All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2018-05-16? to Fri 2025-09-05 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+11.10%
2025-09-05 |
26.55 TR
2025-09-05 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| PFFA × |
+6.85%
2025-09-05 |
1.732 TR
2025-09-05 |
||||
| Virtus InfraCap U.S. Preferred Stock Exchange-Traded Fund | ||||||
| Wed 2018-05-16? to Fri 2025-09-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+166.78%
+14.37%/yr |
+13.84%/yr
(R2=0.908) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| PFFA × |
+73.16%
+7.80%/yr |
+7.05%/yr
(R2=0.576) |
||||
| Virtus InfraCap U.S. Preferred Stock Exchange-Traded Fund | ||||||
| Wed 2018-05-16? to Fri 2025-09-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2018-05-16 |
$26,677.90
2025-09-05 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| PFFA × |
$10,000.00
2018-05-16 |
$17,316.19
2025-09-05 |
||||
| Virtus InfraCap U.S. Preferred Stock Exchange-Traded Fund | ||||||
| Year | SPY | PFFA |
|---|---|---|
| 2025 (YTD) | +11.10% | +6.85% |
| 2024 | +24.89% | +16.12% |
| 2023 | +26.18% | +26.46% |
| 2022 | −18.18% | −20.92% |
| 2021 | +28.73% | +23.53% |
| 2020 | +18.33% | −7.87% |
| 2019 | +31.22% | +32.00% |
| 2018 | −4.57% | −7.10% |
| 2017 | +21.71% | — |
| 2016 | +12.00% | — |
| 2015 | +1.23% | — |
| 2014 | +13.46% | — |
| 2013 | +32.31% | — |
| 2012 | +15.99% | — |
| 2011 | +1.90% | — |
| 2010 | +15.06% | — |
| 2009 | +26.35% | — |
| 2008 | −36.79% | — |
| 2007 | +5.15% | — |
| 2006 | +15.85% | — |
| 2005 | +4.83% | — |
| 2004 | +10.70% | — |
| 2003 | +28.18% | — |
| 2002 | −21.58% | — |
| 2001 | −11.76% | — |
| 2000 | −9.74% | — |
| 1999 | +20.39% | — |
| 1998 | +28.69% | — |
| 1997 | +33.48% | — |
| 1996 | +22.50% | — |
| 1995 | +38.06% | — |
| 1994 | +0.40% | — |
| 1993 | +8.71% | — |
| Wed 2018-05-16? to Fri 2025-09-05 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −0.29% |
−33.72%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| PFFA × | 0.00% |
−70.52%
2020-03-18 |
||||
| Virtus InfraCap U.S. Preferred Stock Exchange-Traded Fund | ||||||