Preferred Stock: Total Returns

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Data through 1/16/2019. 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 2.27 3.41 -0.95 -2.31 4.66 4.31
AllianzGI Prefd Secs and Inc Instl APEIX 1.94 3.44 -2.05 --- --- ---
AllianzGI Prefd Secs and Inc P APUPX 1.94 3.44 -2.06 --- --- ---
AllianzGI Prefd Secs and Inc R6 ARISX 1.94 3.44 -2.03 --- --- ---
Cohen & Steers Preferred Sec & Inc R CPRRX 2.01 2.43 -0.19 -2.86 4.10 ---
Cohen & Steers Preferred Sec & Inc A CPXAX 2.02 2.51 -0.15 -2.72 4.29 5.56
Cohen & Steers Preferred Sec & Inc C CPXCX 1.98 2.44 -0.32 -3.37 3.62 4.87
Cohen & Steers Preferred Sec & Inc F CPXFX 2.05 2.51 -0.06 -2.37 --- ---
Cohen & Steers Preferred Sec & Inc I CPXIX 2.05 2.50 -0.07 -2.41 4.61 5.90
Cohen & Steers Preferred Sec & Inc Z CPXZX 1.97 2.43 -0.06 -2.37 4.65 ---
Destra Flaherty & Crumrine Pref & Inc A DPIAX 1.98 2.97 -0.85 -2.76 4.65 5.77
Destra Flaherty & Crumrine Pref & Inc C DPICX 1.85 2.84 -1.09 -3.58 3.86 4.97
Destra Flaherty & Crumrine Pref & Inc I DPIIX 1.95 2.92 -0.85 -2.58 4.92 6.10
Salient Select Income Inv FFSLX 1.91 4.83 -1.74 -2.84 5.08 4.59
First Trust Preferred Sec & Inc A FPEAX 1.71 2.43 -0.43 -2.46 4.91 5.60
First Trust Preferred Sec & Inc C FPECX 1.64 2.39 -0.57 -3.10 4.18 4.86
First Trust Preferred Sec & Inc F FPEFX 1.70 2.41 -0.44 -2.48 5.03 5.72
First Trust Preferred Sec & Inc I FPEIX 1.72 2.43 -0.36 -2.16 5.23 5.91
First Trust Preferred Sec & Inc R3 FPERX 1.64 2.38 -0.54 -2.76 4.57 5.31
Altegris/AACA Real Estate Income A INMAX 1.12 6.65 -5.84 --- --- ---
Altegris/AACA Real Estate Income I INMIX 1.12 6.64 -4.22 --- --- ---
Altegris/AACA Real Estate Income N INMNX 1.12 6.61 -5.33 --- --- ---
Salient Select Income A KIFAX 1.89 4.81 -1.80 -2.86 5.02 4.54
Salient Select Income C KIFCX 1.88 4.85 -1.87 -3.60 4.38 3.92
Salient Select Income Institutional KIFYX 1.95 4.88 -1.70 -2.56 5.43 4.95
Cohen & Steers Low Duration Pref & Inc A LPXAX 1.16 1.67 -0.41 -0.34 3.37 ---
Cohen & Steers Low Duration Pref & Inc C LPXCX 1.11 1.68 -0.57 -1.00 2.68 ---
Cohen & Steers Low Duration Pref & Inc I LPXIX 1.28 1.78 -0.22 0.01 3.68 ---
Cohen & Steers Low Duration Pref & Inc R LPXRX 1.24 1.67 -0.36 -0.44 3.15 ---
Cohen & Steers Low Duration Pref & Inc Z LPXZX 1.28 1.67 -0.22 0.01 3.68 ---
Nuveen Preferred Secs & Inc A NPSAX 1.95 2.70 -0.75 -3.78 4.23 4.81
Nuveen Preferred Secs & Inc C NPSCX 1.84 2.67 -0.93 -4.49 3.46 4.02
Nuveen Preferred Secs & Inc R6 NPSFX 2.00 2.77 -0.62 -3.39 --- ---
Nuveen Preferred Secs & Inc I NPSRX 1.94 2.71 -0.69 -3.54 4.50 5.07
Nuveen Preferred Secs & Inc R3 NPSTX 1.94 2.74 -0.80 -4.02 3.98 4.54
Orinda Income Opportunities A OIOAX 2.55 5.93 -2.56 -1.37 5.91 2.66
Orinda Income Opportunities D OIODX 2.47 5.89 -2.69 -2.03 5.19 1.97
Orinda Income Opportunities I OIOIX 2.59 5.97 -2.42 -1.03 6.23 2.98
Oppenheimer Preferred Secs and Inc A OPRAX 2.52 3.41 -1.07 --- --- ---
Oppenheimer Preferred Secs and Inc I OPRIX 2.57 3.41 -0.95 --- --- ---
Oppenheimer Preferred Secs and Inc Y OPRYX 2.55 3.41 -1.00 --- --- ---
Principal Capital Securities S PCSFX 1.36 2.03 -1.04 -2.95 4.73 ---
PIMCO Preferred and Capital Secs A PFANX 1.94 2.64 -1.16 -2.98 6.49 ---
PIMCO Preferred and Capital Secs Instl PFINX 2.00 2.63 -1.09 -2.57 6.88 ---
PIMCO Preferred and Capital Secs I-3 PFNNX 2.05 2.75 -1.14 --- --- ---
PIMCO Preferred and Capital Secs I2 PFPNX 2.07 2.64 -1.12 -2.72 6.79 ---
Principal Preferred Securities R3 PNARX 1.73 2.36 -0.49 -2.76 3.53 4.68
Principal Preferred Securities R5 PPARX 1.75 2.46 -0.41 -2.45 3.85 5.02
Principal Preferred Securities R-6 PPREX 1.76 2.34 -0.45 -2.19 --- ---
Principal Preferred Securities R2 PPRSX 1.72 2.37 -0.54 -2.85 3.37 4.50
Principal Preferred Securities A PPSAX 1.83 2.43 -0.44 -2.53 3.76 4.90
Principal Preferred Securities Inst PPSIX 1.76 2.45 -0.37 -2.29 4.05 5.22
Principal Preferred Securities J PPSJX 1.77 2.39 -0.44 -2.57 3.77 4.90
Principal Preferred Securities R4 PQARX 1.75 2.36 -0.45 -2.58 3.74 4.87
Principal Preferred Securities C PRFCX 1.66 2.33 -0.63 -3.27 2.96 4.12
Principal Preferred Securities R1 PUSAX 1.70 2.35 -0.57 -2.97 3.20 4.37
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