KBWP:ARCA-PowerShares KBW Property & Casualty Insurance Portfolio

ETF | Financial | NYSE Arca

Last Closing

USD 58.53

Change

+0.40 (+0.69)%

Market Cap

USD 0.07B

Volume

5.37K

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 KBW Nasdaq Property & Casualty Index (the "underlying index"). The fund generally invests at least 90% of its total assets in the securities of property and casualty insurance companies that comprise the underlying index. It generally invests in all of the securities comprising the underlying index in proportion to their weightings in the underlying index. The fund is non-diversified.

Inception Date: 02/12/2010

Primary Benchmark: KBW Nasdaq Property & Casualty TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.35%

Management Expense Ratio: 0.35 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-16 )

Largest Industry Peers for Financial

Symbol Name Mer Price(Change) Market Cap
KBWB Invesco KBW Bank ETF 0.35 %

+1.26 (+2.42%)

USD 1.51B
EUFN iShares MSCI Europe Financials.. 0.48 %

+0.12 (+0.53%)

USD 1.31B
KBWD Invesco KBW High Dividend Yiel.. 0.35 %

+0.29 (+1.93%)

USD 0.37B
FTXO First Trust Nasdaq Bank ETF 0.60 %

+0.69 (+2.62%)

USD 0.11B
QABA First Trust NASDAQ® ABA Commu.. 0.60 %

+1.60 (+3.59%)

USD 0.09B
KBWR Invesco KBW Regional Banking E.. 0.35 %

+2.07 (+4.23%)

USD 0.06B
PFI Invesco DWA Financial Momentum.. 0.60 %

+0.70 (+1.43%)

USD 0.05B
PSCF Invesco S&P SmallCap Financial.. 0.29 %

+1.42 (+3.05%)

USD 0.02B

ETFs Containing KBWP

N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.37% 10% F 33% F
Dividend Return N/A N/A N/A N/A F
Total Return 3.37% 10% F 33% F
Trailing 12 Months  
Capital Gain -0.88% 100% F 69% C-
Dividend Return 1.55% 60% D- 38% F
Total Return 0.67% 100% F 68% D+
Trailing 5 Years  
Capital Gain 56.29% 100% F 72% C
Dividend Return 13.21% 63% D 59% D-
Total Return 69.50% 100% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 11.97% 90% A- 63% D
Dividend Return 14.03% 100% F 65% D
Total Return 2.06% 70% C- 55% F
Risk Return Profile  
Volatility (Standard Deviation) 6.79% 100% F 92% A
Risk Adjusted Return 206.82% 100% F 100% F
Market Capitalization 0.07B 20% F 23% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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:
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.