Last Update: 31 Aug 2021
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.
ETF Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
| 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
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 |
+7.80% |
+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.
| 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
| 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.