Last Update: 28 Feb 2021
In the last 10 years, the iShares Preferred and Income Securities ETF (PFF) ETF obtained a 5.38% compound annual return, with a 7.83% standard deviation.
In 2020, the portfolio granted a 4.57% dividend yield. If you are interested in getting periodic income, please refer to the iShares Preferred and Income Securities ETF (PFF): Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Preferred Stock
- Size: Multi Cap
- Style: Blend
- Region: North America
- Country: U.S.
The iShares Preferred and Income Securities ETF (PFF) ETF is present in the following Lazy Portfolios:
| Portfolio Name | Author | ETF Weight |
|---|---|---|
| Dynamic 40/60 Income | 20.0% | |
| Dynamic 60/40 Income | 20.0% |
Capital Growth and Historical Returns
Capital growth, returns, stats are calculated assuming a reinvestment of dividends.
If you are interested in getting periodic income, please refer to the iShares Preferred and Income Securities ETF (PFF): Dividend Yield page.
| Period | Returns Feb 2021 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
-0.88%
|
-0.88%
Feb 2021 - Feb 2021
|
0 - 1 | |
|
3M
|
-0.01%
|
-2.57%
Jan 2021 - Feb 2021
|
1 - 2 | |
|
6M
|
+4.12%
|
-2.57%
Jan 2021 - Feb 2021
|
2 - 4 | |
|
YTD
|
-2.58%
|
-2.57%
Jan 2021 - Feb 2021
|
0 - 2 | |
|
1Y
|
+8.39%
|
16.97%
|
-11.90%
Mar 2020 - Mar 2020
|
6 - 6 |
|
3Y
|
+5.31%
annualized
|
11.25%
|
-16.19%
Feb 2020 - Mar 2020
|
23 - 13 |
|
5Y
|
+5.04%
annualized
|
9.14%
|
-16.19%
Feb 2020 - Mar 2020
|
39 - 21 |
|
10Y
|
+5.38%
annualized
|
7.83%
|
-16.19%
Feb 2020 - Mar 2020
|
79 - 41 |
|
MAX
01 Jan 2008
|
+5.70%
annualized
|
17.24%
|
-54.39%
May 2008 - Feb 2009
|
104 - 54 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns ( more details)
iShares Preferred and Income Securities ETF (PFF) ETF: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+7.52% |
+120.34% Mar 2009 - Feb 2010 |
-54.28% Mar 2008 - Feb 2009 |
11.56% |
| 2 Years |
+7.62% |
+56.59% Mar 2009 - Feb 2011 |
-2.84% Apr 2018 - Mar 2020 |
2.22% |
| 3 Years |
+7.03% |
+37.33% Mar 2009 - Feb 2012 |
-1.09% Apr 2017 - Mar 2020 |
0.81% |
| 5 Years |
+6.81% |
+23.67% Mar 2009 - Feb 2014 |
+0.92% Apr 2015 - Mar 2020 |
0.00% |
| 7 Years |
+6.80% |
+18.28% Mar 2009 - Feb 2016 |
+2.37% Apr 2013 - Mar 2020 |
0.00% |
| 10 Years |
+6.87% |
+13.75% Mar 2009 - Feb 2019 |
+4.15% Apr 2010 - Mar 2020 |
0.00% |
* Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the iShares Preferred and Income Securities ETF (PFF) ETF: Rolling Returns page.
Seasonality and Yearly/Monthly Returns
iShares Preferred and Income Securities ETF (PFF) ETF Seasonality
| Months | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average | 1.3 | -1.2 | 1.1 | 3.2 | 1.5 | -0.1 | 1.8 | 0.2 | -2.1 | 0.6 | -0.6 | 1.5 |
| Best |
9.7 2008 |
3.7 2010 |
20.8 2009 |
18.4 2009 |
19.1 2009 |
3.0 2009 |
11.9 2009 |
2.3 2010 |
5.2 2009 |
5.4 2011 |
4.6 2020 |
10.9 2008 |
| Worst |
-11.7 2009 |
-25.4 2009 |
-11.9 2020 |
-0.7 2018 |
-4.3 2010 |
-9.5 2008 |
-4.6 2008 |
-2.2 2013 |
-24.7 2008 |
-3.5 2009 |
-7.8 2008 |
-1.5 2018 |
| Gain Frequency |
71 | 71 | 85 | 92 | 62 | 62 | 69 | 62 | 38 | 62 | 54 | 62 |
Detail of Monthly Returns
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2021 |
-2.58% | -1.7 | -0.9 | ||||||||||
| 2020 |
+7.44% | 1.5 | -4.9 | -11.9 | 9.5 | 1.9 | -1.0 | 5.0 | 1.9 | -0.3 | -0.2 | 4.6 | 2.6 |
| 2019 |
+15.92% | 5.6 | 0.6 | 1.5 | 0.7 | 0.3 | 1.3 | 1.8 | 0.6 | 0.8 | 0.4 | -0.4 | 1.9 |
| 2018 |
-4.63% | -1.2 | 0.3 | 0.5 | -0.7 | 0.8 | 1.8 | 0.2 | 1.4 | -1.7 | -2.2 | -2.2 | -1.5 |
| 2017 |
+8.10% | 2.4 | 2.1 | 0.5 | 1.3 | 0.6 | 0.8 | 0.7 | -0.1 | -0.2 | -0.4 | 0.7 | -0.5 |
| 2016 |
+1.30% | -1.0 | 0.1 | 2.4 | 0.9 | 1.5 | 1.2 | 1.4 | 0.0 | -1.1 | -1.0 | -3.3 | 0.3 |
| 2015 |
+4.27% | 1.3 | 1.0 | 0.3 | 0.0 | 0.0 | -1.0 | 1.4 | -0.8 | -0.7 | 2.2 | 0.7 | -0.1 |
| 2014 |
+14.11% | 3.0 | 2.3 | 1.8 | 1.8 | 1.3 | 0.6 | -0.5 | 1.8 | -0.8 | 1.1 | 1.2 | -0.1 |
| 2013 |
-0.98% | 1.3 | 0.5 | 1.1 | 1.1 | -0.7 | -2.2 | -0.5 | -2.2 | 0.7 | 0.9 | 0.3 | -1.3 |
| 2012 |
+18.20% | 7.1 | 3.0 | 0.2 | 0.2 | -1.2 | 2.4 | 1.5 | 1.5 | 0.7 | 1.0 | 0.2 | 0.4 |
| 2011 |
-2.00% | 0.7 | 1.7 | 1.0 | 1.6 | 0.6 | -0.6 | -1.9 | -1.9 | -5.2 | 5.4 | -3.1 | 0.1 |
| 2010 |
+13.81% | 1.0 | 3.7 | 1.8 | 0.1 | -4.3 | 1.9 | 6.9 | 2.3 | 0.4 | 0.2 | -0.6 | 0.3 |
| 2009 |
+38.67% | -11.7 | -25.4 | 20.8 | 18.4 | 19.1 | 3.0 | 11.9 | -1.9 | 5.2 | -3.5 | 1.5 | 6.0 |
| 2008 |
-23.94% | 9.7 | -0.1 | -5.7 | 6.3 | -0.4 | -9.5 | -4.6 | 0.1 | -24.7 | 4.3 | -7.8 | 10.9 |