Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGX (Invesco Preferred ETF) | 0.78% | 6.45% | 4.94% | -0.56% | -18.67% | -10.75% | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGX (Invesco Preferred ETF) | 01/31/2008 | 06/09/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.00 | 6.45 | 4.94 | -0.56 | -18.67 | -10.75 | NA | … | … | 0.78 | 7.06 | 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 | 0.60 | 0.18 | -0.27 | -0.27 | NA | NA | … | … | 0.00 | 0.50 | 0.32 | 0.40 | -1.55 | 0.56 | -0.39 | 3.80 | -1.15 | 2.16 | -0.05 | 1.56 | 4.27 | -0.40 | 3.10 | 0.28 | 1.25 | 0.41 | -0.66 |
| Standard Deviation(%) | NA | 6.19 | 9.02 | 11.11 | 74.19 | NA | NA | … | … | 6.30 | 8.46 | 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 | 4.49 | 11.17 | 24.67 | 93.38 | NA | NA | … | … | 4.05 | 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 | 6.18 | 6.05 | 4.60 | 4.66 | 5.32 | 3.71 | … | … | 2.50 | 5.79 | 5.99 | 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 06/09/2026, Common starting date 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 |
-18.67%
Mar 2016 – Mar 2026 |
-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