PBD:ARCA-PowerShares Global Clean Energy Portfolio

ETF | Miscellaneous Sector | NYSE Arca

Last Closing

USD 11.03

Change

0.00 (0.00)%

Market Cap

USD 0.05B

Volume

0.01M

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 WilderHill New Energy Global Innovation Index. The fund invests at least 90% of its total assets in the securities of companies engaged in the business of the advancement of cleaner energy and conservation that comprise the underlying index, as well as American depositary receipts and global depositary receipts that are based on the securities in the underlying index. The adviser anticipates that the majority of its investments will be in the securities that comprise the underlying index rather than in ADRs and GDRs.

Inception Date: 13/06/2007

Primary Benchmark: WilderHill NewEnergy GLB Innovate TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.77%

Management Expense Ratio: 0.75 %

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: 2019-01-12 )

Largest Industry Peers for Miscellaneous Sector

Symbol Name Mer Price(Change) Market Cap
MJ ETFMG Alternative Harvest 0.75 %

+0.02 (+0.06%)

USD 1.14B
IPAY ETFMG Prime Mobile Payments 0.75 %

+0.24 (+0.52%)

USD 0.68B
CGW Invesco S&P Global Water Index 0.60 %

+0.38 (+1.04%)

USD 0.64B
FIW First Trust Water 0.55 %

+0.58 (+1.10%)

USD 0.36B
TAN Invesco Solar 0.65 %

+1.00 (+3.73%)

USD 0.35B
PZD Invesco Cleantech 0.67 %

+0.70 (+1.60%)

USD 0.18B
PBW Invesco WilderHill Clean Energ.. 0.70 %

+0.91 (+3.21%)

USD 0.16B
GEX VanEck Vectors Global Alternat.. 0.63 %

+1.19 (+1.90%)

USD 0.09B
FAN First Trust Global Wind Energy 0.60 %

+0.12 (+0.94%)

USD 0.07B
JETS U.S. Global Jets 0.60 %

+0.26 (+0.87%)

USD 0.07B

ETFs Containing PBD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Miscellaneous Sector) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.85% 60% D- 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.85% 60% D- 60% D-
Trailing 12 Months  
Capital Gain -18.84% 21% F 28% F
Dividend Return 0.72% 67% D+ 10% F
Total Return -18.12% 21% F 25% F
Trailing 5 Years  
Capital Gain -14.23% 45% F 35% F
Dividend Return 6.25% 50% F 20% F
Total Return -7.98% 45% F 27% F
Average Annual (5 Year Horizon)  
Capital Gain -0.69% 29% F 36% F
Dividend Return 0.84% 29% F 28% F
Total Return 1.54% 50% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 13.82% 64% D 53% F
Risk Adjusted Return 6.11% 29% F 27% F
Market Capitalization 0.05B 27% F 16% 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.

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.