Income Securities Annual Performance by Sector
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| Name |
Type |
Current Yld % |
Total Return (YTD) |
Current Spread vs Treas |
Historical Avg Spread vs Treas |
|
Limited Partnerships
|
| All |
- |
21.56%
|
- 1.08%
|
1,797bp
|
347bp
|
| Coal |
LP
|
8.31%
|
- 6.66%
|
472bp
|
158bp
|
| Marine Transport |
LP
|
111.62%
|
- 19.19%
|
10,803bp
|
655bp
|
| Oil & Gas Pipeline |
LP
|
17.81%
|
3.19%
|
1,422bp
|
336bp
|
| Propane |
LP
|
7.94%
|
- 2.48%
|
435bp
|
416bp
|
| General Partner |
LP
|
6.80%
|
- 2.13%
|
321bp
|
207bp
|
| Other |
LP
|
7.07%
|
- 1.56%
|
348bp
|
329bp
|
| |
|
REITs
|
| All |
- |
34.25%
|
59.56%
|
3,066bp
|
1,128bp
|
| REIT - Diversified |
REIT
|
87.58%
|
- 5.95%
|
8,399bp
|
3,329bp
|
| REIT - Lodging/Resorts |
REIT
|
21.42%
|
1.17%
|
1,783bp
|
3,610bp
|
| REIT - Industrial/Office |
REIT
|
7.20%
|
- 5.71%
|
361bp
|
201bp
|
| REIT - Health Care |
REIT
|
6.53%
|
- 3.62%
|
294bp
|
566bp
|
| REIT - Retail |
REIT
|
6.04%
|
- 4.39%
|
245bp
|
225bp
|
| REIT - Self Storage |
REIT
|
4.78%
|
- 3.61%
|
119bp
|
271bp
|
| REIT - Mortgage |
REIT
|
110.26%
|
342.43%
|
10,667bp
|
1,343bp
|
| REIT - Specialty |
REIT
|
6.32%
|
- 1.78%
|
273bp
|
888bp
|
| REIT - Res/Apartments |
REIT
|
6.77%
|
- 1.68%
|
318bp
|
279bp
|
| REIT - Res - Manuf Homes |
REIT
|
8.42%
|
- 4.98%
|
483bp
|
163bp
|
| |
|
Canadian Trusts
|
| All |
- |
13.22%
|
4.86%
|
963bp
|
607bp
|
| Canadian Trust - REIT |
REIT
|
14.22%
|
5.70%
|
1,063bp
|
631bp
|
| Canadian Trust - Energy |
LP
|
8.54%
|
0.97%
|
495bp
|
506bp
|
| |
| PreferredsOnline Index© |
7.32% |
|
Type: REIT - real estate investment trust; LP - limited partnership; IC - investment company; Pref - Preferred
Spread vs. Treas - current yield minus 10 year Treasury yield, in basis points.
|