Values as of: 2024-09-19
ETF | Preferred Stock |
Last Closing
USD 12.5Change
+0.07 (+0.56)%Market Cap
N/AVolume
2.49MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| FPE | First Trust Preferred Securiti.. |
+0.09 (+0.50%) |
USD 5.50B |
| FPEI | First Trust Institutional Pref.. |
+0.09 (+0.45%) |
USD 1.47B |
| PFFA | Virtus InfraCap U.S. Preferred.. |
+0.22 (+0.97%) |
USD 1.25B |
| PREF | Principal Spectrum Preferred S.. |
+0.11 (+0.59%) |
USD 0.95B |
| PSK | SPDR® ICE Preferred Securitie.. |
+0.17 (+0.48%) |
USD 0.93B |
| PFFR | ETFis Series Trust I - InfraCa.. |
+0.23 (+1.17%) |
USD 0.10B |
| SPFF | Global X SuperIncome Preferred.. |
+0.01 (+0.10%) |
N/A |
| PFXF | VanEck Preferred Securities ex.. |
+0.09 (+0.49%) |
N/A |
| VRP | Invesco Variable Rate Preferre.. |
+0.13 (+0.53%) |
N/A |
| PGF | Invesco Financial Preferred ET.. |
+0.07 (+0.44%) |
N/A |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| PFFL | ETRACS 2xMonthly Pay Leve.. | 49.77 % | 0.00 % |
+0.13 (+0%) |
USD 0.01B |
| DWIN | 0.00 % | 0.25 % |
N/A |
N/A | |
| WBIR | 0.00 % | 1.25 % |
N/A |
N/A |
| 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 | 8.98% | 91% | A- | 53% | F | ||
| Dividend Return | 3.93% | 55% | F | 71% | C- | ||
| Total Return | 12.91% | 82% | B | 58% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | 13.74% | 82% | B | 48% | F | ||
| Dividend Return | 5.87% | 36% | F | 73% | C | ||
| Total Return | 19.61% | 91% | A- | 52% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | -16.61% | 45% | F | 25% | F | ||
| Dividend Return | 17.25% | 36% | F | 61% | D- | ||
| Total Return | 0.63% | 27% | F | 28% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | -5.16% | 27% | F | 16% | F | ||
| Dividend Return | -1.62% | 18% | F | 17% | F | ||
| Total Return | 3.53% | 36% | F | 66% | D+ | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 11.94% | 36% | F | 73% | C | ||
| Risk Adjusted Return | -13.60% | 27% | F | 17% | F | ||
| Market Capitalization | N/A | N/A | N/A | N/A | N/A | ||
| 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.
There is nothing we particularly like
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.
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.
The company has under performed its peers on annual average total returns in the past 5 years.
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.
