Principal Spectrum Preferred Secs Active ETF (PREF)
PREF is an actively managed ETF by Principal. PREF launched on Jul 10, 2017 and has a 0.55% expense ratio.
ETF Info
US74255Y8883
74255Y888
Jul 10, 2017
Developed Markets (Broad)
1x
No Index (Active)
Multi-Cap
Expense Ratio
PREF has an expense ratio of 0.55%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Principal Spectrum Preferred Secs Active ETF (PREF) returned 2.41% year-to-date (YTD) and 8.24% over the past 12 months.
PREF
2.41%
1.48%
2.49%
8.24%
6.28%
3.98%
N/A
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of PREF, 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 | 0.81% | 0.55% | -0.07% | -0.69% | 1.81% | 2.41% | |||||||
| 2024 | 2.34% | 0.56% | 1.53% | -0.44% | 1.45% | 0.57% | 1.42% | 1.13% | 1.85% | -0.65% | 1.15% | 0.00% | 11.43% |
| 2023 | 5.26% | -1.84% | -3.12% | 0.13% | -0.32% | 1.11% | 2.41% | -0.61% | -1.10% | -2.49% | 4.80% | 3.30% | 7.35% |
| 2022 | -2.07% | -3.17% | -0.59% | -3.14% | -1.76% | -3.43% | 5.20% | -1.68% | -4.95% | -0.25% | 2.89% | 0.91% | -11.80% |
| 2021 | -0.15% | -0.70% | 0.05% | 1.46% | 0.38% | 0.88% | 0.70% | 0.59% | -0.16% | -0.50% | -1.54% | 1.09% | 2.08% |
| 2020 | 1.57% | -0.46% | -13.15% | 8.75% | 2.18% | 0.90% | 2.99% | 1.96% | -0.35% | 0.09% | 2.87% | 1.37% | 7.52% |
| 2019 | 3.76% | 1.47% | 1.27% | 1.18% | 0.22% | 2.14% | 1.14% | 1.28% | 1.01% | 1.47% | 0.35% | 0.83% | 17.32% |
| 2018 | 0.30% | -1.40% | -0.97% | -0.28% | -0.98% | 0.05% | 0.90% | 0.17% | 0.20% | -1.10% | -1.25% | -1.21% | -5.45% |
| 2017 | 0.89% | -0.02% | 1.03% | 0.06% | 0.04% | 0.30% | 2.31% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 96, PREF is among the top 4% of ETFs 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 Principal Spectrum Preferred Secs Active ETF (PREF) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Principal Spectrum Preferred Secs Active ETF provided a 4.67% dividend yield over the last twelve months, with an annual payout of $0.88 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.88 | $0.87 | $0.82 | $0.79 | $0.82 | $0.90 | $0.94 | $0.99 | $0.47 |
Dividend yield | 4.67% | 4.65% | 4.67% | 4.63% | 4.07% | 4.35% | 4.67% | 5.49% | 2.35% |
Monthly Dividends
The table displays the monthly dividend distributions for Principal Spectrum Preferred Secs Active ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.07 | $0.08 | $0.07 | $0.07 | $0.29 | |||||||
| 2024 | $0.00 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.14 | $0.87 |
| 2023 | $0.00 | $0.07 | $0.07 | $0.06 | $0.07 | $0.07 | $0.06 | $0.07 | $0.07 | $0.07 | $0.07 | $0.14 | $0.82 |
| 2022 | $0.00 | $0.06 | $0.07 | $0.07 | $0.07 | $0.07 | $0.06 | $0.07 | $0.07 | $0.07 | $0.06 | $0.13 | $0.79 |
| 2021 | $0.00 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.08 | $0.07 | $0.07 | $0.07 | $0.06 | $0.13 | $0.82 |
| 2020 | $0.00 | $0.07 | $0.08 | $0.07 | $0.08 | $0.07 | $0.09 | $0.08 | $0.08 | $0.08 | $0.07 | $0.12 | $0.90 |
| 2019 | $0.00 | $0.08 | $0.08 | $0.08 | $0.08 | $0.07 | $0.08 | $0.08 | $0.08 | $0.07 | $0.07 | $0.16 | $0.94 |
| 2018 | $0.00 | $0.07 | $0.09 | $0.08 | $0.08 | $0.08 | $0.07 | $0.07 | $0.09 | $0.09 | $0.09 | $0.18 | $0.99 |
| 2017 | $0.03 | $0.09 | $0.09 | $0.09 | $0.17 | $0.47 |
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 Principal Spectrum Preferred Secs Active 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 Principal Spectrum Preferred Secs Active ETF was 22.99%, occurring on Mar 19, 2020. Recovery took 110 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.99% | Feb 24, 2020 | 19 | Mar 19, 2020 | 110 | Aug 25, 2020 | 129 |
| -16.99% | Sep 17, 2021 | 279 | Oct 25, 2022 | 429 | Jul 12, 2024 | 708 |
| -6.42% | Jan 17, 2018 | 232 | Dec 24, 2018 | 55 | Mar 20, 2019 | 287 |
| -2.56% | Mar 21, 2025 | 15 | Apr 10, 2025 | 21 | May 12, 2025 | 36 |
| -1.98% | Feb 12, 2021 | 16 | Mar 8, 2021 | 31 | Apr 21, 2021 | 47 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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