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 |
- |
8.81%
|
- 7.13%
|
504bp
|
206bp
|
| Coal |
LP
|
6.05%
|
14.75%
|
228bp
|
31bp
|
| Marine Transport |
LP
|
21.71%
|
- 34.94%
|
1,794bp
|
350bp
|
| Oil & Gas Pipeline |
LP
|
8.06%
|
- 4.94%
|
429bp
|
196bp
|
| Propane |
LP
|
8.91%
|
- 4.57%
|
514bp
|
383bp
|
| General Partner |
LP
|
6.35%
|
- 17.67%
|
258bp
|
9bp
|
| Other |
LP
|
7.36%
|
- 4.63%
|
359bp
|
253bp
|
| |
|
REITs
|
|---|
| All |
- |
15.48%
|
- 6.96%
|
1,171bp
|
760bp
|
| REIT - Diversified |
REIT
|
34.50%
|
4.04%
|
3,073bp
|
867bp
|
| REIT - Lodging/Resorts |
REIT
|
10.96%
|
- 24.62%
|
719bp
|
3,369bp
|
| REIT - Industrial/Office |
REIT
|
6.25%
|
1.45%
|
248bp
|
163bp
|
| REIT - Health Care |
REIT
|
6.33%
|
9.98%
|
256bp
|
494bp
|
| REIT - Retail |
REIT
|
6.68%
|
- 8.08%
|
291bp
|
174bp
|
| REIT - Self Storage |
REIT
|
6.18%
|
16.55%
|
241bp
|
233bp
|
| REIT - Mortgage |
REIT
|
34.36%
|
- 30.87%
|
3,059bp
|
778bp
|
| REIT - Specialty |
REIT
|
5.82%
|
7.51%
|
205bp
|
895bp
|
| REIT - Res/Apartments |
REIT
|
6.30%
|
9.59%
|
253bp
|
217bp
|
| REIT - Res - Manuf Homes |
REIT
|
7.08%
|
- 0.59%
|
331bp
|
1,532bp
|
| |
|
Canadian Trusts
|
|---|
| All |
- |
8.17%
|
- 3.66%
|
440bp
|
192bp
|
| Canadian Trust - REIT |
REIT
|
8.05%
|
- 4.01%
|
428bp
|
164bp
|
| Canadian Trust - Energy |
LP
|
8.75%
|
- 1.93%
|
498bp
|
286bp
|
| |
| PreferredsOnline Index© |
7.81% |
|
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.
|
