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 |
- |
22.29%
|
8.03%
|
1,858bp
|
346bp
|
| Coal |
LP
|
7.10%
|
9.46%
|
339bp
|
159bp
|
| Marine Transport |
LP
|
110.46%
|
- 10.91%
|
10,675bp
|
655bp
|
| Oil & Gas Pipeline |
LP
|
20.09%
|
12.44%
|
1,638bp
|
336bp
|
| Propane |
LP
|
7.41%
|
5.31%
|
370bp
|
415bp
|
| General Partner |
LP
|
5.93%
|
12.98%
|
222bp
|
207bp
|
| Other |
LP
|
6.54%
|
4.26%
|
283bp
|
327bp
|
| |
|
REITs
|
|---|
| All |
- |
33.81%
|
73.38%
|
3,010bp
|
1,129bp
|
| REIT - Diversified |
REIT
|
87.18%
|
7.41%
|
8,347bp
|
3,330bp
|
| REIT - Lodging/Resorts |
REIT
|
21.18%
|
18.67%
|
1,747bp
|
3,609bp
|
| REIT - Industrial/Office |
REIT
|
6.55%
|
9.05%
|
284bp
|
202bp
|
| REIT - Health Care |
REIT
|
5.90%
|
7.65%
|
219bp
|
565bp
|
| REIT - Retail |
REIT
|
5.29%
|
13.41%
|
158bp
|
224bp
|
| REIT - Self Storage |
REIT
|
4.52%
|
3.24%
|
81bp
|
268bp
|
| REIT - Mortgage |
REIT
|
110.23%
|
356.24%
|
10,652bp
|
1,348bp
|
| REIT - Specialty |
REIT
|
5.96%
|
5.79%
|
225bp
|
889bp
|
| REIT - Res/Apartments |
REIT
|
6.34%
|
9.35%
|
263bp
|
279bp
|
| REIT - Res - Manuf Homes |
REIT
|
7.57%
|
4.41%
|
386bp
|
165bp
|
| |
|
Canadian Trusts
|
|---|
| All |
- |
13.07%
|
9.44%
|
936bp
|
1,124bp
|
| Canadian Trust - REIT |
REIT
|
14.11%
|
10.23%
|
1,040bp
|
1,258bp
|
| Canadian Trust - Energy |
LP
|
8.24%
|
5.72%
|
453bp
|
503bp
|
| |
| PreferredsOnline Index© |
7.12% |
|
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.
|
0.02%