(PGX) Invesco Preferred - Performance 1.6% in 12m
PGX performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
-18.61%
#23 in Peer-Group
Rel. Strength
41.36%
#4494 in Stock-Universe
Total Return 12m
1.62%
#21 in Peer-Group
Total Return 5y
5.03%
#21 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 11.96 USD |
| 52 Week Low | 10.62 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 84.80 |
| Buy/Sell Signal +-5 | -0.69 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: PGX (1.6%) vs SPY (13.5%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| VRP NYSE ARCA Invesco Variable Rate |
1.23% | 7.79% | 36% | - | - | - | - | - |
| PFFA NYSE ARCA Virtus InfraCap U.S. |
3.15% | 8.97% | 93.9% | - | - | - | - | - |
| FPEI NYSE ARCA First Trust Institutional |
1.38% | 8.74% | 31.9% | - | - | - | - | - |
| PREF NYSE ARCA Principal Spectrum |
1.26% | 8.2% | 22.5% | - | - | - | - | - |
| PFFV NYSE ARCA Global X Variable Rate |
1.24% | 4.04% | 30.1% | - | - | - | - | - |
| FPE NYSE ARCA First Trust Preferred |
1.65% | 7.48% | 27.2% | - | - | - | - | - |
| JHPI NYSE ARCA John Hancock Preferred |
1.83% | 6.94% | 11.6% | - | - | - | - | - |
| PFXF NYSE ARCA VanEck Preferred Securities |
3.82% | 9.24% | 32.9% | - | - | - | - | - |
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 | 2.74% | 4.01% | 4.01% |
| 3 Months | 6.27% | 17.14% | 17.14% |
| 12 Months | 1.62% | 13.46% | 13.46% |
| 5 Years | 5.03% | 112.73% | 112.73% |
| Trend Score (consistency of price movement) | PGX | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 95.6% | 90.3% | 90.3% |
| 3 Months | 79.1% | 97.5% | 97.5% |
| 12 Months | -52.9% | 46.4% | 46.4% |
| 5 Years | -33.1% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th70.83 | -1.22% | -1.22% |
| 3 Month | %th54.17 | -9.28% | -9.28% |
| 12 Month | %th20.83 | -10.44% | -10.44% |
| 5 Years | %th16.67 | -50.63% | -50.63% |
FAQs
Does Invesco Preferred (PGX) outperform the market?
No,
over the last 12 months PGX made 1.62%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.46%.
Over the last 3 months PGX made 6.27%, while SPY made 17.14%.
Performance Comparison PGX vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PGX vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.1% | -1.3% | -4.9% | -12% |
| US NASDAQ 100 | QQQ | 0.1% | -1.5% | -6.9% | -12% |
| German DAX 40 | DAX | -0.3% | 1.5% | -17% | -29% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.1% | -1.8% | -9.4% | -17% |
| Hongkong Hang Seng | HSI | -0.8% | -0.1% | -26.9% | -33% |
| India NIFTY 50 | INDA | 1.4% | 3.6% | -5.4% | 4% |
| Brasil Bovespa | EWZ | 4.3% | 3.4% | -20% | 0% |
PGX vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.5% | 1% | -8.2% | -22% |
| Consumer Discretionary | XLY | -0.9% | -0.6% | 2.8% | -17% |
| Consumer Staples | XLP | 2.1% | 2.9% | -4% | -6% |
| Energy | XLE | -2.9% | -1.4% | 2.6% | -0% |
| Financial | XLF | 1.5% | 0.1% | -7.2% | -24% |
| Health Care | XLV | -0.1% | 2.7% | 6.6% | 8% |
| Industrial | XLI | -0.3% | -1.7% | -10.8% | -22% |
| Materials | XLB | -0.6% | -1.7% | -5.6% | -2% |
| Real Estate | XLRE | 0.3% | 2.9% | -3.4% | -7% |
| Technology | XLK | 0.2% | -3.9% | -10% | -10% |
| Utilities | XLU | -0% | 0.1% | -9% | -18% |
| Aerospace & Defense | XAR | -0.6% | -4.1% | -24.9% | -47% |
| Biotech | XBI | -3.6% | -0.4% | 5.3% | 13% |
| Homebuilder | XHB | -3% | -6% | 1.7% | 3% |
| Retail | XRT | 0.1% | -0.5% | -0.1% | -5% |
PGX vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -0.5% | -0.56% | 8.99% | 6% |
| Natural Gas | UNG | 1.8% | 9.2% | 21.1% | 4% |
| Gold | GLD | -0% | 2.5% | -22.8% | -37% |
| Silver | SLV | -4.3% | -3.6% | -27% | -21% |
| Copper | CPER | -10.3% | -12.2% | -24.5% | -22% |
PGX vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.9% | 2.8% | 0.4% | 6% |
| iShares High Yield Corp. Bond | HYG | 0.6% | 1.6% | -1.9% | -7% |