Data Source: from January 1992 to July 2022
Consolidated Returns as of 31 Jul 2022
Live Update: Aug 15 2022
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$, with a net total return of 199.34% (3.72% annualized).
The Inflation Adjusted Capital now would be 2993.45$, 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$, with a net total return of 254.05% (4.22% annualized).
The Inflation Adjusted Capital now would be 3540.45$, with a net total return of 254.05% (4.22% annualized).
Readings that may interest you
Drawdowns
Worst drawdowns since August 1992.
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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.
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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
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| 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.
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
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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.