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Sortino ratio is not yet available for IPPP. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar ETFs

The table compares Preferred-Plus ETF's Sortino Ratio with other ETFs in the Preferred Stock/Convertible Bonds category across multiple time periods, showing how IPPP's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 4, 2026.


SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
NPFINuveen Preferred And Income ETF4.18
ICVTiShares Convertible Bond ETF3.84
FCVTFirst Trust SSI Strategic Convertible Securities ETF3.76
FPEIFirst Trust Institutional Preferred Securities & Income ETF3.73
CWBSPDR Bloomberg Barclays Convertible Securities ETF3.63
VRPInvesco Variable Rate Preferred ETF3.51
PRFDPIMCO Preferred And Capital Securities Active Exchange-Traded Fund3.51
JHPIJohn Hancock Preferred Income ETF3.37
CSPFCohen & Steers Preferred and Income Opportunities Active ETF3.25
PQDIPrincipal Spectrum Preferred and Income ETF3.24
IPPPPreferred-Plus ETF

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows IPPP's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when IPPP consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.


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