Values as of: 2024-03-27
ETF | Preferred Stock | NYSE Arca
Last Closing
USD 18.765Change
+0.03 (+0.13)%Market Cap
USD 2.52MVolume
0.03MAnalyst Target
N/AVerdict
Verdict
The investment seeks investment results that correspond, before fees and expenses, to the price and yield performance of the Indxx REIT Preferred Stock Index (the "underlying index"). Under normal market conditions, the fund will invest not less than 90% of its assets in component securities of the underlying index. The underlying index is comprised of preferred securities listed on U.S. exchanges that are issued by real estate investment trusts ("REITs"). The fund is non-diversified.
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| FPE | First Trust Preferred Securiti.. |
N/A |
USD 5.22B |
| PGX | Invesco Preferred ETF |
N/A |
USD 4.27B |
| VRP | Invesco Variable Rate Preferre.. |
N/A |
USD 1.59B |
| PFXF | VanEck Preferred Securities ex.. |
N/A |
USD 1.58B |
| FPEI | First Trust Institutional Pref.. |
N/A |
USD 1.28B |
| PGF | Invesco Financial Preferred ET.. |
N/A |
USD 0.94B |
| PFFA | Virtus InfraCap U.S. Preferred.. |
N/A |
USD 0.87B |
| PREF | Principal Spectrum Preferred S.. |
N/A |
USD 0.84B |
| PSK | SPDR® ICE Preferred Securitie.. |
N/A |
USD 0.79B |
| SPFF | Global X SuperIncome Preferred.. |
N/A |
USD 0.15B |
N/A
| Market Performance vs. Industry/Classification (Preferred Stock) | Market Performance vs. Exchange (NYSE Arca) | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 0.62% | 9% | A- | 37% | F | ||
| Dividend Return | 0.64% | 18% | F | 38% | F | ||
| Total Return | 1.26% | 9% | A- | 35% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | 14.49% | 100% | F | 61% | D- | ||
| Dividend Return | 0.73% | 9% | A- | 7% | C- | ||
| Total Return | 15.22% | 64% | D | 55% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | -23.10% | 18% | F | 22% | F | ||
| Dividend Return | 14.71% | 18% | F | 56% | F | ||
| Total Return | -8.39% | 18% | F | 20% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | -6.95% | 18% | F | 15% | F | ||
| Dividend Return | -3.39% | 18% | F | 15% | F | ||
| Total Return | 3.56% | 45% | F | 68% | D+ | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 16.43% | 27% | F | 65% | D | ||
| Risk Adjusted Return | -20.62% | 36% | F | 16% | F | ||
| Market Capitalization | 2.52M | 9% | A- | 22% | F | ||
| 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.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.
The company had negative total earnings in the most recent four quarters.
