PBW:ARCA-PowerShares WilderHill Clean Energy Portfolio

ETF | Miscellaneous Sector | NYSE Arca

Last Closing

USD 23.57

Change

0.00 (0.00)%

Market Cap

USD 0.09B

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 Clean Energy Index. The fund generally will invest at least 90% of its total assets in common stocks of companies that comprise the underlying index. The underlying index was composed of the stocks of about 40 companies that are publicly traded in the United States and that are engaged in the business of the advancement of cleaner energy and conservation.

Inception Date: 03/03/2005

Primary Benchmark: WilderHill Clean Energy TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.76%

Management Expense Ratio: 0.70 %

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
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
HECO Strategy Shs EcoLogical 0.95 %

+0.20 (+0.50%)

USD 0.06B

ETFs Containing PBW

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 10.19% 93% A 82% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.19% 93% A 82% B-
Trailing 12 Months  
Capital Gain -9.76% 57% F 50% F
Dividend Return 1.27% 75% C 22% F
Total Return -8.50% 71% C- 45% F
Trailing 5 Years  
Capital Gain -29.75% 18% F 23% F
Dividend Return 6.83% 58% F 22% F
Total Return -22.92% 18% F 19% F
Average Annual (5 Year Horizon)  
Capital Gain -3.88% 14% F 20% F
Dividend Return -1.99% 14% F 18% F
Total Return 1.89% 64% D 38% F
Risk Return Profile  
Volatility (Standard Deviation) 21.22% 21% F 32% F
Risk Adjusted Return -9.38% 14% F 20% F
Market Capitalization 0.09B 60% D- 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:

There is nothing we particularly like

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.

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 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.