PGX:NYE-Invesco Preferred ETF (USD)

ETF | Preferred Stock |

Last Closing

USD 12.13

Change

-0.03 (-0.25)%

Market Cap

N/A

Volume

2.75M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-10-29 )

Largest Industry Peers for Preferred Stock

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

-0.05 (-0.28%)

USD 5.70B
FPEI First Trust Institutional Pref..

-0.03 (-0.16%)

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

-0.22 (-0.97%)

USD 1.39B
PREF Principal Spectrum Preferred S..

-0.03 (-0.16%)

USD 1.00B
PSK SPDR® ICE Preferred Securitie..

+0.02 (+0.06%)

USD 0.94B
PFFR ETFis Series Trust I - InfraCa..

N/A

USD 0.12B
SPFF Global X SuperIncome Preferred..

-0.01 (-0.10%)

N/A
PFXF VanEck Preferred Securities ex..

-0.06 (-0.33%)

N/A
VRP Invesco Variable Rate Preferre..

-0.02 (-0.08%)

N/A
PGF Invesco Financial Preferred ET..

-0.04 (-0.26%)

N/A

ETFs Containing PGX

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

-0.03 (0%)

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 5.75% 64% D 50% F
Dividend Return -185.39% 20% F 15% F
Total Return -179.63% 9% A- 2% F
Trailing 12 Months  
Capital Gain 18.00% 82% B 50% F
Dividend Return -205.59% 20% F 16% F
Total Return -187.60% 9% A- 2% F
Trailing 5 Years  
Capital Gain -19.03% 36% F 31% F
Dividend Return -128.58% 20% F 16% F
Total Return -147.60% 9% A- 2% F
Average Annual (5 Year Horizon)  
Capital Gain -4.67% 27% F 14% F
Dividend Return -1.84% 27% F 15% F
Total Return 2.83% 18% F 60% D-
Risk Return Profile  
Volatility (Standard Deviation) 16.43% 27% F 63% D
Risk Adjusted Return -11.18% 27% 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.