 | -0.04 | 0.67 | 2.21 | -0.24 | 0.8 | 0.03 | 0.53 | 1.43 |
| Alpha | NA | -0.04 | -0.02 | -0.02 | -0.03 | -0.01 | NA | 0.0 | -0.01 | -0.01 | -0.02 | -0.06 | -0.01 | 0.0 | 0.05 | -0.02 | 0.03 | -0.01 | 0.03 | 0.06 | -0.05 | 0.04 | 0.0 | 0.04 | 0.07 |
| Beta | NA | 0.3 | 0.25 | 0.27 | 0.32 | 0.34 | NA | 0.3 | 0.22 | 0.24 | 0.59 | 0.35 | 0.17 | 0.47 | 0.11 | 0.09 | 0.13 | 0.22 | 0.11 | 0.08 | 0.24 | 0.17 | 0.37 | 0.26 | 0.15 |
| RSquared | NA | 0.46 | 0.27 | 0.21 | 0.26 | 0.26 | NA | 0.25 | 0.24 | 0.13 | 0.3 | 0.35 | 0.18 | 0.35 | 0.12 | 0.09 | 0.04 | 0.14 | 0.11 | 0.05 | 0.16 | 0.22 | 0.37 | 0.23 | 0.09 |
| Yield(%) | N/A | 2.8 | 6.8 | 6.4 | 4.9 | 5.2 | 5.4 | N/A | 6.4 | 6.4 | 6.5 | 5.0 | 4.9 | 5.5 | 6.0 | 5.9 | 7.2 | 5.5 | 5.4 | 6.2 | 6.8 | 6.7 | 6.7 | 6.4 | 2.2 |
| Dividend Growth(%) | N/A | -58.3 | 0.0 | -1.0 | -19.6 | N/A | N/A | N/A | 0.0 | 0.1 | 0.4 | -0.5 | -11.4 | 1.8 | -6.5 | -15.9 | 22.6 | 3.8 | -3.4 | -18.8 | 7.6 | -4.8 | 10.8 | 207.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/17/2009
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