Performance analysis of PREF (PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF)
Annual Return
Over the past 3 years, PREF has had an average annual return of +8.77%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, PREF has had an average annual return of +2.88%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Jul 26, 2017, PREF has had an average annual return of +4.12%, underperforming the benchmark SPY, which returned +14.88% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.91% | +7.64% | +11.43% | +7.36% | -11.80% | +2.08% | +7.52% | +17.32% | -5.45% | +2.04% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.31% | +1% | -1.76% | +1.52% | +0.60% | +0.50% | -0.24% | +1.91% | |||||
| 2025 | +0.81% | +0.55% | -0.07% | -0.69% | +1.75% | +1.57% | +0.19% | +1% | +0.93% | +0.68% | +0.13% | +0.56% | +7.64% |
| 2024 | +2.35% | +0.56% | +1.54% | -0.44% | +1.45% | +0.56% | +1.43% | +1.12% | +1.85% | -0.65% | +1.15% | +0% | +11.43% |
| 2023 | +5.26% | -1.84% | -3.12% | +0.14% | -0.32% | +1.11% | +2.42% | -0.62% | -1.10% | -2.49% | +4.80% | +3.29% | +7.36% |
| 2022 | -2.08% | -3.16% | -0.58% | -3.14% | -1.75% | -3.43% | +5.20% | -1.69% | -4.95% | -0.26% | +2.89% | +0.90% | -11.80% |
| 2021 | -0.15% | -0.70% | +0.05% | +1.46% | +0.38% | +0.89% | +0.69% | +0.59% | -0.16% | -0.50% | -1.55% | +1.10% | +2.08% |
| 2020 | +1.56% | -0.46% | -13.14% | +8.75% | +2.17% | +0.91% | +2.99% | +1.96% | -0.36% | +0.09% | +2.87% | +1.37% | +7.52% |
| 2019 | +3.76% | +1.47% | +1.27% | +1.18% | +0.23% | +2.14% | +1.14% | +1.29% | +1.01% | +1.47% | +0.35% | +0.83% | +17.32% |
| 2018 | +0.30% | -1.40% | -0.97% | -0.28% | -0.98% | +0.05% | +0.90% | +0.18% | +0.19% | -1.09% | -1.25% | -1.21% | -5.45% |
| 2017 | +0.63% | -0.03% | +1.02% | +0.07% | +0.04% | +0.29% | +2.04% |
Drawdown analysis of PREF (PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF)
The maximum drawdown for the PREF was -22.99%, occurring on Mar 19, 2020. Recovery took 110 trading sessions.
The current PREF drawdown is -0.37%.
Since Jul 26, 2017 PREF has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.99% | Feb 21, 2020 | 19 | Mar 19, 2020 | 110 | Aug 25, 2020 | 129 |
| -16.99% | Sep 16, 2021 | 279 | Oct 25, 2022 | 429 | Jul 12, 2024 | 708 |
| -6.42% | Jan 16, 2018 | 237 | Dec 24, 2018 | 58 | Mar 20, 2019 | 295 |
| -2.88% | Feb 24, 2026 | 23 | Mar 27, 2026 | 41 | May 27, 2026 | 64 |
| -2.56% | Mar 20, 2025 | 15 | Apr 10, 2025 | 21 | May 12, 2025 | 36 |
| -1.98% | Feb 11, 2021 | 16 | Mar 8, 2021 | 31 | Apr 21, 2021 | 47 |
| -1.50% | Dec 5, 2017 | 3 | Dec 8, 2017 | 11 | Dec 26, 2017 | 14 |
| -1.19% | Sep 17, 2020 | 5 | Sep 24, 2020 | 30 | Nov 5, 2020 | 35 |
| -0.99% | Oct 17, 2024 | 10 | Oct 31, 2024 | 17 | Nov 25, 2024 | 27 |
| -0.97% | Oct 28, 2025 | 15 | Nov 18, 2025 | 23 | Dec 22, 2025 | 38 |
| -0.90% | Jan 6, 2025 | 4 | Jan 13, 2025 | 12 | Jan 30, 2025 | 16 |
| -0.90% | Aug 1, 2024 | 3 | Aug 6, 2024 | 8 | Aug 16, 2024 | 11 |
| -0.86% | Oct 30, 2017 | 12 | Nov 15, 2017 | 8 | Nov 28, 2017 | 20 |
| -0.82% | Dec 11, 2019 | 5 | Dec 18, 2019 | 1 | Dec 19, 2019 | 6 |
| -0.72% | Oct 3, 2017 | 1 | Oct 4, 2017 | 18 | Oct 30, 2017 | 19 |
| -0.63% | Jan 8, 2021 | 12 | Jan 27, 2021 | 8 | Feb 8, 2021 | 20 |
| -0.59% | Dec 10, 2024 | 8 | Dec 20, 2024 | 9 | Jan 6, 2025 | 17 |
| -0.59% | Mar 3, 2025 | 7 | Mar 12, 2025 | 6 | Mar 20, 2025 | 13 |
| -0.54% | Sep 2, 2020 | 1 | Sep 3, 2020 | 8 | Sep 16, 2020 | 9 |
| -0.48% | May 16, 2025 | 4 | May 22, 2025 | 3 | May 28, 2025 | 7 |
| -0.47% | Jun 2, 2026 | 6 | Jun 10, 2026 | 3 | Jun 15, 2026 | 9 |
| -0.43% | Jul 17, 2024 | 4 | Jul 23, 2024 | 6 | Jul 31, 2024 | 10 |
| -0.43% | Oct 2, 2024 | 3 | Oct 7, 2024 | 8 | Oct 17, 2024 | 11 |
| -0.42% | Oct 7, 2025 | 5 | Oct 14, 2025 | 4 | Oct 20, 2025 | 9 |
| -0.40% | Jul 31, 2019 | 5 | Aug 7, 2019 | 4 | Aug 13, 2019 | 9 |