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 +3.68% over the past year and +0.81% YTD, with dividends reinvested. Since May 16, 2018, PFFA is up +37.02% in real purchasing-power return, or +3.89%/yr, and is currently −1.48% below its real total-return high on Feb. 19, 2026.

Data ending Fri Aug. 14, 2026

Growth of $10,000

Wed 2018-05-16💬 to Fri 2026-08-14 Overall
Return 		Exponential
Trendline
PFFA × 		+37.02%
+3.89%/yr 		+3.46%/yr
R2=0.315
Virtus InfraCap U.S. Preferred Stock Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2018-05-16💬 to Fri 2026-08-14 Start
Value 		End
Value
PFFA × 		$10,000.00
2018-05-16 		$13,701.80
2026-08-14

This Year’s Performance

through 2026-08-14

  YTD YoY
PFFA × 		+0.81% +3.68%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
PFFA × 		−1.48%
on 2026-08-14
from 2026-02-19 peak 		−70.51%
on 2020-03-18
from 2020-02-18 peak

Rolling Returns

Period ending Fri 2026-08-14 1 yr 2 yr 3 yr 5 yr 10 yr
PFFA × 		+3.68% +11.57%
+5.62%/yr 		+31.19%
+9.47%/yr 		+9.19%
+1.77%/yr 		—

Annual Returns

Year PFFA
2026 (YTD) +0.81%
2025 +5.42%
2024 +12.86%
2023 +22.36%
2022 −25.72%
2021 +15.41%
2020 −9.11%
2019 +29.05%
2018 −7.16%