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 −1.68% over the past year and −4.41% YTD, with dividends reinvested. Since Jan. 31, 2008, PGX is up +5.59% in real purchasing-power return, or +0.29%/yr, and is currently −24.58% below its real total-return high on Dec. 31, 2020.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Thu 2008-01-31💬 to Fri 2026-07-24 Overall
Return
Exponential
Trendline
PGX
×
+5.59%
+0.29%/yr
+2.57%/yr
R2=0.461
Invesco Preferred ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2008-01-31💬 to Fri 2026-07-24 Start
Value
End
Value
PGX
×
$10,000.00
2008-01-31
$10,559.09
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
PGX
×
−4.41% −1.68%

Drawdowns

  Current
Drawdown
Worst
Drawdown
PGX
×
−24.58%
on 2026-07-24
from 2020-12-31 peak
−66.58%
on 2009-03-06
from 2008-02-06 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
PGX
×
−1.68% −2.00%
−1.00%/yr
+3.66%
+1.21%/yr
−22.68%
−5.01%/yr
−11.22%
−1.18%/yr

Annual Returns

Year PGX
2026 (YTD) −4.41%
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%