PREF ETF

$19.01

Returns Overview

3 Months
+1.70%
6 Months
+1.79%
YTD
+1.34%
1 Year
+7.13%
3 Years
+9.56%
5 Years
+3.13%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PREF have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

-

3 Months Performance

+1.70%

6 Months Performance

+1.79%

1 Year Performance

+7.13%

Benchmark & Peers

Benchmark
ICE BofA Merrill Lynch US Investment Grade Institutional Capital Securities Index(NA)
This ETF (YTD)
+1.34%
Peer Avg (YTD)
+2.08%
vs Peers
-0.75%

PREF ETF Performance

PREF performance across multiple time periods: YTD 1.34%, 1-year 7.13%, 3-year 9.56%, 5-year 3.13%.

PREF returns trail the peer average of 2.08% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this ETF.

PREF performance comparison shows side-by-side returns with another fund. PREF alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.00%May 26, 2026 to Jun 23, 2026
3 Months+1.70%Mar 23, 2026 to Jun 23, 2026
6 Months+1.79%Dec 23, 2025 to Jun 23, 2026
1 Year+7.13%N/A
3 Years+9.56%N/A
5 Years+3.13%N/A

All returns shown are total returns, not annualized