Indices

Indxx REIT Preferred Stock Index

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.

IPFFR
2023-10-03 00:00:00-2962.0600000000000
TR
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Back-tested performance is hypothetical and has certain inherent limitations. Back-tested performance differs from live performance and is included for informational purposes only.

Index Characteristics

Base Date 03/31/2004
No. of Constituents 93
Dividend Yield
*
7.70%
52 Week High/Low
**
3227/2638
* Trailing 12 months data for current year portfolio
** Trailing 12 months

Top 5 Index Constituents

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%

Index Risk & Return Statistics

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%
1W.R.T.: Indxx 500 Index TR
2As of last trading day.

Fact Sheet is not available