Preferred Stock: Total Returns

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Data through 3/18/2019. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Preferred Stock 1.68 7.97 7.66 2.85 5.35 4.52
AllianzGI Prefd Secs and Inc Instl APEIX 1.93 8.25 6.91 --- --- ---
AllianzGI Prefd Secs and Inc P APUPX 1.86 8.17 6.82 --- --- ---
AllianzGI Prefd Secs and Inc R6 ARISX 1.93 8.27 6.92 --- --- ---
Cohen & Steers Preferred Sec & Inc R CPRRX 1.56 6.40 6.23 2.40 5.44 ---
Cohen & Steers Preferred Sec & Inc A CPXAX 1.58 6.43 6.18 2.55 5.56 5.66
Cohen & Steers Preferred Sec & Inc C CPXCX 1.54 6.28 6.03 1.90 4.88 4.99
Cohen & Steers Preferred Sec & Inc F CPXFX 1.60 6.56 6.31 2.91 --- ---
Cohen & Steers Preferred Sec & Inc I CPXIX 1.67 6.55 6.38 2.93 5.91 6.02
Cohen & Steers Preferred Sec & Inc Z CPXZX 1.60 6.48 6.31 2.91 5.94 ---
Destra Flaherty & Crumrine Pref & Inc A DPIAX 1.53 7.43 6.96 2.13 5.87 5.89
Destra Flaherty & Crumrine Pref & Inc C DPICX 1.46 7.20 6.74 1.36 5.08 5.11
Destra Flaherty & Crumrine Pref & Inc I DPIIX 1.55 7.50 7.05 2.40 6.14 6.23
Salient Select Income Inv FFSLX 0.72 10.60 9.22 7.35 4.98 4.75
First Trust Preferred Sec & Inc A FPEAX 1.68 6.06 5.59 2.02 6.14 5.75
First Trust Preferred Sec & Inc C FPECX 1.61 5.92 5.48 1.39 5.41 5.01
First Trust Preferred Sec & Inc F FPEFX 1.67 6.12 5.66 2.14 6.30 5.87
First Trust Preferred Sec & Inc I FPEIX 1.69 6.13 5.72 2.40 6.49 6.07
First Trust Preferred Sec & Inc R3 FPERX 1.61 5.97 5.49 1.77 5.85 5.46
Altegris/AACA Real Estate Income A INMAX 2.80 13.30 10.61 --- --- ---
Altegris/AACA Real Estate Income I INMIX 2.80 13.27 10.59 --- --- ---
Altegris/AACA Real Estate Income N INMNX 2.79 13.22 10.55 --- --- ---
Innovative Preferred Plus A INPPX 2.28 7.49 --- --- --- ---
Innovative Preferred Plus I IPPPX 2.37 7.58 --- --- --- ---
Salient Select Income A KIFAX 0.67 10.56 9.17 7.29 4.93 4.70
Salient Select Income C KIFCX 0.64 10.45 9.01 6.42 4.27 4.08
Salient Select Income Institutional KIFYX 0.72 10.70 9.30 7.63 5.34 5.11
Cohen & Steers Low Duration Pref & Inc A LPXAX 0.97 4.18 3.85 2.68 4.38 ---
Cohen & Steers Low Duration Pref & Inc C LPXCX 0.81 3.96 3.63 1.89 3.64 ---
Cohen & Steers Low Duration Pref & Inc I LPXIX 0.99 4.24 3.91 2.94 4.66 ---
Cohen & Steers Low Duration Pref & Inc R LPXRX 0.94 4.02 3.69 2.45 4.13 ---
Cohen & Steers Low Duration Pref & Inc Z LPXZX 0.99 4.13 3.91 2.94 4.66 ---
Nuveen Preferred Secs & Inc A NPSAX 1.89 6.57 6.16 1.36 5.58 5.06
Nuveen Preferred Secs & Inc C NPSCX 1.77 6.40 5.91 0.55 4.80 4.27
Nuveen Preferred Secs & Inc R6 NPSFX 1.91 6.68 6.24 1.70 --- ---
Nuveen Preferred Secs & Inc I NPSRX 1.91 6.62 6.18 1.61 5.86 5.32
Nuveen Preferred Secs & Inc R3 NPSTX 1.86 6.54 6.07 1.07 5.30 4.79
Orinda Income Opportunities A OIOAX 2.67 12.84 11.31 7.82 7.04 3.41
Orinda Income Opportunities D OIODX 2.61 12.66 11.12 7.08 6.30 2.73
Orinda Income Opportunities I OIOIX 2.72 12.92 11.44 8.17 7.36 3.73
Oppenheimer Preferred Secs and Inc A OPRAX 1.70 7.84 7.13 1.74 --- ---
Oppenheimer Preferred Secs and Inc I OPRIX 1.74 7.92 7.32 2.12 --- ---
Oppenheimer Preferred Secs and Inc Y OPRYX 1.73 7.88 7.18 2.01 --- ---
Principal Capital Securities S PCSFX 1.39 5.65 5.07 1.47 6.36 5.03
PIMCO Preferred and Capital Secs A PFANX 2.08 6.72 6.10 2.10 8.27 ---
PIMCO Preferred and Capital Secs Instl PFINX 2.14 6.77 6.22 2.43 8.62 ---
PIMCO Preferred and Capital Secs I-3 PFNNX 2.22 6.87 6.26 --- --- ---
PIMCO Preferred and Capital Secs I2 PFPNX 2.23 6.76 6.28 2.37 8.58 ---
Principal Preferred Securities R3 PNARX 1.52 5.94 5.51 1.67 4.77 4.81
Principal Preferred Securities R5 PPARX 1.53 6.08 5.57 1.98 5.08 5.14
Principal Preferred Securities R-6 PPREX 1.55 6.10 5.72 2.24 --- ---
Principal Preferred Securities R2 PPRSX 1.51 5.93 5.49 1.49 4.57 4.63
Principal Preferred Securities A PPSAX 1.41 5.99 5.59 1.84 4.95 5.02
Principal Preferred Securities Inst PPSIX 1.44 6.08 5.58 2.02 5.25 5.34
Principal Preferred Securities J PPSJX 1.56 6.06 5.65 1.82 5.03 5.03
Principal Preferred Securities R4 PQARX 1.54 5.98 5.57 1.87 4.94 5.00
Principal Preferred Securities C PRFCX 1.45 5.87 5.40 1.09 4.21 4.27
Principal Preferred Securities R1 PUSAX 1.49 5.87 5.41 1.34 4.44 4.50
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