Values as of: 2024-10-21
ETF | Preferred Stock |
Last Closing
USD 12.23Change
-0.23 (-1.85)%Market Cap
N/AVolume
5.41MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| 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 |
| PGF | Invesco Financial Preferred ET.. |
-0.34 (-2.15%) |
N/A |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| PFFL | ETRACS 2xMonthly Pay Leve.. | 49.77 % | 0.00 % |
-0.35 (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 | 6.63% | 64% | D | 50% | F | ||
| Dividend Return | -185.39% | 33% | F | 15% | F | ||
| Total Return | -178.76% | 9% | A- | 1% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | 19.32% | 82% | B | 51% | F | ||
| Dividend Return | -206.19% | 33% | F | 17% | F | ||
| Total Return | -186.88% | 9% | A- | 1% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | -18.79% | 36% | F | 30% | F | ||
| Dividend Return | -127.89% | 33% | F | 17% | F | ||
| Total Return | -146.68% | 9% | A- | 1% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | -4.77% | 27% | F | 15% | F | ||
| Dividend Return | -1.22% | 27% | F | 17% | F | ||
| Total Return | 3.55% | 36% | F | 67% | D+ | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 12.34% | 36% | F | 73% | C | ||
| Risk Adjusted Return | -9.90% | 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.
