PGX:NYE-Invesco Preferred ETF (USD)

ETF | Preferred Stock |

Last Closing

USD 12.24

Change

+0.09 (+0.74)%

Market Cap

N/A

Volume

4.06M

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: 2024-11-05 )

Largest Industry Peers for Preferred Stock

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

+0.03 (+0.17%)

USD 5.70B
FPEI First Trust Institutional Pref..

+0.03 (+0.16%)

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

+0.18 (+0.80%)

USD 1.39B
PREF Principal Spectrum Preferred S..

-0.01 (-0.05%)

USD 1.00B
PSK SPDR® ICE Preferred Securitie..

+0.28 (+0.80%)

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

+0.01 (+0.05%)

USD 0.11B
SPFF Global X SuperIncome Preferred..

+0.05 (+0.51%)

N/A
PFXF VanEck Preferred Securities ex..

+0.13 (+0.72%)

N/A
VRP Invesco Variable Rate Preferre..

+0.02 (+0.08%)

N/A
PGF Invesco Financial Preferred ET..

+0.15 (+0.97%)

N/A

ETFs Containing PGX

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

+0.17 (+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 6.71% 64% D 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.71% 64% D 52% F
Trailing 12 Months  
Capital Gain 12.40% 64% D 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.40% 64% D 47% F
Trailing 5 Years  
Capital Gain -17.35% 36% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -17.35% 45% F 34% F
Average Annual (5 Year Horizon)  
Capital Gain -4.59% 25% F 14% F
Dividend Return -2.47% 17% F 13% F
Total Return 2.12% 17% F 49% F
Risk Return Profile  
Volatility (Standard Deviation) 19.68% 25% F 54% F
Risk Adjusted Return -12.57% 25% F 15% 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.