ducovest

PGX:NYE-Invesco Preferred ETF (USD)

ETF | Preferred Stock |

Last Closing

USD 12.52

Change

0.00 (0.00)%

Market Cap

N/A

Volume

1.65M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-22 )

Largest Industry Peers for Preferred Stock

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

N/A

 USD 5.66B
FPEI First Trust Institutional Pref..

N/A

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

N/A

 USD 1.25B
PREF Principal Spectrum Preferred S..

N/A

 USD 0.96B
PSK SPDR® ICE Preferred Securitie..

N/A

 USD 0.96B
PFFR ETFis Series Trust I - InfraCa..

N/A

 USD 0.10B
SPFF Global X SuperIncome Preferred..

N/A

 N/A
PFXF VanEck Preferred Securities ex..

N/A

 N/A
VRP Invesco Variable Rate Preferre..

N/A

 N/A
PGF Invesco Financial Preferred ET..

N/A

 N/A

ETFs Containing PGX

PFFL ETRACS 2xMonthly Pay Leve.. 49.77 % 0.00 %

N/A

 USD 0.01B
DWIN 0.00 % 0.25 %

N/A

 N/A
WBIR 0.00 % 1.25 %

N/A

 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 9.15% 91% A- 55% F
Dividend Return 3.93% 55% F 70% C-
Total Return 13.09% 82% B 60% D-
Trailing 12 Months  
Capital Gain 13.51% 73% C 48% F
Dividend Return 5.85% 45% F 73% C
Total Return 19.36% 91% A- 53% F
Trailing 5 Years  
Capital Gain -16.37% 45% F 26% F
Dividend Return 16.82% 36% F 60% D-
Total Return 0.45% 27% F 28% F
Average Annual (5 Year Horizon)  
Capital Gain -5.10% 27% F 16% F
Dividend Return -1.55% 27% F 17% F
Total Return 3.54% 36% F 66% D+
Risk Return Profile  
Volatility (Standard Deviation) 12.01% 36% F 72% C
Risk Adjusted Return -12.93% 27% F 17% F
Market Capitalization N/A N/A N/A N/A N/A

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.