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

ETF | Preferred Stock |

Last Closing

USD 18.01

Change

+0.16 (+0.90)%

Market Cap

N/A

Volume

0.34M

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: 2024-11-04 )

Largest Industry Peers for Preferred Stock

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

+0.11 (+0.62%)

USD 5.70B
FPEI First Trust Institutional Pref..

+0.01 (+0.05%)

USD 1.49B
PFFA Virtus InfraCap U.S. Preferred..

+0.03 (+0.13%)

USD 1.39B
PREF Principal Spectrum Preferred S..

N/A

USD 1.00B
PSK SPDR® ICE Preferred Securitie..

+0.37 (+1.07%)

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

-0.06 (-0.31%)

USD 0.11B
SPFF Global X SuperIncome Preferred..

+0.11 (+1.10%)

N/A
PGF Invesco Financial Preferred ET..

+0.19 (+1.25%)

N/A
VRP Invesco Variable Rate Preferre..

+0.03 (+0.12%)

N/A
PGX Invesco Preferred ETF

+0.15 (+1.25%)

N/A

ETFs Containing PFXF

INC VanEck Dynamic High Incom.. 8.17 % 0.00 %

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 4.83% 27% F 49% F
Dividend Return -71.33% 67% D+ 7% C-
Total Return -66.50% 18% F 6% D-
Trailing 12 Months  
Capital Gain 9.22% 18% F 43% F
Dividend Return -72.31% 67% D+ 9% A-
Total Return -63.10% 18% F 6% D-
Trailing 5 Years  
Capital Gain -10.22% 73% C 41% F
Dividend Return -40.71% 67% D+ 14% F
Total Return -50.93% 27% F 15% F
Average Annual (5 Year Horizon)  
Capital Gain -1.49% 75% C 27% F
Dividend Return 3.49% 83% B 41% F
Total Return 4.98% 92% A 83% B
Risk Return Profile  
Volatility (Standard Deviation) 11.21% 58% F 75% C
Risk Adjusted Return 31.10% 83% B 48% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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