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.

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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 83
Dividend Yield
*
4.65%
52 Week High/Low
**
3702/3011
* Trailing 12 months data for current year portfolio
** Trailing 12 months

Top 5 Index Constituents

Company Name Weight(%)
Monmouth Real Estate Investment Corp 6 1/8% Cum Red Pfd Shs Series C 3.36%
Annaly Capital Management Inc. Cum Conv Red Pfd Registered Shs Series F 2.93%
Agnc Investment Corp 2.29%
Digital Realty Trust Inc 2.19%
Digitalbridge Group Inc Cum Conv Red Perp Pfd Registered Shs Series I 2.12%

Index Risk & Return Statistics

Statistic QTD YTD 1 Year 3 Year Since Base Date
Beta
1
1.05 0.87 1.12 1.76 0.71
Correlation
1
0.98 0.88 0.84 0.95 0.75
Returns
2
4.42% 9.28% 30.22% 7.66% 7.82%
Standard Deviation 1.90% 5.26% 8.93% 21.56% 14.77%
1W.R.T.: Indxx 500 Index TR
2As of last trading day.
Fact Sheet is not available