IDMO:ARCA-PowerShares S&P International Developed Momentum Portfolio

ETF | Foreign Large Blend | NYSE Arca

Last Closing

USD 23.7483

Change

0.00 (0.00)%

Market Cap

USD 3.51M

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 S&P Momentum Developed ex-U.S. & South Korea LargeMidCap IndexTM. The fund will invest at least 90% of its total assets in the securities of companies that comprise the underlying index. The index is composed of stocks that represent the top 85% of float-adjusted market capitalization companies in each developed country (excluding the United States and South Korea) represented in that index. It is non-diversified.

Inception Date: 23/02/2012

Primary Benchmark: S&P Mom Dlpd ex-US&SthKor LgeM-Cap USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: 0.36%

Management Expense Ratio: 0.25 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for Foreign Large Blend

Symbol Name Mer Price(Change) Market Cap
VEA Vanguard FTSE Developed Market.. 0.05 %

N/A

USD 71.00B
EFA iShares MSCI EAFE 0.31 %

N/A

USD 61.97B
IEFA iShares Core MSCI EAFE 0.08 %

N/A

USD 33.05B
VEU Vanguard FTSE All World Ex US 0.09 %

N/A

USD 23.10B
SCHF Schwab International Equity 0.06 %

N/A

USD 17.87B
EFAV iShares Edge MSCI Min Vol EAFE 0.20 %

N/A

USD 7.36B
DBEF Xtrackers MSCI EAFE Hedged Equ.. 0.35 %

N/A

USD 4.84B
SPDW SPDR Portfolio Developed World.. 0.05 %

N/A

USD 4.62B
HEFA iShares Currency Hedged MSCI E.. 0.03 %

N/A

USD 4.27B
RODM Hartford Multifactor Developed.. 0.31 %

N/A

USD 2.18B

ETFs Containing IDMO

N/A

Market Performance

  Market Performance vs. Industry/Classification (Foreign Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.20% 56% F 45% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.20% 56% F 44% F
Trailing 12 Months  
Capital Gain -19.28% 11% F 28% F
Dividend Return 1.62% 30% F 30% F
Total Return -17.66% 8% F 26% F
Trailing 5 Years  
Capital Gain -19.31% 18% F 30% F
Dividend Return 5.02% 9% F 16% F
Total Return -14.29% 9% F 23% F
Average Annual (5 Year Horizon)  
Capital Gain -1.52% 14% F 29% F
Dividend Return -0.21% 14% F 23% F
Total Return 1.31% 31% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 14.51% 8% F 51% F
Risk Adjusted Return -1.47% 14% F 24% F
Market Capitalization 3.51M 3% F 2% F

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:

There is nothing we particularly like

What to not like:
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.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.