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

Total Real Returns

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

PGX real return snapshot: after CPI-U inflation, PGX returned −11.50% over the past year and −9.59% YTD, with dividends reinvested. Since Jan. 31, 2008, PGX is down −0.13% in real purchasing-power return, or −0.01%/yr, and is currently −28.66% below its real total-return high on Dec. 31, 2020.

Data ending Tue Oct. 6, 2026

Growth of $10,000

Thu 2008-01-31💬 to Tue 2026-10-06 Overall
Return
Exponential
Trendline
PGX
×
−0.13%
−0.01%/yr
+2.48%/yr
R2=0.447
Invesco Preferred ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2008-01-31💬 to Tue 2026-10-06 Start
Value
End
Value
PGX
×
$10,000.00
2008-01-31
$9,987.26
2026-10-06

This Year’s Performance

through 2026-10-06

  YTD YoY
PGX
×
−9.59% −11.50%

Drawdowns

  Current
Drawdown
Worst
Drawdown
PGX
×
−28.66%
on 2026-10-06
from 2020-12-31 peak
−66.58%
on 2009-03-06
from 2008-02-06 peak

Rolling Returns

Period ending Tue 2026-10-06 1 yr 2 yr 3 yr 5 yr 10 yr
PGX
×
−11.50% −13.80%
−7.16%/yr
+5.46%
+1.79%/yr
−25.76%
−5.78%/yr
−15.54%
−1.68%/yr

Annual Returns

Year PGX
2026 (YTD) −9.59%
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 −3.83%
2012 +12.53%
2011 +0.58%
2010 +9.91%
2009 +16.32%
2008 −33.52%