Invesco Financial Preferred ETF (PGF)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in Invesco Financial Preferred ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Invesco Financial Preferred ETF had a return of 9.26% year-to-date (YTD) and 14.60% in the last 12 months. Over the past 10 years, Invesco Financial Preferred ETF had an annualized return of 3.66%, while the S&P 500 had an annualized return of 11.16%, indicating that Invesco Financial Preferred ETF did not perform as well as the benchmark.

The table below presents the monthly returns of PGF, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

PGF features an expense ratio of 0.62%, falling within the medium range.

The current rank of PGF is 45, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The charts below present risk-adjusted performance metrics for Invesco Financial Preferred ETF (PGF) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The current Invesco Financial Preferred ETF Sharpe ratio is 1.43. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Invesco Financial Preferred ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Invesco Financial Preferred ETF provided a 6.17% dividend yield over the last twelve months, with an annual payout of $0.93 per share.

The table displays the monthly dividend distributions for Invesco Financial Preferred ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Invesco Financial Preferred ETF. 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 Invesco Financial Preferred ETF was 75.69%, occurring on Mar 9, 2009. Recovery took 521 trading sessions.

The current Invesco Financial Preferred ETF drawdown is 5.38%.

The current Invesco Financial Preferred ETF volatility is 3.26%, 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.