PREF ETF

PREF ETF
$18.87
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Returns Overview

1 Month
-0.57%
3 Months
+0.48%
6 Months
+1.05%
YTD
+1.54%
1 Year
+5.00%
3 Years (annualized)
+8.22%
5 Years (annualized)
+2.78%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PREF 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA Merrill Lynch US Investment Grade Institutional Capital Securities Index
This ETF (YTD)
+1.54%
Peer Avg (YTD)
+2.62%
vs Peers
-1.08%

PREF ETF Performance

PREF performance across multiple time periods: 1-month -0.57%, YTD 1.54%, 1-year 5.00%, 3-year 8.22%, 5-year 2.78%.

PREF returns trail the peer average of 2.62% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this ETF.

PREF vs another fund shows side-by-side returns. PREF alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.57%N/A
3 Months+0.48%N/A
6 Months+1.05%N/A
1 Year+5.00%N/A
3 Years+8.22%N/A
5 Years+2.78%N/A

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