PSK:NYE-SPDR Wells Fargo Preferred Stock ETF (USD)

ETF | Preferred Stock | NYE

Last Closing Price

USD 38.80

Change

-0.75 (-1.90)%

Market Cap

USD 1.16B

Volume

1.04M

Average Target Price

USD 18.31 (-52.80%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index. In seeking to track the performance of Wells Fargo Hybrid and Preferred Securities Aggregate Index (the index), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is a modified market capitalization weighted index designed to measure the performance of non-convertible preferred stock and securities that are functionally equivalent to preferred stock.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Valuation Growth & Performance

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-03-27 )

Largest Industry Peers for Preferred Stock

Symbol Name Mer Price(Change) Market Cap
PGX Invesco Preferred ETF 0.52 %

-0.38 (-2.86%)

USD6.01B
FPE First Trust Preferred Securiti.. 0.85 %

-0.76 (-4.39%)

USD5.41B
VRP Invesco Variable Rate Preferre.. 0.50 %

+0.30 (+1.41%)

USD1.69B
PGF Invesco Financial Preferred ET.. 0.62 %

-0.38 (-2.24%)

USD1.58B
PFXF VanEck Vectors Preferred Secur.. 0.41 %

-0.36 (-2.13%)

USD0.77B
SPFF Global X SuperIncome Preferred.. 0.58 %

-0.34 (-3.40%)

USD0.20B

ETFs Containing PSK

Symbol Name Weight Mer Price(Change) Market Cap
INKM SPDR SSgA Income Allocati.. 0.00 % 0.50 %

-0.37 (-1.32%)

USD0.14B

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 -11.84% 100% A+ 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return -11.84% 100% A+ 78% C+
Trailing 12 Months  
Capital Gain -8.71% 100% A+ 71% C-
Dividend Return 3.11% 86% B 66% D
Total Return -5.60% 100% A+ 73% C
Trailing 5 Years  
Capital Gain -13.47% 71% C- 57% F
Dividend Return 24.70% 57% F 80% B-
Total Return 11.23% 100% A+ 66% D
Average Annual (5 Year Horizon)  
Capital Gain -0.44% 29% F 30% F
Dividend Return 5.42% 57% F 84% B
Total Return 4.97% 71% C- 47% F
Risk Return Profile  
Volatility (Standard Deviation) 4.41% 57% F 94% A
Risk Adjusted Return 112.79% 57% F 92% A-
Market Capitalization 1.16B 43% F 62% D-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

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:
Low market capitalization

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.