Last Update: 28 Feb 2021

Category: Stocks
ETF: iShares Preferred and Income Securities ETF (PFF)

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.

Capital Growth:
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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

Drawdonws Chart:

Rolling Returns ( more details)

iShares Preferred and Income Securities ETF (PFF) ETF: annualized rolling and average returns

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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

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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

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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
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