(PGX) Invesco Preferred - Performance 1.9% in 12m
Compare PGX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-4.96%
#20 in Group
Rel. Strength
44.26%
#4436 in Universe
Total Return 12m
1.86%
#18 in Group
Total Return 5y
3.55%
#19 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: PGX (1.9%) vs SPY (9.9%)
5y Drawdown (Underwater) Chart
Top Performers in Preferred Stock
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| PFFA NYSE ARCA Virtus InfraCap U.S. |
2.86% | 8.32% | 96.2% | - | - | - | - | - |
| VRP NYSE ARCA Invesco Variable Rate |
1.86% | 6.83% | 34.6% | - | - | - | - | - |
| FPEI NYSE ARCA First Trust Institutional |
2.55% | 7.99% | 33.9% | - | - | - | - | - |
| PFFV NYSE ARCA Global X Variable Rate |
1.12% | 5.57% | 26% | - | - | - | - | - |
| PREF NYSE ARCA Principal Spectrum |
1.99% | 7.38% | 22.5% | - | - | - | - | - |
| FPE NYSE ARCA First Trust Preferred |
1.04% | 6.94% | 25.8% | - | - | - | - | - |
| JHPI NYSE ARCA John Hancock Preferred |
1.44% | 6.11% | 7.94% | - | - | - | - | - |
| PFXF NYSE ARCA VanEck Preferred Securities |
4.47% | 3.81% | 27.2% | - | - | - | - | - |
Performance Comparison: PGX vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for PGX
| Total Return (including Dividends) | PGX | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 0.32% | 2.87% | 2.87% |
| 3 Months | -3.24% | -6.42% | -6.42% |
| 12 Months | 1.86% | 9.87% | 9.87% |
| 5 Years | 3.55% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | PGX | SPY | S&P 500 |
| 1 Month | 73.6% | 89.4% | 89.4% |
| 3 Months | -79.7% | -72% | -72% |
| 12 Months | 11.8% | 49.3% | 49.3% |
| 5 Years | -29.3% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #18 | -2.47% | -2.47% |
| 3 Month | #17 | 3.40% | 3.40% |
| 12 Month | #17 | -7.29% | -7.29% |
| 5 Years | #19 | -50.1% | -50.1% |
FAQs
Does PGX Invesco Preferred outperforms the market?
No,
over the last 12 months PGX made 1.86%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months PGX made -3.24%, while SPY made -6.42%.
Over the last 3 months PGX made -3.24%, while SPY made -6.42%.
Performance Comparison PGX vs Indeces and Sectors
PGX vs. Indices PGX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.43% | -2.55% | -1.33% | -8.01% |
| US NASDAQ 100 | QQQ | 0.18% | -4.39% | -1.74% | -9.46% |
| US Dow Jones Industrial 30 | DIA | 0.15% | -1.29% | -0.30% | -4.51% |
| German DAX 40 | DAX | -1.69% | -19.0% | -26.9% | -23.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.23% | -5.95% | -0.56% | -3.77% |
| Hongkong Hang Seng | HSI | -3.09% | -15.9% | -10.8% | -10.2% |
| India NIFTY 50 | INDA | 2.82% | -1.96% | -3.23% | -0.47% |
| Brasil Bovespa | EWZ | -1.62% | -11.2% | -10.5% | 8.34% |
PGX vs. Sectors PGX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.25% | -3.35% | -7.51% | -18.5% |
| Consumer Discretionary | XLY | -0.49% | -3.19% | 0.86% | -12.2% |
| Consumer Staples | XLP | 0.80% | -1.70% | -8.24% | -5.70% |
| Energy | XLE | -0.55% | 0.24% | 4.67% | 11.6% |
| Financial | XLF | -0.20% | -5.25% | -7.21% | -19.7% |
| Health Care | XLV | 4.22% | 4.70% | 3.90% | 7.78% |
| Industrial | XLI | -1.14% | -7.06% | -2.31% | -8.13% |
| Materials | XLB | 0.44% | -4.39% | 2.72% | 7.89% |
| Real Estate | XLRE | 0.76% | -5.80% | -3.71% | -11.6% |
| Technology | XLK | -0.46% | -6.42% | 0.94% | -5.14% |
| Utilities | XLU | -0.61% | -5.30% | -9.10% | -14.1% |
| Aerospace & Defense | XAR | -0.08% | -9.02% | -10.6% | -23.3% |
| Biotech | XBI | 8.51% | -1.70% | 19.7% | 15.9% |
| Homebuilder | XHB | 0.87% | -2.75% | 12.3% | 11.6% |
| Retail | XRT | 0.28% | -3.27% | 4.96% | 6.18% |