The Indxx REIT Preferred Stock Index is designed to provide diversified exposure to high yielding liquid preferred securities issued by Real Estate Investment Trusts in US. The index has been backtested to March 31, 2004 and has a live calculation date of October 19, 2016.
Index Characteristics
| Base Date | 03/31/2004 |
| No. of Constituents | 93 |
| Dividend Yield * |
7.70% |
| 52 Week High/Low ** |
3227/2638 |
| Company Name | Weight(%) |
|---|---|
| Digital Realty Trust Inc | 2.61% |
| Digitalbridge Group Inc Cum Conv Red Perp Pfd Registered Shs Series I | 2.50% |
| Digitalbridge Group Inc Cum Conv Red Perp Pfd Registered Shs Series J | 2.25% |
| Kimco Realty Corp Deposit Shs Repr 1/1000th 5.25% Cum Red Pfd Registered Shs M | 2.10% |
| Umh 6 3/8 Perp | 2.07% |
| Statistic | QTD | YTD | 1 Year | 3 Year | Since Base Date |
|---|---|---|---|---|---|
| Beta 1 |
0.79 | 0.79 | 0.88 | 1.15 | 0.72 |
| Correlation 1 |
0.90 | 0.90 | 0.90 | 0.90 | 0.76 |
| Returns 2 |
3.73% | 3.73% | -15.01% | 7.77% | 5.74% |
| Standard Deviation | 3.46% | 3.46% | 3.10% | 5.57% | 10.13% |