Performance analysis of PRFD (PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE EXCHANGE-TRADED FUND)
Annual Return
Over the past 3 years, PRFD has had an average annual return of +9.24%, underperforming the benchmark SPY, which returned +22.45% annual.
Since Jan 19, 2023, PRFD has had an average annual return of +6.35%, underperforming the benchmark SPY, which returned +23.26% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.40% | +8.44% | +9.91% | +1.83% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.77% | +1.10% | -2.51% | +1.74% | +0.51% | -0.17% | +1.40% | ||||||
| 2025 | +0.50% | +1.44% | -0.41% | -1.01% | +1.40% | +1.90% | +0.57% | +0.91% | +1.57% | +0.89% | +0.34% | +0.08% | +8.44% |
| 2024 | +1.37% | +0.37% | +1.55% | -1.68% | +2.25% | +0.95% | +1.70% | +1.94% | +1.89% | -1.30% | +1.25% | -0.71% | +9.91% |
| 2023 | +1.56% | -1.85% | -6.09% | +1.25% | -0.60% | +0.66% | +2.67% | -1.36% | -1.95% | -2.62% | +5.92% | +4.84% | +1.83% |
Drawdown analysis of PRFD (PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE EXCHANGE-TRADED FUND)
The maximum drawdown for the PRFD was -11.93%, occurring on Mar 20, 2023. Recovery took 214 trading sessions.
The current PRFD drawdown is -0.61%.
Since Jan 19, 2023 PRFD has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.93% | Feb 2, 2023 | 31 | Mar 20, 2023 | 214 | Jan 25, 2024 | 245 |
| -3.54% | Mar 3, 2025 | 27 | Apr 9, 2025 | 38 | Jun 4, 2025 | 65 |
| -3.28% | Feb 24, 2026 | 23 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -2.49% | Dec 9, 2024 | 22 | Jan 13, 2025 | 23 | Feb 14, 2025 | 45 |
| -2.16% | Mar 28, 2024 | 12 | Apr 16, 2024 | 17 | May 9, 2024 | 29 |
| -1.48% | Sep 27, 2024 | 24 | Oct 31, 2024 | 23 | Dec 4, 2024 | 47 |
| -1.09% | Feb 1, 2024 | 8 | Feb 13, 2024 | 7 | Feb 23, 2024 | 15 |
| -1.02% | Oct 27, 2025 | 17 | Nov 19, 2025 | 24 | Dec 24, 2025 | 41 |
| -0.71% | May 20, 2024 | 6 | May 29, 2024 | 3 | Jun 3, 2024 | 9 |
| -0.66% | Aug 1, 2024 | 2 | Aug 5, 2024 | 6 | Aug 13, 2024 | 8 |
| -0.65% | Jan 16, 2026 | 1 | Jan 20, 2026 | 3 | Jan 23, 2026 | 4 |
| -0.58% | Jun 6, 2024 | 2 | Jun 10, 2024 | 2 | Jun 12, 2024 | 4 |
| -0.51% | Jul 10, 2025 | 5 | Jul 17, 2025 | 7 | Jul 28, 2025 | 12 |
| -0.49% | Sep 23, 2025 | 12 | Oct 9, 2025 | 4 | Oct 15, 2025 | 16 |
| -0.34% | Jul 17, 2024 | 5 | Jul 24, 2024 | 5 | Jul 31, 2024 | 10 |
| -0.32% | Jun 25, 2024 | 5 | Jul 2, 2024 | 2 | Jul 5, 2024 | 7 |
| -0.30% | Jun 12, 2025 | 1 | Jun 13, 2025 | 4 | Jun 20, 2025 | 5 |
| -0.29% | Aug 25, 2025 | 3 | Aug 28, 2025 | 1 | Aug 29, 2025 | 4 |
| -0.22% | Mar 13, 2024 | 1 | Mar 14, 2024 | 4 | Mar 20, 2024 | 5 |
| -0.21% | Jul 1, 2025 | 3 | Jul 7, 2025 | 2 | Jul 9, 2025 | 5 |
| -0.20% | Jul 8, 2024 | 1 | Jul 9, 2024 | 1 | Jul 10, 2024 | 2 |
| -0.20% | Aug 29, 2025 | 1 | Sep 2, 2025 | 1 | Sep 3, 2025 | 2 |
| -0.18% | Dec 24, 2025 | 1 | Dec 26, 2025 | 4 | Jan 2, 2026 | 5 |
| -0.17% | Feb 29, 2024 | 2 | Mar 4, 2024 | 1 | Mar 5, 2024 | 3 |
| -0.17% | May 9, 2024 | 1 | May 10, 2024 | 2 | May 14, 2024 | 3 |