Fixed Income Preferred and Convertible Preferred

S&P U.S. Floating Rate Preferred Stock Index

792.68 USD 0.13% 1 Day

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Table View

As of Apr 28, 2025

792.68

-0.06%

1 Yr Return

MTD
QTD
YTD
1 Year
3 Year
5 Year
10 Year

Index Name

Price Return

1 Yr Return

S&P U.S. Floating Rate Preferred Stock Index

Launch Date: Oct 25, 2013

Price Return792.68

1 Yr Return-0.06%

The index Launch Date is Oct 25, 2013. All information for an index prior to its Launch Date is hypothetical back-tested, not actual performance, based on the index methodology in effect on the Launch Date.See More

Latest Close
Latest Month-End
Risk
Correlation

As of Apr 28, 2025

Index Level

1 Day

MTD

QTD

YTD

S&P U.S. Floating Rate Preferred Stock Index

Price Return

Index Level 792.68

1 Day 0.13%

MTD-1.02%

QTD-1.02%

YTD-4.24%

As of Mar 31, 2025

1 MTH

3 MTH

YTD

1 Year

3 Year

Annualized

5 Year

Annualized

10 Year

Annualized

S&P U.S. Floating Rate Preferred Stock Index

Price Return

1 MTH-5.64%

3 MTH-3.26%

YTD-3.26%

1 Year-0.67%

3 Year
Annualized0.83%

5 Year
Annualized3.02%

10 Year
Annualized0.47%

As of Mar 31, 2025

Annualized Risk

3 Year

5 Year

10 Year

Annualized Risk-Adj Returns

3 Year

5 Year

10 Year

S&P U.S. Floating Rate Preferred Stock Index

Price Return

Annualized Risk

3 Year12.29%

5 Year12.19%

10 Year11.56%

Annualized Risk-Adj Returns

3 Year0.07%

5 Year0.25%

10 Year0.04%

Risk is defined as standard deviation calculated using monthly values.

As of Apr 28, 2025

Bloomberg Ticker: SPPREFR

Documents

Related Indices

News & Announcements

Index News
-Nov 23, 2022
5:15 PM

S&P U.S. Preferred Stock Index Family Consultation on the Potential Exclusion of Publicly Traded Partnerships, Limited Partnerships, and Master Limited Partnerships — Results

Research & Insights

SEE ALL

Quick Facts

Weighting MethodCapped

Rebalancing FrequencyQuarterly in January, April, July, and October

Roll FrequencyN/A

Calculation FrequencyReal-time

Calculation CurrenciesUSD

Launch DateOct 25, 2013

Backward Data Assumption DateN/A

First Value DateSep 17, 2004

Regulatory AuthorizationEuropean Union - Endorsed

MethodologyS&P U.S. Preferred Stock Index Methodology

Characteristics

Number of Constituents10

Constituent Total Market Cap

Largest Market Cap1,193.38

Smallest Market Cap182.16

Mean Market Cap569.66

Median Market Cap465.93

Weight Largest Constituent (%)21.0

Weight Top 10 Constituents (%)100.0

ESG Characteristics

Carbon to Value Invested (metric tons CO₂e/$1M invested)*792.24

Carbon to Revenue (metric tons CO₂e/$1M revenues)*9.06

Weighted Average Carbon Intensity (metric tons CO₂e/$1M revenues)*13.06

*Operational and first-tier supply chain greenhouse gas emissions. For more information, please visit: www.spglobal.com/spdji/en/esg-metrics.

As of Mar 31, 2025

Sector Breakdown

Sector

Index Weight

Financials

94.5%

Real Estate

5.5%

The weightings for each sector of the index are rounded to the nearest tenth of a percent; therefore, the aggregate weights for the index may not equal 100%.

As of Mar 31, 2025

Country Breakdown

Country/Region
Number of Constituents
Total Market Cap
Index Weight

Country/Region

United States

Number of Constituents

10

Total Market Cap

5,696.63

Index Weight

100.0%

As of Mar 31, 2025

Tickers

Bloomberg Ticker
REUTERS

Price Return

Bloomberg Ticker

SPPREFR

REUTERS

N/A

Total Return

Bloomberg Ticker

SPPREFRT

REUTERS

N/A

Net Total Return

Bloomberg Ticker

SPPREFRN

REUTERS

N/A

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