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 −2.62% over the past year and −3.62% YTD, with dividends reinvested. Since May 16, 2018, PFFA is up +30.99% in real purchasing-power return, or +3.28%/yr, and is currently −5.82% below its real total-return high on Feb. 19, 2026.

Data ending Fri Sep. 25, 2026

Growth of $10,000

Wed 2018-05-16💬 to Fri 2026-09-25 Overall
Return
Exponential
Trendline
PFFA
×
+30.99%
+3.28%/yr
+3.50%/yr
R2=0.329
Virtus InfraCap U.S. Preferred Stock Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2018-05-16💬 to Fri 2026-09-25 Start
Value
End
Value
PFFA
×
$10,000.00
2018-05-16
$13,099.27
2026-09-25

This Year’s Performance

through 2026-09-25

  YTD YoY
PFFA
×
−3.62% −2.62%

Drawdowns

  Current
Drawdown
Worst
Drawdown
PFFA
×
−5.82%
on 2026-09-25
from 2026-02-19 peak
−70.51%
on 2020-03-18
from 2020-02-18 peak

Rolling Returns

Period ending Fri 2026-09-25 1 yr 2 yr 3 yr 5 yr 10 yr
PFFA
×
−2.62% −0.72%
−0.36%/yr
+27.29%
+8.38%/yr
+5.62%
+1.10%/yr
—

Annual Returns

Year PFFA
2026 (YTD) −3.62%
2025 +5.42%
2024 +12.86%
2023 +22.36%
2022 −25.72%
2021 +15.41%
2020 −9.11%
2019 +29.05%
2018 −7.16%