PDP:ARCA-PowerShares DWA Momentum Portfolio

ETF | Mid-Cap Growth | NYSE Arca

Last Closing

USD 50.03

Change

0.00 (0.00)%

Market Cap

USD 1.45B

Volume

0.07M

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 Dorsey Wright? Technical Leaders Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is composed of approximately 100 common stocks from an eligible universe of approximately 1,000 securities of large capitalization companies that trade on any U.S. exchange and that are included within the NASDAQ Composite Index.

Inception Date: 01/03/2007

Primary Benchmark: Dorsey Wright Technical leaders TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.64%

Management Expense Ratio: 0.63 %

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 Mid-Cap Growth

Symbol Name Mer Price(Change) Market Cap
FV First Trust Dorsey Wright Focu.. 0.30 %

-0.01 (-0.04%)

USD 2.21B
FNY First Trust Mid Cap Growth Alp.. 0.70 %

+0.22 (+0.56%)

USD 0.20B
FAD First Trust Multi Cap Growth A.. 0.70 %

+0.22 (+0.34%)

USD 0.16B
DWTR PowerShares DWA Tactical Secto.. 0.15 %

+0.03 (+0.13%)

USD 0.06B
DWAQ Invesco DWA NASDAQ Momentum ET.. 0.60 %

+0.40 (+0.42%)

USD 0.04B
DWLV PowerShares DWA Momentum & Low.. 0.15 %

+0.19 (+0.66%)

USD 0.02B
JSMD Janus Henderson Small/Mid Cap .. 0.50 %

+0.13 (+0.33%)

USD 0.01B

ETFs Containing PDP

DWLV PowerShares DWA Momentum .. 25.57 % 0.15 %

+0.19 (+0.66%)

USD 0.02B
DWG:CA 17.84 % 0.81 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Growth) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.22% 13% F 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.22% 13% F 33% F
Trailing 12 Months  
Capital Gain -6.87% 63% D 60% D-
Dividend Return 0.09% 43% F 1% F
Total Return -6.78% 63% D 57% F
Trailing 5 Years  
Capital Gain 36.25% 25% F 64% D
Dividend Return 2.06% 75% C 6% F
Total Return 38.30% 25% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 9.41% 38% F 58% F
Dividend Return 9.82% 38% F 56% F
Total Return 0.42% 50% F 11% F
Risk Return Profile  
Volatility (Standard Deviation) 10.07% 88% B+ 87% B+
Risk Adjusted Return 97.56% 75% C 86% B
Market Capitalization 1.45B 88% B+ 74% C

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.

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:
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.