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Values as of: 2019-07-15
Values as of: 2019-07-15
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Dorsey Wright? Healthcare 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 healthcare sector that have powerful relative strength or "momentum" characteristics.
Company Website : www.invescopowershares.com
Currency: USD
Country : USA
Inception Date: 12/10/2006
Primary Benchmark: Dorsey Wright Hlthcr Tech Ldrs TR USD
Primary Index: MSCI ACWI NR USD
Gross Expense Ratio: 0.7%
Management Expense Ratio: 0.60 %
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Symbol | Name | Mer | Price(Change) | Market Cap |
---|---|---|---|---|
QQQM | Invesco NASDAQ 100 ETF | 0.00 % |
-2.14 (-1.21%) |
USD 22.08B |
ACWI | iShares MSCI ACWI ETF | 0.00 % |
-0.39 (-0.37%) |
USD 19.51B |
IBIT | iShares Bitcoin Trust | 0.00 % |
-0.99 (-2.77%) |
USD 17.74B |
CGABL | The Carlyle Group Inc. 4.625% .. | 0.00 % |
+0.10 (+0.54%) |
USD 16.14B |
JEPQ | JPMorgan Nasdaq Equity Premium.. | 0.00 % |
-0.58 (-1.10%) |
USD 11.10B |
TBIL | Rbb Fund Inc - Us Treasury 3 M.. | 0.00 % |
+0.02 (+0.04%) |
USD 2.97B |
IBTE | iShares iBonds Dec 2024 Term T.. | 0.00 % |
+0.02 (+0.08%) |
USD 2.89B |
TDI | Touchstone Dynamic Internation.. | 0.00 % |
-0.09 (-0.32%) |
USD 2.81B |
IBTF | iShares iBonds Dec 2025 Term T.. | 0.00 % |
+0.02 (+0.09%) |
USD 2.19B |
USCL | iShares Climate Conscious & Tr.. | 0.00 % |
-0.32 (-0.53%) |
USD 2.01B |
Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
---|---|---|---|---|---|
DWTR | 0.00 % | 0.15 % |
N/A |
N/A |
Market Performance vs. Industry/Classification (Others) | Market Performance vs. Exchange (NYSE Arca) | ||||||
Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
YTD | |||||||
Capital Gain | 24.99% | 87% | B+ | 73% | C | ||
Dividend Return | N/A | N/A | N/A | N/A | F | ||
Total Return | 24.99% | 86% | B+ | 72% | C | ||
Trailing 12 Months | |||||||
Capital Gain | -4.02% | 41% | F | 58% | F | ||
Dividend Return | N/A | N/A | N/A | N/A | F | ||
Total Return | -4.02% | 36% | F | 56% | F | ||
Trailing 5 Years | |||||||
Capital Gain | 87.78% | 94% | A | 78% | C+ | ||
Dividend Return | N/A | N/A | N/A | N/A | F | ||
Total Return | 87.78% | 92% | A | 76% | C+ | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 14.46% | 91% | A- | 72% | C | ||
Dividend Return | 14.46% | 82% | B | 69% | C- | ||
Total Return | N/A | 9% | A- | N/A | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 26.97% | 9% | A- | 50% | F | ||
Risk Adjusted Return | 53.60% | 55% | F | 75% | C | ||
Market Capitalization | 0.07B | 60% | D- | 40% | F |
Target Price Action | Rating Action | Analyst | Rating | Price | Date |
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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.
The company had positive total cash flow in the most recent four quarters.
The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
The company has under performed its peers on annual average total returns in the past 5 years.
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.