Values as of: 2025-04-23
ETF | Preferred Stock |
Last Closing
USD 11Change
+0.08 (+0.73)%Market Cap
N/AVolume
6.67MAnalyst Target
N/A
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| FPE | First Trust Preferred Securiti.. |
+0.09 (+0.52%) |
USD 5.57B |
| FPEI | First Trust Institutional Pref.. |
+0.14 (+0.77%) |
USD 1.48B |
| PFFA | Virtus InfraCap U.S. Preferred.. |
+0.02 (+0.10%) |
USD 1.35B |
| PREF | Principal Spectrum Preferred S.. |
+0.11 (+0.60%) |
USD 1.14B |
| PSK | SPDR® ICE Preferred Securitie.. |
+0.19 (+0.60%) |
USD 0.81B |
| PFFR | ETFis Series Trust I - InfraCa.. |
+0.16 (+0.90%) |
USD 0.09B |
| SPFF | Global X SuperIncome Preferred.. |
+0.04 (+0.43%) |
N/A |
| PFXF | VanEck Preferred Securities ex.. |
+0.17 (+1.06%) |
N/A |
| VRP | Invesco Variable Rate Preferre.. |
+0.11 (+0.46%) |
N/A |
| PGF | Invesco Financial Preferred ET.. |
+0.11 (+0.79%) |
N/A |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| PFFL | ETRACS 2xMonthly Pay Leve.. | 49.77 % | 0.00 % |
+0.15 (+0.77%) |
USD 7.74M |
| FPE | First Trust Preferred Sec.. | 1.04 % | 0.85 % |
+0.09 (+0.77%) |
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 % |
+0.14 (+0.77%) |
USD 1.48B |
| 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 | -4.60% | 36% | F | 49% | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -4.60% | 36% | F | 47% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | -4.51% | 45% | F | 36% | F | ||
| Dividend Return | 3.00% | 27% | F | 53% | F | ||
| Total Return | -1.51% | 36% | F | 35% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | -92.13% | 9% | A- | 2% | F | ||
| Dividend Return | 2.32% | 9% | A- | 5% | F | ||
| Total Return | -89.81% | 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 | ||
| 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.
