ducovest

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

ETF | Preferred Stock |

Last Closing

USD 17.96

Change

-0.08 (-0.44)%

Market Cap

N/A

Volume

0.34M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-14 )

Largest Industry Peers for Preferred Stock

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

-0.05 (-0.28%)

 USD 5.78B
FPEI First Trust Institutional Pref..

-0.02 (-0.11%)

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

-0.09 (-0.40%)

 USD 1.40B
PREF Principal Spectrum Preferred S..

+0.01 (+0.05%)

 USD 1.00B
PSK SPDR® ICE Preferred Securitie..

-0.06 (-0.17%)

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

+0.03 (+0.16%)

 USD 0.11B
SPFF Global X SuperIncome Preferred..

-0.02 (-0.21%)

 N/A
PGF Invesco Financial Preferred ET..

-0.04 (-0.26%)

 N/A
VRP Invesco Variable Rate Preferre..

-0.01 (-0.04%)

 N/A
PGX Invesco Preferred ETF

-0.04 (-0.33%)

 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 4.54% 36% F 44% F
Dividend Return 5.31% 73% C 75% C
Total Return 9.85% 36% F 49% F
Trailing 12 Months  
Capital Gain 7.67% 27% F 39% F
Dividend Return 7.44% 82% B 81% B-
Total Return 15.11% 45% F 46% F
Trailing 5 Years  
Capital Gain -10.56% 64% D 33% F
Dividend Return 29.00% 82% B 80% B-
Total Return 18.44% 73% C 41% F
Average Annual (5 Year Horizon)  
Capital Gain -1.43% 73% C 26% F
Dividend Return 3.18% 82% B 38% F
Total Return 4.61% 82% B 80% B-
Risk Return Profile  
Volatility (Standard Deviation) 12.11% 55% F 74% C
Risk Adjusted Return 26.22% 73% C 42% 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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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