Last Update: 31 Aug 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 6.32% compound annual return, with a 7.80% standard deviation.

In the last 20 years, a 5.66% compound annual return, with a 14.64% 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:

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

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Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+0.33%
0.00%
1 - 0
3M
+2.62%
0.00%
3 - 0
6M
+7.96%
0.00%
6 - 0
YTD
+5.18%
-2.57%
Jan 2021 - Feb 2021
6 - 2
1Y
+12.41%
5.95%
-2.57%
Jan 2021 - Feb 2021
8 - 4
3Y
+6.61%
annualized
11.32%
-16.19%
Feb 2020 - Mar 2020
24 - 12
5Y
+5.11%
annualized
9.17%
-16.19%
Feb 2020 - Mar 2020
39 - 21
10Y
+6.32%
annualized
7.80%
-16.19%
Feb 2020 - Mar 2020
82 - 38
MAX
01 Jan 1992
+7.39%
annualized
12.39%
-58.42%
Apr 2007 - Feb 2009
245 - 111

* 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
+7.80% +120.34%
Mar 2009 - Feb 2010
-54.28%
Mar 2008 - Feb 2009
13.62%
2 Years
+7.00% +56.59%
Mar 2009 - Feb 2011
-35.32%
Mar 2007 - Feb 2009
8.71%
3 Years
+6.79% +37.33%
Mar 2009 - Feb 2012
-23.64%
Mar 2006 - Feb 2009
9.03%
5 Years
+6.69% +23.67%
Mar 2009 - Feb 2014
-13.29%
Mar 2004 - Feb 2009
7.07%
7 Years
+6.52% +18.28%
Mar 2009 - Feb 2016
-5.78%
Mar 2002 - Feb 2009
2.56%
10 Years
+6.42% +13.75%
Mar 2009 - Feb 2019
-2.18%
Mar 1999 - Feb 2009
0.84%
15 Years
+5.86% +10.38%
Jan 1992 - Dec 2006
+1.60%
Mar 1994 - Feb 2009
0.00%
20 Years
+6.41% +7.74%
Feb 1992 - Jan 2012
+5.05%
Apr 2000 - 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

In the table below, for the iShares Preferred and Income Securities ETF (PFF) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

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

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
1.38
77%
0.16
80%
0.95
83%
1.52
77%
1.16
60%
0.51
70%
0.92
63%
0.90
80%
-0.78
52%
0.35
55%
-0.23
62%
1.03
66%
Best
Year
9.7
2008
3.9
1992
20.8
2009
18.4
2009
19.1
2009
4.9
2000
11.9
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
-3.6
2000
-4.3
2010
-9.5
2008
-4.6
2008
-2.2
2013
-24.7
2008
-5.9
2002
-8.1
2007
-3.5
2007

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in iShares Preferred and Income Securities ETF (PFF) ETF: detail of monthly returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+5.18% -1.7 -0.9 3.2 1.2 0.8 1.7 0.6 0.3
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
2007
-15.96% 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% 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% 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% 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% 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% 0.1 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% 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% -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% -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% 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% 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% -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% 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% 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% 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% 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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