ducovest

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

ETF | Preferred Stock |

Last Closing

USD 18.37

Change

+0.03 (+0.16)%

Market Cap

N/A

Volume

0.59M

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: 2024-09-26 )

Largest Industry Peers for Preferred Stock

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

-0.08 (-0.44%)

 USD 5.66B
FPEI First Trust Institutional Pref..

-0.07 (-0.37%)

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

N/A

 USD 1.30B
PREF Principal Spectrum Preferred S..

+0.03 (+0.16%)

 USD 0.96B
PSK SPDR® ICE Preferred Securitie..

+0.03 (+0.08%)

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

-0.05 (-0.25%)

 USD 0.10B
SPFF Global X SuperIncome Preferred..

+0.03 (+0.31%)

 N/A
PGF Invesco Financial Preferred ET..

+0.03 (+0.19%)

 N/A
VRP Invesco Variable Rate Preferre..

+0.08 (+0.33%)

 N/A
PGX Invesco Preferred ETF

-0.01 (-0.08%)

 N/A

ETFs Containing PFXF

INC VanEck Dynamic High Incom.. 8.17 % 0.00 %

+0.06 (+0.22%)

 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 6.93% 36% F 45% F
Dividend Return 3.94% 36% F 70% C-
Total Return 10.87% 45% F 49% F
Trailing 12 Months  
Capital Gain 9.61% 9% A- 37% F
Dividend Return 7.11% 91% A- 82% B
Total Return 16.71% 27% F 43% F
Trailing 5 Years  
Capital Gain -9.06% 73% C 32% F
Dividend Return 24.50% 91% A- 78% C+
Total Return 15.44% 82% B 40% 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