PBP:ARCA-PowerShares S&P 500 BuyWrite Portfolio

ETF | Options-based | NYSE Arca

Last Closing

USD 20.17

Change

0.00 (0.00)%

Market Cap

USD 0.29B

Volume

0.10M

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 CBOE S&P 500 BuyWrite IndexSM. The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index and will write (sell) call options thereon. The underlying index is a total return benchmark index that is designed to track the performance of a hypothetical "buy-write" strategy on the S&P 500? Index.

Inception Date: 20/12/2007

Primary Benchmark: CBOE S&P 500 BuyWrite BXM

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.75%

Management Expense Ratio: 0.53 %

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 Options-based

ETFs Containing PBP

N/A

Market Performance

  Market Performance vs. Industry/Classification (Options-based) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.13% 50% F 25% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.13% 50% F 25% F
Trailing 12 Months  
Capital Gain -6.45% 60% D- 61% D-
Dividend Return 1.24% 40% F 21% F
Total Return -5.21% 60% D- 55% F
Trailing 5 Years  
Capital Gain -3.03% 33% F 45% F
Dividend Return 21.25% 67% D+ 65% D
Total Return 18.23% 33% F 48% F
Average Annual (5 Year Horizon)  
Capital Gain 0.66% 40% F 47% F
Dividend Return 5.13% 80% B- 49% F
Total Return 4.50% 80% B- 72% C-
Risk Return Profile  
Volatility (Standard Deviation) 5.41% 60% D- 86% B
Risk Adjusted Return 94.84% 80% B- 82% B-
Market Capitalization 0.29B 100% A+ 38% 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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (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.

What to not like:

There is nothing we particularly dislike