Performance analysis of PGF (INVESCO FINANCIAL PREFERRED ETF)
Annual Return
Over the past 3 years, PGF has had an average annual return of +4.73%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, PGF has had an average annual return of -0.76%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, PGF has had an average annual return of +2.15%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Dec 1, 2006, PGF has had an average annual return of +3.26%, underperforming the benchmark SPY, which returned +10.93% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.03% | +3.39% | +6.01% | +7.75% | -19.21% | +2.65% | +7.27% | +14.54% | -2.82% | +10.81% | +0.98% | +9.30% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +14.49% | -1.28% | +20.97% | -1.73% | +15.97% | +38.15% | -27.18% | -15.78% | -0.53% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.78% | +0.45% | -3.40% | +2.60% | -1.12% | -0.32% | +0.16% | +0.03% | |||||
| 2025 | +1.41% | +1.57% | -3.28% | -1.39% | -0.00560% | +1.77% | +1.62% | +1.76% | +1.77% | -0.51% | -1.30% | +0.08% | +3.39% |
| 2024 | +4.25% | +0.92% | +0.84% | -4.33% | +2.55% | +0.09% | +0.79% | +3.60% | +3.30% | -1.75% | +0.21% | -4.18% | +6.01% |
| 2023 | +12.52% | -2.96% | -6.33% | +2.76% | -2.88% | +0.49% | +1.80% | -1.86% | -0.50% | -5.52% | +9.14% | +2.47% | +7.75% |
| 2022 | -4.41% | -3.50% | -1.32% | -7.63% | +4.34% | -3.38% | +5.82% | -4.65% | -2.77% | -3.98% | +5.31% | -3.93% | -19.21% |
| 2021 | -1.84% | -1.63% | +3.01% | +0.72% | +0.67% | +1.98% | -0.45% | -0.30% | +0.11% | +0.16% | -2.43% | +2.79% | +2.65% |
| 2020 | +0.91% | -3.28% | -6.95% | +7.54% | +1.12% | -1.23% | +4.79% | +1.37% | -0.23% | -0.61% | +2.79% | +1.57% | +7.27% |
| 2019 | +4.81% | +0.55% | +1.26% | +0.91% | +0.39% | +0.91% | +2.06% | +0.37% | +0.79% | +0.61% | -0.60% | +1.70% | +14.54% |
| 2018 | -2.07% | +1.36% | +0.36% | -0.84% | +0.74% | +0.98% | -0.10% | +1.15% | -1.19% | -1.43% | -1.66% | -0.08% | -2.82% |
| 2017 | +2.70% | +1.92% | +0.60% | +1.61% | +1.13% | +0.92% | +0.33% | +0.18% | +0.13% | -0.24% | +1.19% | -0.12% | +10.81% |
Drawdown analysis of PGF (INVESCO FINANCIAL PREFERRED ETF)
The maximum drawdown for the PGF was -75.64%, occurring on Mar 9, 2009. Recovery took 521 trading sessions.
The current PGF drawdown is -5.04%.
Since Dec 1, 2006 PGF has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.64% | Feb 1, 2008 | 276 | Mar 9, 2009 | 521 | Mar 31, 2011 | 797 |
| -28.91% | Feb 10, 2020 | 26 | Mar 18, 2020 | 92 | Jul 29, 2020 | 118 |
| -23.39% | Jul 7, 2021 | 576 | Oct 19, 2023 | Ongoing | Ongoing | Ongoing |
| -17.90% | May 15, 2007 | 153 | Dec 20, 2007 | 28 | Feb 1, 2008 | 181 |
| -17.46% | May 20, 2011 | 54 | Aug 8, 2011 | 124 | Feb 3, 2012 | 178 |
| -9.18% | May 7, 2013 | 72 | Aug 19, 2013 | 154 | Mar 31, 2014 | 226 |
| -7.48% | Aug 9, 2016 | 68 | Nov 14, 2016 | 96 | Apr 4, 2017 | 164 |
| -6.73% | Jan 5, 2016 | 26 | Feb 11, 2016 | 30 | Mar 28, 2016 | 56 |
| -6.25% | Jul 6, 2018 | 120 | Dec 27, 2018 | 23 | Jan 31, 2019 | 143 |
| -4.73% | May 7, 2012 | 9 | May 18, 2012 | 21 | Jun 19, 2012 | 30 |
| -4.39% | Dec 17, 2020 | 46 | Feb 25, 2021 | 27 | Apr 6, 2021 | 73 |
| -3.96% | Dec 8, 2017 | 38 | Feb 5, 2018 | 102 | Jul 2, 2018 | 140 |
| -2.78% | Nov 27, 2015 | 11 | Dec 14, 2015 | 9 | Dec 28, 2015 | 20 |
| -2.39% | Oct 13, 2020 | 11 | Oct 28, 2020 | 13 | Nov 16, 2020 | 24 |
| -2.31% | Apr 15, 2015 | 15 | May 6, 2015 | 49 | Jul 16, 2015 | 64 |
| -2.12% | Aug 14, 2015 | 6 | Aug 24, 2015 | 22 | Sep 24, 2015 | 28 |
| -2.09% | Aug 26, 2020 | 20 | Sep 24, 2020 | 5 | Oct 1, 2020 | 25 |
| -2.00% | Oct 18, 2012 | 18 | Nov 15, 2012 | 31 | Jan 2, 2013 | 49 |
| -1.92% | Aug 29, 2014 | 9 | Sep 12, 2014 | 30 | Oct 24, 2014 | 39 |
| -1.79% | Apr 26, 2021 | 12 | May 12, 2021 | 12 | May 28, 2021 | 24 |
| -1.50% | Oct 23, 2019 | 27 | Dec 2, 2019 | 11 | Dec 17, 2019 | 38 |
| -1.48% | Mar 26, 2012 | 18 | Apr 20, 2012 | 9 | May 3, 2012 | 27 |
| -1.43% | Nov 26, 2014 | 13 | Dec 16, 2014 | 10 | Dec 31, 2014 | 23 |
| -1.43% | Jul 11, 2014 | 17 | Aug 5, 2014 | 8 | Aug 15, 2014 | 25 |
| -1.31% | Jun 23, 2016 | 2 | Jun 27, 2016 | 3 | Jun 30, 2016 | 5 |