All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
PGX real return snapshot: after CPI-U inflation, PGX returned −1.87% over the past year and −4.35% YTD, with dividends reinvested. Since Jan. 31, 2008, PGX is up +5.66% in real purchasing-power return, or +0.30%/yr, and is currently −24.53% below its real total-return high on Dec. 31, 2020.
Data ending Mon Jul. 27, 2026
| Thu 2008-01-31💬 to Mon 2026-07-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| PGX × |
+5.66%
+0.30%/yr |
+2.56%/yr
R2=0.461 |
||||
| Invesco Preferred ETF Exchange-Traded Fund | ||||||
| Thu 2008-01-31💬 to Mon 2026-07-27 |
Start
Value |
End
Value |
|---|---|---|
| PGX × |
$10,000.00
2008-01-31 |
$10,565.89
2026-07-27 |
| YTD | YoY | |
|---|---|---|
| PGX × | −4.35% | −1.87% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| PGX × |
−24.53%
on 2026-07-27 from 2020-12-31 peak |
−66.58%
on 2009-03-06 from 2008-02-06 peak |
| Period ending Mon 2026-07-27 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| PGX × | −1.87% |
−2.68% −1.35%/yr |
+4.02% +1.32%/yr |
−22.33% −4.93%/yr |
−11.30% −1.19%/yr |
| Year | PGX |
|---|---|
| 2026 (YTD) | −4.35% |
| 2025 | +0.79% |
| 2024 | +3.54% |
| 2023 | +5.94% |
| 2022 | −25.94% |
| 2021 | −3.63% |
| 2020 | +5.65% |
| 2019 | +15.02% |
| 2018 | −5.80% |
| 2017 | +8.19% |
| 2016 | −1.18% |
| 2015 | +7.14% |
| 2014 | +15.41% |
| 2013 | −3.84% |
| 2012 | +12.53% |
| 2011 | +0.58% |
| 2010 | +9.91% |
| 2009 | +16.33% |
| 2008 | −33.51% |
