ducovest

PFXF:NYE-VanEck Preferred Securities ex Financials ETF (USD)

ETF | Preferred Stock |

Last Closing

USD 18.38

Change

+0.04 (+0.22)%

Market Cap

N/A

Volume

0.51M

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)

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Relative Returns (From:    To: 2024-09-23 )

Largest Industry Peers for Preferred Stock

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

-0.01 (-0.05%)

 USD 5.66B
FPEI First Trust Institutional Pref..

-0.02 (-0.10%)

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

-0.02 (-0.09%)

 USD 1.30B
PREF Principal Spectrum Preferred S..

-0.01 (-0.05%)

 USD 0.96B
PSK SPDR® ICE Preferred Securitie..

-0.04 (-0.11%)

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

+0.04 (+0.20%)

 USD 0.10B
SPFF Global X SuperIncome Preferred..

+0.01 (+0.11%)

 N/A
PGF Invesco Financial Preferred ET..

-0.10 (-0.63%)

 N/A
VRP Invesco Variable Rate Preferre..

-0.12 (-0.49%)

 N/A
PGX Invesco Preferred ETF

-0.07 (-0.56%)

 N/A

ETFs Containing PFXF

INC VanEck Dynamic High Incom.. 8.17 % 0.00 %

+0.07 (+0.25%)

 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 6.98% 36% F 48% F
Dividend Return 3.94% 45% F 70% C-
Total Return 10.93% 45% F 52% F
Trailing 12 Months  
Capital Gain 9.02% 18% F 39% F
Dividend Return 7.06% 91% A- 81% B-
Total Return 16.08% 27% F 45% F
Trailing 5 Years  
Capital Gain -8.96% 73% C 33% F
Dividend Return 24.51% 91% A- 78% C+
Total Return 15.55% 82% B 42% F
Average Annual (5 Year Horizon)  
Capital Gain -1.96% 73% C 27% F
Dividend Return 3.13% 82% B 40% F
Total Return 5.09% 91% A- 81% B-
Risk Return Profile  
Volatility (Standard Deviation) 10.90% 55% F 75% C
Risk Adjusted Return 28.74% 73% C 47% 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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:

There is nothing we particularly dislike