PTF:ARCA-PowerShares DWA Technology Momentum Portfolio

ETF | Technology | NYSE Arca

Last Closing

USD 63.47

Change

+0.41 (+0.65)%

Market Cap

USD 0.15B

Volume

6.53K

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? Technology Technical Leaders Index (the "underlying 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 is composed of at least 30 common stocks of companies in the technology sector that have powerful relative strength or "momentum" characteristics.

Inception Date: 12/10/2006

Primary Benchmark: Dorsey Wright Tchnlgy Tech Ldrs TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.7%

Management Expense Ratio: 0.60 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2018-08-16 )

Largest Industry Peers for Technology

Symbol Name Mer Price(Change) Market Cap
SMH VanEck Semiconductor ETF 0.35 %

+0.10 (+0.04%)

USD 19.09B
SOXX iShares Semiconductor ETF 0.46 %

+0.24 (+0.11%)

USD 12.75B
QTEC First Trust NASDAQ-100-Technol.. 0.57 %

-0.32 (-0.17%)

USD 4.03B
SKYY First Trust Cloud Computing ET.. 0.60 %

-0.02 (-0.02%)

USD 3.17B
TDIV First Trust NASDAQ Technology .. 0.50 %

+0.06 (+0.09%)

USD 2.43B
AIQ Global X Artificial Intelligen.. 0.68 %

-0.05 (-0.15%)

USD 1.59B
FTXL First Trust Nasdaq Semiconduct.. 0.60 %

-0.09 (-0.10%)

USD 1.43B
PNQI Invesco NASDAQ Internet ETF 0.60 %

-0.18 (-0.45%)

USD 0.77B
CLOU Global X Cloud Computing 0.00 %

-0.05 (-0.23%)

USD 0.62B
ROBT First Trust Nasdaq Artificial .. 0.65 %

+0.03 (+0.07%)

USD 0.54B

ETFs Containing PTF

DWTR 0.00 % 0.15 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Technology) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 20.45% 92% A 76% C+
Dividend Return N/A N/A N/A N/A F
Total Return 20.45% 92% A 76% C+
Trailing 12 Months  
Capital Gain 33.20% 85% B 75% C
Dividend Return 0.04% 17% F N/A F
Total Return 33.25% 85% B 74% C
Trailing 5 Years  
Capital Gain 100.47% 50% F 71% C-
Dividend Return 1.41% 22% F 4% F
Total Return 101.88% 50% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 14.20% 38% F 67% D+
Dividend Return 14.48% 38% F 65% D
Total Return 0.28% 50% F 8% B-
Risk Return Profile  
Volatility (Standard Deviation) 15.19% 54% F 75% C
Risk Adjusted Return 95.33% 54% F 83% B
Market Capitalization 0.15B 57% F 34% 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:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.