All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

PFFA: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

PFFA real return snapshot: after CPI-U inflation, PFFA returned +2.19% over the past year and +0.40% YTD, with dividends reinvested. Since May 16, 2018, PFFA is up +36.46% in real purchasing-power return, or +3.81%/yr, and is currently −1.88% below its real total-return high on Feb. 19, 2026.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Wed 2018-05-16💬 to Fri 2026-09-04 Overall
Return 		Exponential
Trendline
PFFA × 		+36.46%
+3.81%/yr 		+3.49%/yr
R2=0.323
Virtus InfraCap U.S. Preferred Stock Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2018-05-16💬 to Fri 2026-09-04 Start
Value 		End
Value
PFFA × 		$10,000.00
2018-05-16 		$13,646.34
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
PFFA × 		+0.40% +2.19%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
PFFA × 		−1.88%
on 2026-09-04
from 2026-02-19 peak 		−70.51%
on 2020-03-18
from 2020-02-18 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
PFFA × 		+2.19% +8.23%
+4.03%/yr 		+28.89%
+8.83%/yr 		+8.22%
+1.59%/yr 		—

Annual Returns

Year PFFA
2026 (YTD) +0.40%
2025 +5.42%
2024 +12.86%
2023 +22.36%
2022 −25.72%
2021 +15.41%
2020 −9.11%
2019 +29.05%
2018 −7.16%