Values as of: 2024-11-15
ETF | Preferred Stock |
Last Closing
USD 12.02Change
+0.01 (+0.08)%Market Cap
N/AVolume
3.30MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| 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 |
| PFXF | VanEck Preferred Securities ex.. |
+0.02 (+0.11%) |
N/A |
| VRP | Invesco Variable Rate Preferre.. |
-0.02 (-0.08%) |
N/A |
| PGF | Invesco Financial Preferred ET.. |
-0.01 (-0.07%) |
N/A |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| PFFL | ETRACS 2xMonthly Pay Leve.. | 49.77 % | 0.00 % |
-0.03 (0%) |
USD 0.01B |
| DWIN | 0.00 % | 0.25 % |
N/A |
N/A | |
| WBIR | 0.00 % | 1.25 % |
N/A |
N/A |
| 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 | 4.80% | 45% | F | 46% | F | ||
| Dividend Return | 5.00% | 45% | F | 72% | C | ||
| Total Return | 9.80% | 27% | F | 49% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | 8.39% | 36% | F | 43% | F | ||
| Dividend Return | 6.34% | 36% | F | 73% | C | ||
| Total Return | 14.72% | 27% | F | 47% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | -91.94% | 9% | A- | 2% | F | ||
| Dividend Return | 2.42% | 9% | A- | 7% | C- | ||
| Total Return | -89.52% | 9% | A- | 2% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | -4.53% | 27% | F | 14% | F | ||
| Dividend Return | -2.43% | 18% | F | 13% | F | ||
| Total Return | 2.10% | 18% | F | 49% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 19.70% | 27% | F | 56% | F | ||
| Risk Adjusted Return | -12.33% | 27% | F | 15% | F | ||
| Market Capitalization | N/A | N/A | N/A | N/A | N/A | ||
| 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.
There is nothing we particularly like
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.
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.
The company has under performed its peers on annual average total returns in the past 5 years.
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.
