ducovest

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

ETF | Preferred Stock |

Last Closing

USD 17.98

Change

+0.02 (+0.11)%

Market Cap

N/A

Volume

0.26M

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: 2024-11-15 )

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..

-0.01 (-0.04%)

 USD 1.40B
PREF Principal Spectrum Preferred S..

-0.01 (-0.05%)

 USD 1.00B
PSK SPDR® ICE Preferred Securitie..

-0.01 (-0.03%)

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

+0.02 (+0.10%)

 USD 0.11B
SPFF Global X SuperIncome Preferred..

-0.01 (-0.10%)

 N/A
PGF Invesco Financial Preferred ET..

-0.01 (-0.07%)

 N/A
VRP Invesco Variable Rate Preferre..

-0.02 (-0.08%)

 N/A
PGX Invesco Preferred ETF

+0.01 (+0.08%)

 N/A

ETFs Containing PFXF

INC 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 4.66% 36% F 46% F
Dividend Return 5.31% 73% C 74% C
Total Return 9.97% 36% F 50% F
Trailing 12 Months  
Capital Gain 7.60% 27% F 41% F
Dividend Return 7.43% 82% B 80% B-
Total Return 15.03% 36% F 48% F
Trailing 5 Years  
Capital Gain -10.46% 64% D 33% F
Dividend Return 29.00% 82% B 80% B-
Total Return 18.54% 73% C 42% 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