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 −12.14% over the past year and −10.83% YTD, with dividends reinvested. Since Jan. 31, 2008, PGX is down −1.52% in real purchasing-power return, or −0.08%/yr, and is currently −29.65% below its real total-return high on Dec. 31, 2020.

Data ending Fri Oct. 23, 2026

Growth of $10,000

Thu 2008-01-31💬 to Fri 2026-10-23 Overall
Return
Exponential
Trendline
PGX
×
−1.52%
−0.08%/yr
+2.46%/yr
R2=0.442
Invesco Preferred ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2008-01-31💬 to Fri 2026-10-23 Start
Value
End
Value
PGX
×
$10,000.00
2008-01-31
$9,848.45
2026-10-23

This Year’s Performance

through 2026-10-23

  YTD YoY
PGX
×
−10.83% −12.14%

Drawdowns

  Current
Drawdown
Worst
Drawdown
PGX
×
−29.65%
on 2026-10-23
from 2020-12-31 peak
−66.58%
on 2009-03-06
from 2008-02-06 peak

Rolling Returns

Period ending Fri 2026-10-23 1 yr 2 yr 3 yr 5 yr 10 yr
PGX
×
−12.14% −14.26%
−7.40%/yr
+5.64%
+1.85%/yr
−27.30%
−6.18%/yr
−16.83%
−1.83%/yr

Annual Returns

Year PGX
2026 (YTD) −10.83%
2025 +0.78%
2024 +3.54%
2023 +5.94%
2022 −25.95%
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 +12.54%
2011 +0.58%
2010 +9.91%
2009 +16.33%
2008 −33.52%