When holding the Invesco Preferred Shares (PRFD) ETF, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~33 years), the longest duration with a negative return was 147 months (from December 1996 to February 2009).
This indicates that, within the same timeframe, any rolling period of 148 months or more has consistently resulted in a positive return.
Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.
Invesco Preferred Shares (PRFD) ETF: Historical Returns
Previous vs subsequent Returns
Is there a correlation between past and future returns over all 10-year rolling periods?
The following chart illustrates the relationship between past returns (x-axis) and subsequent returns (y-axis).
Data points are aggregated to show occurrences, and you can zoom in by clicking or drawing over the desired area.
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As of Aug 31, 2024, the annualized return of the previous 10 years has been 4.36%.
Rolling Returns
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
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Rolling Period Analysis
By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.
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Worst | Median | Best | Negative Periods |
---|---|---|---|
-45.21%
Mar 2008 - Feb 2009 |
+6.36% |
+104.86%
Mar 2009 - Feb 2010 |
32.28%
123 out of 381 |
-45.85%
Mar 2008 - Feb 2009 |
+4.35% |
+103.13%
Mar 2009 - Feb 2010 |
38.32%
146 out of 381 |
-33.90%
Mar 2007 - Feb 2009 |
+5.63% |
+50.03%
Mar 2009 - Feb 2011 |
21.68%
80 out of 369 |
-35.33%
Mar 2007 - Feb 2009 |
+4.19% |
+47.61%
Mar 2009 - Feb 2011 |
30.35%
112 out of 369 |
-25.17%
Mar 2006 - Feb 2009 |
+6.26% |
+35.04%
Mar 2009 - Feb 2012 |
18.49%
66 out of 357 |
-26.70%
Mar 2006 - Feb 2009 |
+4.16% |
+32.39%
Mar 2009 - Feb 2012 |
25.21%
90 out of 357 |
-16.66%
Mar 2005 - Feb 2009 |
+6.53% |
+28.69%
Mar 2009 - Feb 2013 |
15.94%
55 out of 345 |
-18.42%
Mar 2005 - Feb 2009 |
+4.69% |
+26.21%
Mar 2009 - Feb 2013 |
25.22%
87 out of 345 |
-13.54%
Mar 2004 - Feb 2009 |
+7.07% |
+21.57%
Mar 2009 - Feb 2014 |
13.21%
44 out of 333 |
-15.35%
Mar 2004 - Feb 2009 |
+5.19% |
+19.53%
Mar 2009 - Feb 2014 |
28.53%
95 out of 333 |
-10.74%
Mar 2003 - Feb 2009 |
+6.55% |
+23.97%
Mar 2009 - Feb 2015 |
12.46%
40 out of 321 |
-12.54%
Mar 2003 - Feb 2009 |
+4.93% |
+22.28%
Mar 2009 - Feb 2015 |
24.30%
78 out of 321 |
-10.73%
Mar 2002 - Feb 2009 |
+6.91% |
+20.89%
Mar 2009 - Feb 2016 |
8.74%
27 out of 309 |
-12.56%
Mar 2002 - Feb 2009 |
+5.27% |
+19.51%
Mar 2009 - Feb 2016 |
26.86%
83 out of 309 |
-7.44%
Mar 2001 - Feb 2009 |
+6.47% |
+19.46%
Mar 2009 - Feb 2017 |
8.42%
25 out of 297 |
-9.38%
Mar 2001 - Feb 2009 |
+5.06% |
+17.97%
Mar 2009 - Feb 2017 |
25.25%
75 out of 297 |
-5.18%
Mar 2000 - Feb 2009 |
+6.05% |
+15.51%
Mar 2009 - Feb 2018 |
4.91%
14 out of 285 |
-7.15%
Mar 2000 - Feb 2009 |
+4.43% |
+14.09%
Mar 2009 - Feb 2018 |
18.60%
53 out of 285 |
-3.53%
Mar 1999 - Feb 2009 |
+5.76% |
+15.46%
Jan 1992 - Dec 2001 |
1.83%
5 out of 273 |
-5.52%
Mar 1999 - Feb 2009 |
+4.06% |
+13.61%
Mar 2009 - Feb 2019 |
14.65%
40 out of 273 |
-2.93%
Mar 1998 - Feb 2009 |
+5.24% |
+14.56%
Mar 2009 - Feb 2020 |
1.92%
5 out of 261 |
-4.81%
Mar 1998 - Feb 2009 |
+3.61% |
+13.15%
Mar 2009 - Feb 2020 |
8.81%
23 out of 261 |
-1.15%
Mar 1997 - Feb 2009 |
+5.27% |
+12.81%
Mar 2009 - Feb 2021 |
0.40%
1 out of 249 |
-3.00%
Mar 1997 - Feb 2009 |
+3.29% |
+11.45%
Mar 2009 - Feb 2021 |
5.22%
13 out of 249 |
+0.72%
Mar 1996 - Feb 2009 |
+5.03% |
+12.26%
Mar 2009 - Feb 2022 |
0.00%
0 out of 237 |
-1.16%
Mar 1996 - Feb 2009 |
+3.17% |
+10.52%
Mar 2009 - Feb 2022 |
0.84%
2 out of 237 |
+1.88%
Mar 1995 - Feb 2009 |
+4.96% |
+11.49%
Jan 1992 - Dec 2005 |
0.00%
0 out of 225 |
-0.06%
Mar 1995 - Feb 2009 |
+3.20% |
+9.07%
Jan 1992 - Dec 2005 |
0.44%
1 out of 225 |
+0.85%
Mar 1994 - Feb 2009 |
+5.03% |
+10.55%
Mar 2009 - Feb 2024 |
0.00%
0 out of 213 |
-1.11%
Mar 1994 - Feb 2009 |
+3.18% |
+8.29%
Mar 2009 - Feb 2024 |
0.94%
2 out of 213 |
+1.71%
Mar 1993 - Feb 2009 |
+4.91% |
+7.92%
Jan 1992 - Dec 2007 |
0.00%
0 out of 201 |
-0.34%
Mar 1993 - Feb 2009 |
+3.17% |
+5.55%
Jan 1992 - Dec 2007 |
0.50%
1 out of 201 |
+3.08%
Mar 1992 - Feb 2009 |
+5.21% |
+7.53%
Aug 1995 - Jul 2012 |
0.00%
0 out of 189 |
+0.93%
Mar 1992 - Feb 2009 |
+3.45% |
+5.47%
Aug 1995 - Jul 2012 |
0.00%
0 out of 189 |
+3.11%
Nov 2005 - Oct 2023 |
+5.45% |
+8.15%
Sep 1992 - Aug 2010 |
0.00%
0 out of 177 |
+1.00%
Nov 2005 - Oct 2023 |
+3.48% |
+5.97%
Sep 1992 - Aug 2010 |
0.00%
0 out of 177 |
+3.49%
Mar 2002 - Feb 2021 |
+5.51% |
+8.15%
Jan 1992 - Dec 2010 |
0.00%
0 out of 165 |
+1.38%
Nov 2004 - Oct 2023 |
+3.75% |
+5.88%
Jan 1992 - Dec 2010 |
0.00%
0 out of 165 |
+3.15%
Nov 2003 - Oct 2023 |
+5.52% |
+8.51%
Apr 1995 - Mar 2015 |
0.00%
0 out of 153 |
+1.01%
Nov 2003 - Oct 2023 |
+3.65% |
+6.58%
Apr 1995 - Mar 2015 |
0.00%
0 out of 153 |
+4.27%
Jul 1998 - Jun 2023 |
+6.43% |
+8.56%
Jan 1992 - Dec 2016 |
0.00%
0 out of 93 |
+2.14%
Jun 1999 - May 2024 |
+4.68% |
+6.53%
Jan 1992 - Dec 2016 |
0.00%
0 out of 93 |
+5.15%
Nov 1993 - Oct 2023 |
+5.91% |
+7.77%
Jan 1992 - Dec 2021 |
0.00%
0 out of 33 |
+3.01%
Nov 1993 - Oct 2023 |
+3.77% |
+5.79%
Jan 1992 - Dec 2021 |
0.00%
0 out of 33 |
Invesco Preferred Shares (PRFD) ETF: Historical Returns