DWTR:NSD-PowerShares DWA Tactical Sector Rotation Portfolio

EQUITY | Mid-Cap Growth | NASDAQ Global Market

Last Closing

USD 29.5204

Change

+0.10 (+0.34)%

Market Cap

USD 0.17B

Volume

2.19K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Dorsey Wright? Sector 4 Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. It is a "fund of funds," meaning that it invests its assets in the shares of other exchange-traded funds ("ETFs") eligible for inclusion in the underlying index. The underlying index seeks to gain exposure to the sectors of the U.S. equity markets that display the strongest relative strength, as evaluated on a monthly basis. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-03-19 )

Largest Industry Peers for Mid-Cap Growth

Symbol Name Price(Change) Market Cap
PDP Invesco DWA Momentum ETF

+0.01 (+0.01%)

USD 1.28B
FNY First Trust Mid Cap Growth Alp..

-0.18 (-0.24%)

USD 0.32B
FAD First Trust Multi Cap Growth A..

-0.01 (-0.01%)

USD 0.19B

ETFs Containing DWTR

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Growth) Market Performance vs. Exchange (NASDAQ Global Market)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 20.05% 88% B+ 67% D+
Dividend Return N/A N/A N/A N/A F
Total Return 20.05% 88% B+ 67% D+
Trailing 12 Months  
Capital Gain 0.10% 25% F 61% D-
Dividend Return 0.04% 14% F 1% F
Total Return 0.14% 25% F 57% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain 5.29% 13% F 50% F
Dividend Return 5.71% 13% F 46% F
Total Return 0.42% 63% D 12% F
Risk Return Profile  
Volatility (Standard Deviation) 9.51% 100% F 88% B+
Risk Adjusted Return 60.03% 13% F 68% D+
Market Capitalization 0.17B 50% F 25% F

Key Financial Ratios

  Ratio vs. Industry/Classification (Mid-Cap Growth) Ratio vs. Market (NASDAQ Global Market)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 25.80 N/A 0%
Price/Book Ratio N/A N/A N/A
Price / Cash Flow Ratio N/A N/A N/A
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity N/A N/A N/A
Return on Invested Capital N/A N/A N/A
Return on Assets N/A N/A N/A
Debt to Equity Ratio N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.