Data Source: from January 1992 to July 2022
Consolidated Returns as of 31 Jul 2022
Live Update: Aug 15 2022
Category: Stocks
ETF: iShares Preferred and Income Securities ETF (PFF)
ETF • LIVE PERFORMANCE (USD currency)
0.28%
1 Day
Aug 15 2022
1.80%
Current Month
August 2022

In the last 30 Years, the iShares Preferred and Income Securities ETF (PFF) ETF obtained a 6.33% compound annual return, with a 12.49% standard deviation.

In 2021, the ETF granted a 4.65% dividend yield. If you are interested in getting periodic income, please refer to the iShares Preferred and Income Securities ETF (PFF) ETF: 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 part of the following Lazy Portfolios:

Portfolio Name Author PFF Weight
Dynamic 40/60 Income 20.0%
Dynamic 60/40 Income 20.0%

Historical Returns as of Jul 31, 2022

Historical returns and stats of iShares Preferred and Income Securities ETF (PFF) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

ISHARES PREFERRED AND INCOME SECURITIES ETF (PFF) ETF
Consolidated returns as of 31 Jul 2022
Data Source: from January 1992 to July 2022
Swipe left to see all data
Period Return (%)
as of Jul 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Jul 2022
6.17
6.19
0.00
1 - 0
3M
3.64
1.14
-4.98
Jun 2022 - Jun 2022
2 - 1
6M
-5.59
-10.41
-11.08
Feb 2022 - Jun 2022
3 - 3
YTD
-9.85
-15.17
-15.10
Jan 2022 - Jun 2022
3 - 4
1Y
-7.87
-15.11
12.53
-15.10
Jan 2022 - Jun 2022
6 - 6
50% pos
3Y(*)
2.34
-2.45
12.92
-16.20
Feb 2020 - Mar 2020
22 - 14
61% pos
5Y(*)
2.69
-1.15
10.61
-16.20
Feb 2020 - Mar 2020
36 - 24
60% pos
10Y(*)
4.39
1.74
8.08
-16.20
Feb 2020 - Mar 2020
79 - 41
66% pos
15Y(*)
3.93
1.52
16.74
-56.58
Aug 2007 - Feb 2009
116 - 64
64% pos
20Y(*)
5.06
2.48
14.91
-58.42
Apr 2007 - Feb 2009
155 - 85
65% pos
25Y(*)
5.36
2.81
13.51
-58.42
Apr 2007 - Feb 2009
194 - 106
65% pos
30Y(*)
6.33
3.72
12.49
-58.42
Apr 2007 - Feb 2009
243 - 117
68% pos
MAX(*)
01 Jan 1992
6.86
4.22
12.44
-58.42
Apr 2007 - Feb 2009
250 - 117
68% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Jul 2022. Current inflation (annualized) is 1Y: 8.52% , 5Y: 3.89% , 10Y: 2.60% , 30Y: 2.52%

ETF Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

Correlations as of Jul 31, 2022

Monthly correlations of iShares Preferred and Income Securities ETF (PFF) ETF vs the main Asset Classes, over different timeframes.

Columns are sortable (click on table header to sort).

ISHARES PREFERRED AND INCOME SECURITIES ETF (PFF) ETF
Monthly correlations as of 31 Jul 2022
Swipe left to see all data
Correlation vs PFF
 
Asset Class 1 Year 5 Years 10 Years 30 Years Since
Jan 1992
US Total Stock Market
VTI
0.91
0.82
0.74
0.45
0.45
US Large Cap
SPY
0.91
0.82
0.73
0.45
0.45
US Small Cap
IJR
0.93
0.76
0.64
0.41
0.41
US REITs
VNQ
0.77
0.80
0.73
0.50
0.50
US Technology
QQQ
0.86
0.73
0.66
0.29
0.29
EAFE Stocks
EFA
0.94
0.74
0.65
0.46
0.46
World All Countries
VT
0.93
0.81
0.73
0.49
0.48
Emerging Markets
EEM
0.70
0.58
0.51
0.38
0.38
Europe
VGK
0.89
0.74
0.65
0.46
0.46
Pacific
VPL
0.92
0.70
0.59
0.40
0.39
Latin America
FLLA
0.49
0.60
0.55
0.36
0.36
US Total Bond Market
BND
0.80
0.54
0.54
0.31
0.31
Long Term Treasuries
TLT
0.53
0.06
0.16
0.08
0.08
US Cash
BIL
0.13
-0.18
-0.13
-0.09
-0.08
TIPS
TIP
0.71
0.62
0.55
0.33
0.34
Investment Grade Bonds
LQD
0.90
0.74
0.71
0.58
0.58
High Yield Bonds
HYG
0.90
0.89
0.80
0.64
0.64
International Bond Market
BNDX
0.68
0.59
0.56
0.34
0.34
Emerging Market Bonds
EMB
0.95
0.81
0.76
0.38
0.38
Gold
GLD
0.02
0.21
0.19
0.03
0.03
Commodities
DBC
0.06
0.37
0.25
0.22
0.22

Capital Growth as of Jul 31, 2022

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) ETF: Dividend Yield page.

An investment of 1000$, since August 1992, now would be worth 6312.36$, with a total return of 531.24% (6.33% annualized).

The Inflation Adjusted Capital now would be 2993.45$, with a net total return of 199.34% (3.72% annualized).
An investment of 1000$, since January 1992, now would be worth 7606.61$, with a total return of 660.66% (6.86% annualized).

The Inflation Adjusted Capital now would be 3540.45$, with a net total return of 254.05% (4.22% annualized).

Drawdowns

Worst drawdowns since August 1992.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-58.42% Apr 2007 Feb 2009 23 Jan 2011 23 46
-16.20% Feb 2020 Mar 2020 2 Nov 2020 8 10
-15.10% Jan 2022 Jun 2022 6 in progress 1 7
-9.23% Jun 2011 Sep 2011 4 Feb 2012 5 9
-7.50% Sep 2018 Dec 2018 4 Apr 2019 4 8
-6.83% Apr 1994 Nov 1994 8 Apr 1995 5 13
-6.01% Apr 2000 May 2000 2 Aug 2000 3 5
-5.94% Oct 2002 Oct 2002 1 Jan 2003 3 4
-5.48% May 2013 Aug 2013 4 Feb 2014 6 10
-5.30% Sep 2016 Nov 2016 3 Apr 2017 5 8
-4.89% Apr 2004 Jun 2004 3 Sep 2004 3 6
-3.37% May 1999 Nov 1999 7 Mar 2000 4 11
-3.14% Sep 2005 Oct 2005 2 Feb 2006 4 6
-2.58% Jan 2021 Feb 2021 2 Mar 2021 1 3
-2.40% Jul 2003 Jul 2003 1 Sep 2003 2 3
-2.10% Nov 2021 Nov 2021 1 Dec 2021 1 2
-2.01% Jul 1998 Oct 1998 4 Dec 1998 2 6
-1.86% Mar 2006 Jun 2006 4 Aug 2006 2 6
-1.70% Dec 2017 Jan 2018 2 Jun 2018 5 7
-1.68% Jul 2005 Jul 2005 1 Aug 2005 1 2

Worst drawdowns since January 1992.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-58.42% Apr 2007 Feb 2009 23 Jan 2011 23 46
-16.20% Feb 2020 Mar 2020 2 Nov 2020 8 10
-15.10% Jan 2022 Jun 2022 6 in progress 1 7
-9.23% Jun 2011 Sep 2011 4 Feb 2012 5 9
-7.50% Sep 2018 Dec 2018 4 Apr 2019 4 8
-6.83% Apr 1994 Nov 1994 8 Apr 1995 5 13
-6.01% Apr 2000 May 2000 2 Aug 2000 3 5
-5.94% Oct 2002 Oct 2002 1 Jan 2003 3 4
-5.48% May 2013 Aug 2013 4 Feb 2014 6 10
-5.30% Sep 2016 Nov 2016 3 Apr 2017 5 8
-4.89% Apr 2004 Jun 2004 3 Sep 2004 3 6
-3.37% May 1999 Nov 1999 7 Mar 2000 4 11
-3.14% Sep 2005 Oct 2005 2 Feb 2006 4 6
-2.58% Jan 2021 Feb 2021 2 Mar 2021 1 3
-2.40% Jul 2003 Jul 2003 1 Sep 2003 2 3
-2.10% Nov 2021 Nov 2021 1 Dec 2021 1 2
-2.01% Jul 1998 Oct 1998 4 Dec 1998 2 6
-1.86% Mar 2006 Jun 2006 4 Aug 2006 2 6
-1.70% Dec 2017 Jan 2018 2 Jun 2018 5 7
-1.68% Jul 2005 Jul 2005 1 Aug 2005 1 2

Rolling Returns ( more details)

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

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
7.58 120.34
Mar 2009 - Feb 2010
-54.28
Mar 2008 - Feb 2009
14.61%
2 Years
6.95 56.59
Mar 2009 - Feb 2011
-35.33
Mar 2007 - Feb 2009
8.43%
3 Years
6.74 37.33
Mar 2009 - Feb 2012
-23.64
Mar 2006 - Feb 2009
8.73%
5 Years
6.60 23.67
Mar 2009 - Feb 2014
-13.29
Mar 2004 - Feb 2009
6.82%
7 Years
6.43 18.28
Mar 2009 - Feb 2016
-5.78
Mar 2002 - Feb 2009
2.46%
10 Years
6.37 13.75
Mar 2009 - Feb 2019
-2.18
Mar 1999 - Feb 2009
0.81%
15 Years
5.75 10.38
Jan 1992 - Dec 2006
1.60
Mar 1994 - Feb 2009
0.00%
20 Years
6.31 7.74
Feb 1992 - Jan 2012
4.75
Jul 2002 - Jun 2022
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

iShares Preferred and Income Securities ETF (PFF) ETF: in which months is it better to invest?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.

For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
1.19
74%
0.06
77%
0.93
84%
1.26
74%
1.21
61%
0.33
68%
1.09
65%
0.90
80%
-0.80
50%
0.40
57%
-0.29
60%
1.11
67%
Best
Year
9.7
2008
3.9
1992
20.8
2009
18.4
2009
19.1
2009
4.9
2000
11.8
2009
3.3
2006
5.2
2009
5.4
2011
4.6
1996
10.9
2008
Worst
Year
-11.7
2009
-25.4
2009
-11.9
2020
-6.4
2022
-4.3
2010
-9.5
2008
-4.6
2008
-2.2
2013
-24.6
2008
-5.9
2002
-8.1
2007
-3.5
2007
Statistics calculated for the period Jan 1992 - Jul 2022

Monthly/Yearly Returns

iShares Preferred and Income Securities ETF (PFF) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
250 Positive Months (68%) - 117 Negative Months (32%)
Jan 1992 - Jul 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-9.85 -15.17 -4.5 -3.0 0.4 -6.4 2.7 -5.0 6.2
2021
+7.13 +0.09 -1.7 -0.9 3.2 1.2 0.8 1.7 0.6 0.3 -1.1 1.8 -2.1 3.3
2020
+7.44 +6.00 1.5 -4.9 -11.9 9.5 1.9 -0.9 5.0 1.9 -0.2 -0.2 4.6 2.6
2019
+15.92 +13.33 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 -6.42 -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 +5.86 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 -0.76 -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 +3.52 1.3 1.0 0.3 0.0 0.0 -1.0 1.4 -0.7 -0.7 2.2 0.7 -0.1
2014
+14.11 +13.25 3.0 2.3 1.7 1.8 1.2 0.6 -0.5 1.8 -0.8 1.1 1.2 -0.1
2013
-0.98 -2.45 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 +16.18 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 -4.82 0.7 1.6 1.0 1.6 0.6 -0.5 -1.9 -1.9 -5.2 5.4 -3.1 0.1
2010
+13.81 +12.14 1.0 3.7 1.8 0.0 -4.3 1.9 6.9 2.3 0.4 0.1 -0.6 0.3
2009
+38.67 +35.00 -11.7 -25.4 20.8 18.4 19.1 3.0 11.8 -1.9 5.2 -3.5 1.5 6.0
2008
-23.94 -24.01 9.7 -0.1 -5.7 6.3 -0.4 -9.5 -4.6 0.1 -24.6 4.3 -7.8 10.9
2007
-15.96 -19.25 0.4 0.3 0.6 -0.1 -0.8 -1.3 -2.1 -0.2 -3.6 1.6 -8.1 -3.5
2006
+8.27 +5.59 0.9 1.5 -0.5 -0.6 -0.3 -0.5 0.2 3.3 1.5 1.6 0.9 0.0
2005
+3.79 +0.36 1.8 0.7 -1.4 2.2 0.8 0.3 -1.7 2.3 -2.3 -0.8 0.7 1.4
2004
+7.84 +4.44 2.7 1.5 0.5 -2.0 -2.5 -0.5 0.6 2.5 2.6 -0.2 -1.0 3.6
2003
+25.47 +23.16 6.5 1.3 0.8 2.4 5.4 2.5 -2.4 2.4 3.2 -0.1 0.0 1.2
2002
+3.08 +0.69 0.1 0.1 -0.3 0.5 -0.3 0.9 0.0 2.7 0.2 -5.9 3.6 1.8
2001
+15.64 +13.87 0.6 2.6 1.3 -0.6 1.3 2.4 3.5 1.8 -1.6 2.9 1.0 -0.4
2000
+5.20 +1.76 -0.1 -1.2 2.3 -3.6 -2.5 4.9 1.3 1.5 1.5 -1.0 0.9 1.2
1999
+0.35 -2.27 -0.2 0.7 0.6 0.1 -0.1 -0.6 -1.2 0.0 -0.8 -0.3 -0.5 2.6
1998
+5.73 +4.05 0.9 0.6 0.9 0.4 1.5 1.1 -0.8 0.3 -0.4 -1.2 1.1 1.1
1997
+15.54 +13.60 0.1 2.4 1.8 0.0 1.4 1.4 2.1 1.1 1.5 1.2 0.3 1.3
1996
+12.31 +8.70 -0.2 0.0 1.3 0.4 2.0 0.7 0.0 0.5 1.0 2.3 4.6 -0.7
1995
+22.94 +19.90 2.2 2.8 0.9 2.3 5.4 1.2 -0.3 2.4 1.3 1.4 1.4 0.0
1994
-5.25 -7.72 0.9 0.6 0.2 -2.1 -1.0 0.4 0.1 0.3 -1.4 -1.0 -2.3 0.0
1993
+15.14 +12.06 1.8 3.3 1.2 1.9 0.3 1.6 1.6 0.9 1.0 1.2 -1.1 0.5
1992
+24.90 +21.38 4.8 3.9 1.2 1.8 3.8 0.3 3.1 1.9 0.4 0.3 0.1 1.0

ETF Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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