EPRF ETF

$16.63

Returns Overview

1 Month
-2.31%
3 Months
+0.71%
6 Months
-4.02%
YTD
-4.90%
1 Year
-0.76%
3 Years (annualized)
+2.51%
5 Years (annualized)
-2.30%
10 Years (annualized)
+2.11%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would EPRF have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P US Preferred Stock Index(^SPPREF:SP)
This ETF (YTD)
-4.90%
Peer Avg (YTD)
+2.03%
vs Peers
-6.93%

EPRF ETF Performance

EPRF performance across multiple time periods: 1-month -2.31%, YTD -4.90%, 1-year -0.76%, 3-year 2.51%, 5-year -2.30%, 10-year 2.11%.

EPRF returns trail the peer average of 2.03% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this ETF.

EPRF performance comparison shows side-by-side returns with another fund. EPRF alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-2.31%N/A
3 Months+0.71%N/A
6 Months-4.02%N/A
1 Year-0.76%N/A
3 Years+2.51%N/A
5 Years-2.30%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized