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 |
- |
21.96%
|
57.92%
|
1,825bp
|
301bp
|
| Coal |
LP
|
7.28%
|
-
|
357bp
|
-
|
| Marine Transport |
LP
|
110.58%
|
- 68.46%
|
10,687bp
|
580bp
|
| Oil & Gas Pipeline |
LP
|
19.29%
|
121.12%
|
1,558bp
|
162bp
|
| Propane |
LP
|
7.48%
|
-
|
377bp
|
-
|
| General Partner |
LP
|
6.11%
|
-
|
240bp
|
-
|
| Other |
LP
|
6.63%
|
-
|
292bp
|
-
|
| |
|
REITs
|
| All |
- |
33.88%
|
833.96%
|
3,017bp
|
2,049bp
|
| REIT - Diversified |
REIT
|
87.14%
|
- 47.06%
|
8,343bp
|
325bp
|
| REIT - Lodging/Resorts |
REIT
|
21.24%
|
-
|
1,753bp
|
-
|
| REIT - Industrial/Office |
REIT
|
6.64%
|
-
|
293bp
|
-
|
| REIT - Health Care |
REIT
|
6.10%
|
-
|
239bp
|
-
|
| REIT - Retail |
REIT
|
5.39%
|
-
|
168bp
|
-
|
| REIT - Self Storage |
REIT
|
4.51%
|
-
|
80bp
|
-
|
| REIT - Mortgage |
REIT
|
110.31%
|
1,054.22%
|
10,660bp
|
2,541bp
|
| REIT - Specialty |
REIT
|
6.01%
|
-
|
230bp
|
-
|
| REIT - Res/Apartments |
REIT
|
6.35%
|
-
|
264bp
|
-
|
| REIT - Res - Manuf Homes |
REIT
|
7.83%
|
-
|
412bp
|
-
|
| |
|
Canadian Trusts
|
| All |
- |
13.09%
|
43.35%
|
938bp
|
9,631bp
|
| Canadian Trust - REIT |
REIT
|
14.15%
|
43.35%
|
1,044bp
|
9,631bp
|
| Canadian Trust - Energy |
LP
|
8.17%
|
-
|
446bp
|
-
|
| |
| PreferredsOnline Index© |
7.18% |
|
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.
|