PGF:NYE-Invesco Financial Preferred ETF (USD)

ETF | Preferred Stock |

Last Closing

USD 15.48

Change

-0.34 (-2.15)%

Market Cap

N/A

Volume

0.20M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-10-21 )

Largest Industry Peers for Preferred Stock

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

-0.06 (-0.33%)

USD 5.74B
FPEI First Trust Institutional Pref..

-0.03 (-0.16%)

USD 1.51B
PFFA Virtus InfraCap U.S. Preferred..

-0.28 (-1.21%)

USD 1.41B
PREF Principal Spectrum Preferred S..

-0.01 (-0.03%)

USD 0.99B
PSK SPDR® ICE Preferred Securitie..

-0.36 (-1.01%)

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

-0.22 (-1.11%)

USD 0.11B
SPFF Global X SuperIncome Preferred..

-0.09 (-0.92%)

N/A
PFXF VanEck Preferred Securities ex..

-0.21 (-1.14%)

N/A
VRP Invesco Variable Rate Preferre..

-0.20 (-0.81%)

N/A
PGX Invesco Preferred ETF

-0.23 (-1.85%)

N/A

ETFs Containing PGF

FFIU Fieldstone UVA Unconstrai.. 0.00 % 0.45 %

-0.19 (-0.88%)

USD 0.05B

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 6.17% 36% F 48% F
Dividend Return -176.68% 67% D+ 17% F
Total Return -170.50% 18% F 1% F
Trailing 12 Months  
Capital Gain 17.27% 64% D 48% F
Dividend Return -193.71% 67% D+ 19% F
Total Return -176.44% 18% F 1% F
Trailing 5 Years  
Capital Gain -18.01% 45% F 31% F
Dividend Return -123.88% 67% D+ 19% F
Total Return -141.89% 18% F 2% F
Average Annual (5 Year Horizon)  
Capital Gain -4.62% 36% F 15% F
Dividend Return -1.27% 18% F 17% F
Total Return 3.35% 18% F 65% D
Risk Return Profile  
Volatility (Standard Deviation) 11.85% 45% F 74% C
Risk Adjusted Return -10.72% 18% F 16% 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.