PreferredsOnline Index© 7.81%  change: -0.02%

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.


DISCLAIMER:  The information herein is obtained from reliable industry sources, however, we do not guarantee accuracy.  Prices, yields, and availability are subject to change with the market. Any view expressed by PreferredsOnline and BondsOnline Group, Inc. regarding the tax status of any dividend is merely for informational purposes only, and is not intended to constitute, and should not be construed as, legal or tax advice. Subscribers should consult their tax advisor for the personal tax implications of these investments.