S&P Preferred Stock Index (^SPPREF)
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in S&P Preferred Stock Index, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
S&P Preferred Stock Index (^SPPREF) returned -3.43% year-to-date (YTD) and -3.86% over the past 12 months. Over the past 10 years, ^SPPREF returned -2.56% annually, underperforming the S&P 500 benchmark at 10.31%.
^SPPREF
-3.43%
4.39%
-7.27%
-3.86%
-2.64%
-2.56%
^GSPC (Benchmark)
-4.26%
11.24%
-5.02%
8.55%
14.02%
10.31%
Monthly Returns
The table below presents the monthly returns of ^SPPREF, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.62% | 0.22% | -3.85% | -0.72% | 0.33% | -3.43% | |||||||
| 2024 | 3.23% | 0.82% | -0.25% | -3.36% | 2.18% | -1.02% | 0.32% | 2.21% | 2.54% | -0.89% | 0.36% | -3.79% | 2.10% |
| 2023 | 11.53% | -2.44% | -5.83% | 1.81% | -3.03% | 1.31% | 1.23% | -1.60% | -1.67% | -5.30% | 8.00% | 1.79% | 4.52% |
| 2022 | -4.33% | -4.46% | -0.84% | -6.43% | 2.03% | -5.25% | 6.02% | -4.90% | -4.35% | -3.49% | 4.95% | -4.98% | -23.91% |
| 2021 | -1.21% | -1.52% | 2.14% | 0.97% | 0.61% | 1.54% | -0.10% | -0.68% | -0.52% | 0.66% | -2.94% | 2.15% | 0.98% |
| 2020 | 1.16% | -5.16% | -12.68% | 10.25% | 1.15% | -2.21% | 5.15% | 1.36% | -0.99% | 0.10% | 3.18% | 2.05% | 1.61% |
| 2019 | 4.68% | 0.99% | 0.59% | 0.79% | -0.62% | 0.95% | 1.75% | 0.04% | 0.36% | 0.29% | -0.79% | 1.27% | 10.67% |
| 2018 | -1.69% | -0.41% | -0.09% | -0.87% | 0.15% | 1.00% | 0.22% | 0.46% | -2.01% | -2.50% | -2.78% | -2.08% | -10.18% |
| 2017 | 2.10% | 1.44% | 0.05% | 0.86% | -0.20% | 0.47% | 0.50% | -0.60% | -0.59% | -0.84% | -0.09% | -0.57% | 2.51% |
| 2016 | -1.23% | -1.02% | 1.88% | 0.64% | 0.94% | 0.65% | 1.16% | -0.36% | -1.55% | -1.20% | -3.90% | -0.23% | -4.25% |
| 2015 | 1.32% | 0.34% | -0.31% | -0.33% | -0.35% | -1.75% | 1.13% | -1.16% | -1.55% | 1.99% | 0.01% | -0.36% | -1.08% |
| 2014 | 2.38% | 1.68% | 1.04% | 1.55% | 0.72% | -0.14% | -0.67% | 1.09% | -1.46% | 0.83% | 0.66% | -0.96% | 6.86% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ^SPPREF is 12, meaning it’s performing worse than 88% of other indices on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for S&P Preferred Stock Index (^SPPREF) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the S&P Preferred Stock Index. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the S&P Preferred Stock Index was 71.08%, occurring on Mar 6, 2009. The portfolio has not yet recovered.
The current S&P Preferred Stock Index drawdown is 39.54%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.08% | Feb 8, 2007 | 523 | Mar 6, 2009 | — | — | — |
| -1.01% | Sep 14, 2006 | 3 | Sep 18, 2006 | 6 | Sep 26, 2006 | 9 |
| -0.52% | Nov 27, 2006 | 2 | Nov 28, 2006 | 3 | Dec 1, 2006 | 5 |
| -0.44% | Sep 27, 2006 | 1 | Sep 27, 2006 | 5 | Oct 4, 2006 | 6 |
| -0.31% | Dec 5, 2006 | 8 | Dec 14, 2006 | 5 | Dec 21, 2006 | 13 |
Volatility
Volatility Chart
The current S&P Preferred Stock Index volatility is 4.19%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.