PFXF ETF Analysis: Preferred Securities ex | NYSE

Preferred Stock | NYSE, USA | Market Cap: 2.364m USD | 12M Return: 5.1% | US92189F4292 | Charts, Fundamentals & Technical Analysis

Preferred Stock, Hybrid Debt, Convertible Preferred, Non-Financial Debt
Total Rating 53
Safety 62
Buy Signal -0.06
Preferred Stock
Category Rotation: +4.8
TER: 0.41%
AUM: 2.36B
Avg Turnover: 11.2M
Risk 3d forecast
Volatility11.0%
VaR 5th Pctl2.02%
VaR vs Median2.12%
Reward TTM
Sharpe Ratio0.12
Rel. Str. IBD47.4
Rel. Str. Peer Group95.8
Character TTM
Beta0.591
Beta Downside0.582
Hurst Exponent0.490
Drawdowns 3y
Max DD11.90%
CAGR/Max DD0.95
CAGR/Mean DD5.35

Warnings

Choppy

Tailwinds

Shakeout

Seasonality 11.7 years of data

Jan +0.6% 30
Feb -0.2% 19
Mar +0.2% 5
Apr -0.1% 7
May +0.4% 21
Jun +0.1% 14
Jul +0.4% 47
Aug +0.3% 30
Sep -1.7% 32
Oct -1.0% 35
Nov -0.4% 23
Dec +0.4% 2

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: PFXF Preferred Securities ex

The VanEck Preferred Securities ex Financials ETF (PFXF) is a U.S.-listed, non-diversified fund that primarily invests in hybrid debt, preferred stock, and convertible preferred stock issued by non-financial U.S. corporations. Launched in 2012, the fund tracks a benchmark index that excludes the financial sector, giving investors targeted exposure to preferred securities issued by industrial, utility, energy, and other non-bank companies. By focusing on ex-financials issuers, PFXF offers a way to access preferred income streams while avoiding the regulatory and credit risks often associated with financial institution preferreds.

Headlines to Watch Out For
  • Rising Treasury yields pressure preferred stock prices
  • Corporate credit spreads widen amid recession concerns
  • Utility sector preferreds face regulatory rate cap pressure
What is the price of PFXF shares?

As of October 05, 2026, the stock is trading at USD 17.75 with a total of 1,628,824 shares traded. Over the past week, the price has changed by +0.54%, over one month by +0.37%, over three months by +1.23% and over the past year by +5.05%.

Current recommended Stop Loss: 17.50 (which is 1.4% or 1.3 ATR below the current price).

Is PFXF a buy, sell or hold?

Preferred Securities ex has no consensus analysts rating.