Correlation
The correlation between PFX and PFF is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
PFX vs. PFF
Compare and contrast key facts about PhenixFIN Corporation (PFX) and iShares Preferred and Income Securities ETF (PFF).
PFF is a passively managed fund by iShares that tracks the performance of the S&P U.S. Preferred Stock Index. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFX or PFF.
Performance
PFX vs. PFF - Performance Comparison
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Key characteristics
PFX:
0.70
PFF:
0.26
PFX:
1.20
PFF:
0.42
PFX:
1.15
PFF:
1.05
PFX:
0.22
PFF:
0.22
PFX:
4.06
PFF:
0.61
PFX:
3.88%
PFF:
3.84%
PFX:
21.30%
PFF:
9.20%
PFX:
-95.35%
PFF:
-65.55%
PFX:
-65.35%
PFF:
-6.30%
Returns By Period
In the year-to-date period, PFX achieves a -0.34% return, which is significantly higher than PFF's -1.67% return. Over the past 10 years, PFX has underperformed PFF with an annualized return of -7.44%, while PFF has yielded a comparatively higher 2.92% annualized return.
PFX
-0.34%
-1.51%
6.82%
11.66%
10.59%
31.23%
-7.44%
PFF
-1.67%
0.97%
-5.19%
1.45%
1.64%
2.62%
2.92%
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Risk-Adjusted Performance
PFX vs. PFF — Risk-Adjusted Performance Rank
PFX
PFF
PFX vs. PFF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PhenixFIN Corporation (PFX) and iShares Preferred and Income Securities ETF (PFF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
PFX vs. PFF - Dividend Comparison
PFX's dividend yield for the trailing twelve months is around 2.92%, less than PFF's 6.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFX PhenixFIN Corporation | 2.92% | 2.59% | 0.00% | 0.39% | 0.00% | 0.00% | 4.72% | 18.05% | 13.41% | 13.85% | 15.96% | 16.02% |
PFF iShares Preferred and Income Securities ETF | 6.68% | 6.32% | 6.63% | 5.55% | 4.45% | 4.79% | 5.31% | 6.32% | 5.59% | 5.85% | 5.76% | 6.32% |
Drawdowns
PFX vs. PFF - Drawdown Comparison
The maximum PFX drawdown since its inception was -95.35%, which is greater than PFF's maximum drawdown of -65.55%. Use the drawdown chart below to compare losses from any high point for PFX and PFF.
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Volatility
PFX vs. PFF - Volatility Comparison
PhenixFIN Corporation (PFX) has a higher volatility of 4.15% compared to iShares Preferred and Income Securities ETF (PFF) at 2.41%. This indicates that PFX's price experiences larger fluctuations and is considered to be riskier than PFF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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