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Principal[…]
| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | −0.2% | +0.1% | +0.7% | −1.4% | +0.4% | +1.3% | +27.2% | +13.7% | +42.6% |
| S&P 500 · VOO | −0.3% | +3.3% | −1.6% | −2.2% | +11.9% | +12.1% | +80.1% | +73.9% | — |
PREF reports no holdings we can show: […]
PREF has no close peers in our data yet: […]
No peers with a full year of prices to rank against yet.
| Fund | Sharpe | Sortino | Volatility | Max DD | Beta | Fee / $10k |
|---|---|---|---|---|---|---|
| PREF | −0.64 | −0.88 | 3.4% | −2.9% | 0.14 | $55 |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Nov 2, 2026 | Nov 4, 2026 | $0.0880 |
| Oct 1, 2026 | Oct 5, 2026 | $0.0855 |
| Sep 1, 2026 | Sep 3, 2026 | $0.0864 |
| Aug 3, 2026 | Aug 5, 2026 | $0.0878 |
| Jul 1, 2026 | Jul 6, 2026 | $0.0843 |
| Jun 1, 2026 | Jun 3, 2026 | $0.0843 |
| May 1, 2026 | May 5, 2026 | $0.0843 |
| Apr 1, 2026 | Apr 6, 2026 | $0.0840 |
| Mar 2, 2026 | Mar 4, 2026 | $0.0833 |
| Feb 2, 2026 | Feb 4, 2026 | $0.0810 |
| Dec 29, 2025 | Dec 31, 2025 | $0.0840 |
| Dec 1, 2025 | Dec 3, 2025 | $0.0827 |
