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- Upturn Summary
- Fund Details
Global X U.S. Preferred ETF(PFFD)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PFFD
09/25/2026: PFFD (2-star) is currently NOT-A-BUY. Pass it for now.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 16.62% | Avg. Invested days 62 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 26, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $2.10B |
| Issuer | Global X Funds |
| Expense Ratio | 0.23% |
| Distribution Yield | 6.54% |
| Inception | Sep 11, 2017 |
Performance
| Period | Total Return |
|---|---|
| YTD | -0.57% |
| 1 Year | -3.03% |
| 3 Year | +4.79% |
| 5 Year | -1.19% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 7.22% |
| 3Y Volatility | 9.12% |
| 3Y Sharpe Ratio | 0.07 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Top Sectors
| Sector | Weight |
|---|---|
| Utilities | 85.32% |
| Technology | 9.13% |
| Industrials | 5.56% |
| Basic Materials | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 30.62x |
| Portfolio P/B | 1.22x |
| Portfolio P/S | 3.63x |
| Holdings Turnover | 36.65% |
Top Holdings
| Holding | Weight |
|---|---|
| Wells Fargo & | 2.23% |
| Citigroup Capital XIII TR PFD SECS | 1.99% |
| Microchip Technology | 1.53% |
| The Southern | 1.52% |
| Bank of America | 1.42% |
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