iShares U.S. Preferred Stock
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$32.18
- Net Assets:$0 Million
- NAV:$31.94
- Premium0.75%
- Peer Rank:349 of 397
- Investment Rating:D+
- Performance:C-
- RiskC+
We rate iShares Preferred and Income Sec at D+. Negative factors that influence this rating include a below average total return. The fund may be considered for investors seeking an Equity Income strategy.
Total return ranks below peers over the last three years. The iShares Preferred and Income Sec has returned an annual rate of 3.67% since inception. More recently, the fund has generated a total return of 2.63% in the last five years, -0.04% in the last three years, and 5.01% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 33% of them. It has also outpaced 36% of its competitors on a three year basis and 28% of them over the last year for the period ending 2/29/2024. On a year to date basis, PFF has returned 3.51%.
Downside risk has been below average. PFF has a draw down risk of -27.52%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 12.9%. This fund has had moderate volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As PFF is an exchange traded fund, it has no front end or back end load.
The iShares Preferred and Income Sec is managed by Gregory R Savage at BlackRock Fund Advisors. This fund is one of 353 BlackRock Fund Advisors exchange-traded funds launched since 3/12/1996 that we track.