PGF:NYE-Invesco Financial Preferred ETF (USD)

ETF | Preferred Stock |

Last Closing

USD 15.23

Change

-0.02 (-0.13)%

Market Cap

N/A

Volume

0.12M

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: 2024-11-13 )

Largest Industry Peers for Preferred Stock

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

+0.01 (+0.06%)

USD 5.78B
FPEI First Trust Institutional Pref..

+0.02 (+0.11%)

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

+0.02 (+0.09%)

USD 1.40B
PREF Principal Spectrum Preferred S..

+0.03 (+0.16%)

USD 1.00B
PSK SPDR® ICE Preferred Securitie..

-0.06 (-0.17%)

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

-0.08 (-0.41%)

USD 0.11B
SPFF Global X SuperIncome Preferred..

-0.01 (-0.10%)

N/A
PFXF VanEck Preferred Securities ex..

+0.04 (+0.22%)

N/A
VRP Invesco Variable Rate Preferre..

+0.03 (+0.12%)

N/A
PGX Invesco Preferred ETF

N/A

N/A

ETFs Containing PGF

FFIU Fieldstone UVA Unconstrai.. 0.00 % 0.45 %

-0.06 (-0.28%)

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 4.46% 27% F 43% F
Dividend Return 5.25% 64% D 75% C
Total Return 9.71% 18% F 47% F
Trailing 12 Months  
Capital Gain 7.56% 18% F 38% F
Dividend Return 6.74% 73% C 77% C+
Total Return 14.30% 18% F 44% F
Trailing 5 Years  
Capital Gain -18.95% 36% F 23% F
Dividend Return 23.93% 27% F 71% C-
Total Return 4.98% 27% F 29% F
Average Annual (5 Year Horizon)  
Capital Gain -4.42% 36% F 15% F
Dividend Return -2.43% 27% F 13% F
Total Return 1.99% 9% A- 47% F
Risk Return Profile  
Volatility (Standard Deviation) 18.73% 36% F 58% F
Risk Adjusted Return -12.97% 18% 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.