Performance analysis of PGX (INVESCO PREFERRED ETF)
Annual Return
Over the past 3 years, PGX has had an average annual return of +4.76%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, PGX has had an average annual return of -0.83%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, PGX has had an average annual return of +2.18%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Jan 31, 2008, PGX has had an average annual return of +2.86%, underperforming the benchmark SPY, which returned +11.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.35% | +3.47% | +6.53% | +9.51% | -21.15% | +3.15% | +7.12% | +17.09% | -4.00% | +10.47% | +0.85% | +7.92% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |||||
| +16.27% | -2.39% | +14.49% | +3.54% | +11.56% | +19.52% | -33.77% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.91% | +0.56% | -4.08% | +3.03% | -0.81% | -1.10% | +0.29% | -0.35% | |||||
| 2025 | +0.68% | +1.61% | -3.47% | -1.20% | -0.06% | +1.93% | +2.30% | +1.46% | +1.88% | -0.81% | -0.79% | +0.04% | +3.47% |
| 2024 | +3.91% | +0.65% | +0.49% | -4.25% | +2.61% | +0.37% | +0.93% | +3.87% | +3.48% | -1.75% | -0.27% | -3.29% | +6.53% |
| 2023 | +13.70% | -3.00% | -5.46% | +2.02% | -2.73% | +1.44% | +0.98% | -1.48% | -1.65% | -5.51% | +9.83% | +2.76% | +9.51% |
| 2022 | -3.96% | -4.13% | -0.53% | -7.70% | +4.26% | -4.18% | +6.33% | -4.85% | -3.50% | -5.04% | +5.99% | -5.00% | -21.15% |
| 2021 | -2.22% | -1.34% | +3.16% | +0.88% | +0.55% | +1.94% | -0.19% | -0.25% | -0.27% | +0.72% | -2.47% | +2.78% | +3.15% |
| 2020 | +0.95% | -3.92% | -8.35% | +8.46% | +1.65% | -1.37% | +4.71% | +1.80% | -0.86% | -0.20% | +3.08% | +1.95% | +7.12% |
| 2019 | +6.08% | +1.46% | +0.98% | +0.60% | +0.79% | +0.87% | +2.37% | +0.86% | +0.79% | +0.16% | -1.04% | +2.13% | +17.09% |
| 2018 | -2.24% | +1.39% | +0.54% | -1.04% | +1.10% | +1.08% | -0.00695% | +1.36% | -1.59% | -1.70% | -2.39% | -0.48% | -4.00% |
| 2017 | +2.88% | +1.92% | +0.74% | +1.35% | +1.14% | +0.88% | +0.67% | +0.07% | +0.13% | +0.01% | +0.66% | -0.42% | +10.47% |
Drawdown analysis of PGX (INVESCO PREFERRED ETF)
The maximum drawdown for the PGX was -66.38%, occurring on Mar 6, 2009. Recovery took 862 trading sessions.
The current PGX drawdown is -5.43%.
Since Jan 31, 2008 PGX has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.38% | Feb 6, 2008 | 272 | Mar 6, 2009 | 862 | Aug 6, 2012 | 1134 |
| -34.10% | Feb 11, 2020 | 25 | Mar 18, 2020 | 105 | Aug 17, 2020 | 130 |
| -24.65% | Nov 5, 2021 | 490 | Oct 19, 2023 | Ongoing | Ongoing | Ongoing |
| -9.56% | May 8, 2013 | 71 | Aug 19, 2013 | 154 | Mar 31, 2014 | 225 |
| -8.04% | Aug 31, 2018 | 78 | Dec 24, 2018 | 33 | Feb 12, 2019 | 111 |
| -7.58% | Sep 7, 2016 | 48 | Nov 14, 2016 | 95 | Apr 3, 2017 | 143 |
| -6.12% | Jan 5, 2016 | 26 | Feb 11, 2016 | 29 | Mar 24, 2016 | 55 |
| -4.24% | Dec 8, 2017 | 38 | Feb 5, 2018 | 102 | Jul 2, 2018 | 140 |
| -4.13% | Dec 31, 2020 | 37 | Feb 25, 2021 | 26 | Apr 5, 2021 | 63 |
| -3.13% | Aug 14, 2015 | 6 | Aug 24, 2015 | 22 | Sep 24, 2015 | 28 |
| -2.68% | Dec 1, 2015 | 9 | Dec 14, 2015 | 9 | Dec 28, 2015 | 18 |
| -2.42% | Apr 15, 2015 | 15 | May 6, 2015 | 50 | Jul 17, 2015 | 65 |
| -2.17% | Sep 22, 2021 | 9 | Oct 5, 2021 | 22 | Nov 4, 2021 | 31 |
| -2.07% | Aug 26, 2020 | 20 | Sep 24, 2020 | 7 | Oct 5, 2020 | 27 |
| -2.02% | Nov 6, 2012 | 7 | Nov 15, 2012 | 32 | Jan 3, 2013 | 39 |
| -1.97% | Oct 23, 2019 | 30 | Dec 5, 2019 | 10 | Dec 19, 2019 | 40 |
| -1.93% | Oct 13, 2020 | 11 | Oct 28, 2020 | 8 | Nov 9, 2020 | 19 |
| -1.91% | Aug 29, 2014 | 9 | Sep 12, 2014 | 28 | Oct 22, 2014 | 37 |
| -1.88% | Nov 26, 2014 | 13 | Dec 16, 2014 | 10 | Dec 31, 2014 | 23 |
| -1.72% | Apr 26, 2021 | 12 | May 12, 2021 | 12 | May 28, 2021 | 24 |
| -1.70% | Jul 6, 2018 | 18 | Aug 1, 2018 | 22 | Aug 31, 2018 | 40 |
| -1.66% | Sep 5, 2019 | 6 | Sep 13, 2019 | 6 | Sep 23, 2019 | 12 |
| -1.64% | Jul 28, 2014 | 6 | Aug 5, 2014 | 8 | Aug 15, 2014 | 14 |
| -1.42% | Jul 7, 2021 | 14 | Jul 27, 2021 | 40 | Sep 22, 2021 | 54 |
| -1.27% | Mar 31, 2016 | 2 | Apr 4, 2016 | 11 | Apr 19, 2016 | 13 |