PGX:NYE-Invesco Preferred ETF (USD)

ETF | Preferred Stock |

Last Closing

USD 10.94

Change

0.00 (0.00)%

Market Cap

N/A

Volume

8.75M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-04-19 )

ETFs Containing PGX

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

N/A

USD 7.74M
FPE First Trust Preferred Sec.. 1.04 % 0.85 %

N/A

USD 5.57B
DWIN 0.00 % 0.25 %

N/A

N/A
WBIR 0.00 % 1.25 %

N/A

N/A
FPEI First Trust Institutional.. 0.00 % 0.85 %

N/A

USD 1.48B

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 -5.12% 36% F 51% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.12% 36% F 49% F
Trailing 12 Months  
Capital Gain -3.95% 45% F 36% F
Dividend Return 3.53% 27% F 59% D-
Total Return -0.42% 18% F 37% F
Trailing 5 Years  
Capital Gain -92.11% 9% A- 2% F
Dividend Return 2.33% 9% A- 5% F
Total Return -89.78% 9% A- 2% F
Average Annual (5 Year Horizon)  
Capital Gain -5.02% 27% F 14% F
Dividend Return -2.74% 27% F 13% F
Total Return 2.28% 18% F 52% F
Risk Return Profile  
Volatility (Standard Deviation) 19.42% 18% F 53% F
Risk Adjusted Return -14.09% 27% 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.