Preferred Stock: Total Returns

Data through 3/20/2019. 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 1.19 7.79 8.34 3.09 5.30 4.53
AllianzGI Prefd Secs and Inc Instl APEIX 1.52 8.18 7.72 --- --- ---
AllianzGI Prefd Secs and Inc P APUPX 1.51 8.17 7.71 --- --- ---
AllianzGI Prefd Secs and Inc R6 ARISX 1.52 8.19 7.81 --- --- ---
Cohen & Steers Preferred Sec & Inc R CPRRX 1.19 6.16 6.33 2.54 5.36 ---
Cohen & Steers Preferred Sec & Inc A CPXAX 1.27 6.28 6.36 2.77 5.50 5.64
Cohen & Steers Preferred Sec & Inc C CPXCX 1.23 6.12 6.20 2.11 4.83 4.97
Cohen & Steers Preferred Sec & Inc F CPXFX 1.30 6.40 6.49 3.13 --- ---
Cohen & Steers Preferred Sec & Inc I CPXIX 1.29 6.31 6.48 3.00 5.83 5.98
Cohen & Steers Preferred Sec & Inc Z CPXZX 1.30 6.32 6.49 3.13 5.89 ---
Destra Flaherty & Crumrine Pref & Inc A DPIAX 1.18 7.30 7.42 2.40 5.83 5.88
Destra Flaherty & Crumrine Pref & Inc C DPICX 1.12 7.08 7.25 1.63 5.04 5.11
Destra Flaherty & Crumrine Pref & Inc I DPIIX 1.20 7.37 7.51 2.68 6.10 6.22
Salient Select Income Inv FFSLX 0.24 10.39 10.99 7.66 4.92 4.86
First Trust Preferred Sec & Inc A FPEAX 1.19 5.84 5.76 2.15 6.06 5.70
First Trust Preferred Sec & Inc C FPECX 1.18 5.70 5.64 1.52 5.34 4.95
First Trust Preferred Sec & Inc F FPEFX 1.23 5.90 5.88 2.23 6.22 5.82
First Trust Preferred Sec & Inc I FPEIX 1.25 5.91 5.89 2.49 6.41 6.01
First Trust Preferred Sec & Inc R3 FPERX 1.22 5.80 5.76 1.90 5.79 5.41
Altegris/AACA Real Estate Income A INMAX 2.04 13.06 13.47 --- --- ---
Altegris/AACA Real Estate Income I INMIX 1.93 12.91 13.32 --- --- ---
Altegris/AACA Real Estate Income N INMNX 1.92 12.87 13.27 --- --- ---
Innovative Preferred Plus A INPPX 1.22 7.39 --- --- --- ---
Innovative Preferred Plus I IPPPX 1.22 7.49 --- --- --- ---
Salient Select Income A KIFAX 0.19 10.35 10.94 7.65 4.86 4.80
Salient Select Income C KIFCX 0.15 10.24 10.83 6.79 4.20 4.18
Salient Select Income Institutional KIFYX 0.24 10.49 11.07 8.00 5.27 5.21
Cohen & Steers Low Duration Pref & Inc A LPXAX 0.87 4.08 3.97 2.79 4.34 ---
Cohen & Steers Low Duration Pref & Inc C LPXCX 0.81 3.96 3.85 2.10 3.64 ---
Cohen & Steers Low Duration Pref & Inc I LPXIX 0.78 4.13 4.02 3.04 4.62 ---
Cohen & Steers Low Duration Pref & Inc R LPXRX 0.73 3.91 3.91 2.45 4.10 ---
Cohen & Steers Low Duration Pref & Inc Z LPXZX 0.78 4.02 4.02 3.04 4.62 ---
Nuveen Preferred Secs & Inc A NPSAX 1.40 6.34 6.30 1.53 5.51 4.99
Nuveen Preferred Secs & Inc C NPSCX 1.34 6.17 6.05 0.78 4.73 4.21
Nuveen Preferred Secs & Inc R6 NPSFX 1.42 6.46 6.38 1.87 --- ---
Nuveen Preferred Secs & Inc I NPSRX 1.42 6.40 6.33 1.78 5.78 5.25
Nuveen Preferred Secs & Inc R3 NPSTX 1.37 6.32 6.22 1.30 5.23 4.73
Orinda Income Opportunities A OIOAX 1.58 12.53 13.21 8.02 6.94 3.39
Orinda Income Opportunities D OIODX 1.51 12.35 13.04 7.28 6.21 2.70
Orinda Income Opportunities I OIOIX 1.63 12.61 13.33 8.37 7.27 3.71
Oppenheimer Preferred Secs and Inc A OPRAX 1.28 7.51 7.51 1.83 --- ---
Oppenheimer Preferred Secs and Inc I OPRIX 1.32 7.58 7.58 2.32 --- ---
Oppenheimer Preferred Secs and Inc Y OPRYX 1.31 7.55 7.55 2.10 --- ---
Principal Capital Securities S PCSFX 1.29 5.65 5.29 1.77 6.36 5.03
PIMCO Preferred and Capital Secs A PFANX 1.67 6.51 6.33 2.19 8.20 ---
PIMCO Preferred and Capital Secs Instl PFINX 1.63 6.56 6.45 2.52 8.55 ---
PIMCO Preferred and Capital Secs I-3 PFNNX 1.61 6.55 6.38 --- --- ---
PIMCO Preferred and Capital Secs I2 PFPNX 1.61 6.44 6.40 2.36 8.47 ---
Principal Preferred Securities R3 PNARX 1.20 5.83 5.74 1.77 4.74 4.81
Principal Preferred Securities R5 PPARX 1.22 5.97 5.91 2.08 5.05 5.14
Principal Preferred Securities R-6 PPREX 1.24 5.99 5.95 2.33 --- ---
Principal Preferred Securities R2 PPRSX 1.19 5.82 5.72 1.59 4.54 4.63
Principal Preferred Securities A PPSAX 1.20 5.89 5.81 1.94 4.92 5.02
Principal Preferred Securities Inst PPSIX 1.23 5.97 5.81 2.22 5.21 5.32
Principal Preferred Securities J PPSJX 1.24 5.95 5.88 2.02 4.99 5.03
Principal Preferred Securities R4 PQARX 1.22 5.88 5.80 1.97 4.91 5.00
Principal Preferred Securities C PRFCX 1.25 5.76 5.62 1.28 4.18 4.25
Principal Preferred Securities R1 PUSAX 1.18 5.76 5.75 1.44 4.40 4.50