S&P Preferred Stock Index (^SPPREF)
Share Price Chart
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Performance
Performance Chart
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Returns By Period
S&P Preferred Stock Index (^SPPREF) returned -3.45% year-to-date (YTD) and -2.37% over the past 12 months. Over the past 10 years, ^SPPREF returned -2.57% annually, underperforming the S&P 500 benchmark at 10.85%.
^SPPREF
-3.45%
-0.25%
-6.53%
-2.37%
-3.40%
-2.95%
-2.57%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
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% | 0.31% | -3.45% | |||||||
| 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 13, meaning it’s performing worse than 87% 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.
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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.
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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 39.55%.
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 chart below shows the rolling one-month volatility.
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