PREF:NYE-Principal Spectrum Preferred Securities Active ETF (USD)

ETF | Preferred Stock |

Last Closing

USD 17.91

Change

0.00 (0.00)%

Market Cap

USD 0.84B

Volume

0.14M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-28 )

Largest Industry Peers for Preferred Stock

Symbol Name Price(Change) Market Cap
FPE First Trust Preferred Securiti..

-0.01 (-0.06%)

USD 5.70B
FPEI First Trust Institutional Pref..

-0.02 (-0.11%)

USD 1.50B
PFFA Virtus InfraCap U.S. Preferred..

+0.08 (+0.36%)

USD 1.39B
PSK SPDR® ICE Preferred Securitie..

+0.05 (+0.14%)

USD 0.94B
PFFR ETFis Series Trust I - InfraCa..

+0.05 (+0.26%)

USD 0.12B
SPFF Global X SuperIncome Preferred..

+0.01 (+0.11%)

N/A
PFXF VanEck Preferred Securities ex..

+0.03 (+0.17%)

N/A
VRP Invesco Variable Rate Preferre..

+0.03 (+0.12%)

N/A
PGF Invesco Financial Preferred ET..

N/A

N/A
PGX Invesco Preferred ETF

N/A

N/A

ETFs Containing PREF

N/A

Market Performance

  Market Performance vs. Industry/Classification (Preferred Stock) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.28% 100% F 56% F
Dividend Return 1.23% 18% F 56% F
Total Return 3.51% 91% A- 57% F
Trailing 12 Months  
Capital Gain 5.66% 73% C 53% F
Dividend Return 4.88% 18% F 68% D+
Total Return 10.54% 64% D 55% F
Trailing 5 Years  
Capital Gain -82.30% 9% A- 3% F
Dividend Return 4.01% 9% A- 13% F
Total Return -78.29% 9% A- 4% F
Average Annual (5 Year Horizon)  
Capital Gain -24.01% 9% A- 3% F
Dividend Return -20.98% 9% A- 4% F
Total Return 3.02% 9% A- 61% D-
Risk Return Profile  
Volatility (Standard Deviation) 33.41% 9% A- 32% F
Risk Adjusted Return -62.80% 9% A- 5% F
Market Capitalization 0.84B 36% F 53% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.