PGX ETF Analysis: Preferred | NYSE

Preferred Stock | NYSE, USA | Market Cap: 3.700m USD | 12M Return: -8% | US46138E5116 | Charts, Fundamentals & Technical Analysis

Preferred Stocks, Fixed Rate, US Domestic, Capital Weighted
Total Rating 33
Safety 61
Buy Signal -0.34
Preferred Stock
Category Rotation: +4.8
TER: 0.50%
AUM: 3.70B
Avg Turnover: 64.3M
Risk 3d forecast
Volatility7.67%
VaR 5th Pctl1.35%
VaR vs Median-1.92%
Reward TTM
Sharpe Ratio-2.15
Rel. Str. IBD25.5
Rel. Str. Peer Group12.5
Character TTM
Beta0.245
Beta Downside0.322
Hurst Exponent0.489
Drawdowns 3y
Max DD11.18%
CAGR/Max DD0.46
CAGR/Mean DD1.57

Warnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 11.7 years of data

Jan +0.1% 19
Feb +0.2% 8
Mar -0.3% 30
Apr -0.2% 8
May +0.5% 32
Jun +0.2% 15
Jul +0.4% 20
Aug +0.0% 7
Sep -0.5% 37
Oct -1.2% 60
Nov -1.1% 27
Dec -0.2% 14

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: PGX Preferred

PGX is an exchange-traded fund that passively tracks a market capitalization-weighted index of fixed-rate, U.S. dollar-denominated preferred securities issued in the U.S. domestic market. The fund commits at least 80% of its total assets to the indexs components, which are selected by ICE Data Indices, LLC. As a preferred-stock-focused ETF, PGX provides investors exposure to a hybrid asset class that typically pays fixed dividends and ranks ahead of common stock in a companys capital structure, with major issuers historically concentrated in the banking and utility sectors.

Headlines to Watch Out For
  • rate cuts pressure preferred stock prices and yields
  • Bank preferred issuance surges as capital requirements tighten
  • Treasury yield competition reduces demand for preferred income
What is the price of PGX shares?

As of October 05, 2026, the stock is trading at USD 10.14 with a total of 6,521,967 shares traded. Over the past week, the price has changed by -0.88%, over one month by -3.17%, over three months by -5.23% and over the past year by -7.99%.

Current recommended Stop Loss: 10.00 (which is 1.4% or 1.8 ATR below the current price).

Is PGX a buy, sell or hold?

Preferred has no consensus analysts rating.