Performance analysis of PFXF (VANECK PREFERRED SECURITIES EX FINANCIALS ETF)
Annual Return
Over the past 3 years, PFXF has had an average annual return of +7.50%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, PFXF has had an average annual return of +3%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, PFXF has had an average annual return of +4.46%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jul 19, 2012, PFXF has had an average annual return of +5.21%, underperforming the benchmark SPY, which returned +14.82% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.98% | +9.63% | +8.42% | +11.18% | -18.84% | +11.60% | +7.61% | +20.51% | -4.17% | +7.92% | +6.62% | -1.50% |
| 2014 | 2013 | 2012 | |||||||||
| +15.93% | -2.10% | +4.44% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.51% | +0.59% | -3.86% | +5.95% | +2.84% | -5.43% | -1.14% | +1.98% | |||||
| 2025 | +0.98% | +0.03% | -3.21% | -0.08% | +2.29% | +1.87% | +2.98% | +1.26% | +1.26% | -0.03% | +0.06% | +1.96% | +9.63% |
| 2024 | +2.33% | +1.42% | +0.03% | -3.07% | +3.89% | -1.33% | +0.33% | +3.68% | +3.31% | -1.26% | +0.86% | -1.79% | +8.42% |
| 2023 | +9.87% | -1.86% | -1.47% | +0.47% | -1.60% | +3.39% | +0.29% | +0.02% | -3.13% | -5.16% | +8.35% | +2.52% | +11.18% |
| 2022 | -4.94% | -2.72% | +2.41% | -6.41% | +2.25% | -6.67% | +6.40% | -3.43% | -6.15% | -1.45% | +4.23% | -3.14% | -18.84% |
| 2021 | -1.22% | -1.17% | +4.26% | +1.44% | +0.43% | +1.54% | +1.44% | +0.71% | -1.44% | +3.01% | -2.50% | +4.80% | +11.60% |
| 2020 | +1.73% | -5.95% | -14.08% | +11.39% | +1.92% | -1.42% | +5.60% | +2.08% | -0.83% | +0.77% | +5.40% | +3% | +7.61% |
| 2019 | +7.56% | +1.49% | +1.12% | +0.52% | +0.46% | +2.20% | +2.02% | +0.78% | +1.18% | -0.07% | -0.50% | +2.27% | +20.51% |
| 2018 | -1.94% | -0.00759% | +0.63% | +0.17% | +0.65% | +2.63% | +0.25% | +1.94% | -1.58% | -3.09% | -1.33% | -2.41% | -4.17% |
| 2017 | +2.18% | +2.13% | +0.42% | +1.22% | +0.35% | +0.45% | +0.59% | +0.56% | -0.11% | +0.31% | +0.19% | -0.58% | +7.92% |
Drawdown analysis of PFXF (VANECK PREFERRED SECURITIES EX FINANCIALS ETF)
The maximum drawdown for the PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 164 trading sessions.
The current PFXF drawdown is -6.93%.
Since Jul 19, 2012 PFXF has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.50% | Feb 5, 2020 | 29 | Mar 18, 2020 | 164 | Nov 9, 2020 | 193 |
| -21.80% | Dec 31, 2021 | 203 | Oct 21, 2022 | 477 | Sep 17, 2024 | 680 |
| -11.89% | Oct 16, 2024 | 117 | Apr 7, 2025 | 60 | Jul 3, 2025 | 177 |
| -10.73% | Aug 29, 2018 | 80 | Dec 24, 2018 | 40 | Feb 22, 2019 | 120 |
| -9.71% | May 21, 2013 | 62 | Aug 19, 2013 | 133 | Feb 28, 2014 | 195 |
| -8.39% | Jul 29, 2016 | 75 | Nov 14, 2016 | 115 | May 2, 2017 | 190 |
| -8.09% | May 18, 2015 | 146 | Dec 14, 2015 | 64 | Mar 17, 2016 | 210 |
| -7.41% | Jun 2, 2026 | 32 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -5.83% | Feb 25, 2026 | 23 | Mar 30, 2026 | 12 | Apr 16, 2026 | 35 |
| -5.04% | Dec 11, 2017 | 40 | Feb 8, 2018 | 84 | Jun 11, 2018 | 124 |
| -4.92% | Oct 27, 2025 | 18 | Nov 20, 2025 | 19 | Dec 18, 2025 | 37 |
| -3.70% | Oct 18, 2012 | 18 | Nov 15, 2012 | 30 | Dec 31, 2012 | 48 |
| -3.44% | May 11, 2026 | 6 | May 19, 2026 | 7 | May 29, 2026 | 13 |
| -3.04% | Jan 20, 2021 | 25 | Feb 25, 2021 | 11 | Mar 12, 2021 | 36 |
| -3.03% | Nov 5, 2021 | 14 | Nov 26, 2021 | 15 | Dec 17, 2021 | 29 |
| -2.72% | Jul 28, 2014 | 6 | Aug 5, 2014 | 11 | Aug 20, 2014 | 17 |
| -2.70% | Sep 2, 2021 | 21 | Oct 4, 2021 | 12 | Oct 20, 2021 | 33 |
| -2.55% | Nov 26, 2014 | 12 | Dec 15, 2014 | 9 | Dec 29, 2014 | 21 |
| -2.50% | Apr 26, 2021 | 12 | May 12, 2021 | 14 | Jun 2, 2021 | 26 |
| -2.47% | Feb 3, 2015 | 24 | Mar 10, 2015 | 38 | May 4, 2015 | 62 |
| -2.44% | Aug 29, 2014 | 30 | Oct 13, 2014 | 15 | Nov 3, 2014 | 45 |
| -2.38% | Jan 27, 2026 | 7 | Feb 5, 2026 | 7 | Feb 17, 2026 | 14 |
| -1.89% | Oct 8, 2025 | 2 | Oct 10, 2025 | 11 | Oct 27, 2025 | 13 |
| -1.82% | May 4, 2015 | 2 | May 6, 2015 | 6 | May 14, 2015 | 8 |
| -1.79% | Oct 23, 2019 | 28 | Dec 3, 2019 | 9 | Dec 16, 2019 | 37 |