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 −1.33% over the past year and −3.59% YTD, with dividends reinvested. Since Jan. 31, 2008, PGX is up +6.50% in real purchasing-power return, or +0.34%/yr, and is currently −23.93% below its real total-return high on Dec. 31, 2020.

Data ending Mon Jul. 6, 2026

Thu 2008-01-31💬 to Mon 2026-07-06 YTD
Return
1 Year
Return
PGX
×
−3.59%
2026-07-06
−1.33%
2026-07-06
Invesco Preferred ETF Exchange-Traded Fund

Returns

Thu 2008-01-31💬 to Mon 2026-07-06 Overall
Return
Exponential
Trendline
PGX
×
+6.50%
+0.34%/yr
+2.59%/yr
(R2=0.465)
Invesco Preferred ETF Exchange-Traded Fund

Growth of $10,000

Thu 2008-01-31💬 to Mon 2026-07-06 Start
Value
End
Value
PGX
×
$10,000.00
2008-01-31
$10,649.53
2026-07-06
Invesco Preferred ETF Exchange-Traded Fund

Annual Returns

Year PGX
2026 (YTD) −3.59%
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 +16.33%
2008 −33.52%

Drawdowns

Thu 2008-01-31💬 to Mon 2026-07-06 Current
Drawdown
Worst
Drawdown
PGX
×
−23.93%
from 2020-12-31 peak
−66.58%
2009-03-06
from 2008-02-06 peak
Invesco Preferred ETF Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-07-06 1
Year
2
Years
3
Years
5
Years
10
Years
PGX
×
−1.33% −1.84%
−0.92%/yr
+5.94%
+1.94%/yr
−22.98%
−5.09%/yr
−9.56%
−1.00%/yr
Invesco Preferred ETF Exchange-Traded Fund