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.
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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.
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.