PWB:ARCA-PowerShares Dynamic LargeCap Growth

ETF | Large Growth | NYSE Arca

Last Closing

USD 43.2

Change

0.00 (0.00)%

Market Cap

USD 0.41B

Volume

0.03M

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 Dynamic Large Cap Growth IntellidexSM Index. The fund generally will invest at least 90% of its total assets in common stocks of large capitalization companies that comprise the underlying intellidex. NYSE Group, Inc. considers a company to be a large capitalization company if it falls within the underlying intellidex model. The underlying intellidex for the fund is composed of 50 large capitalization U.S. growth stocks that the intellidex provider includes principally on the basis of their capital appreciation potential.

Inception Date: 03/03/2005

Primary Benchmark: Dynamic Large Cap Grth Intellidex TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.57%

Management Expense Ratio: 0.57 %

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 Large Growth

Symbol Name Mer Price(Change) Market Cap
IWF iShares Russell 1000 Growth 0.20 %

N/A

USD 42.33B
VUG Vanguard Growth 0.04 %

N/A

USD 37.78B
IVW iShares S&P 500 Growth 0.18 %

N/A

USD 22.32B
SCHG Schwab U.S. Large-Cap Growth 0.04 %

N/A

USD 7.04B
SPYG SPDR Series Trust Portfolio S&.. 0.06 %

N/A

USD 4.26B
MGK Vanguard Mega Cap Growth 0.07 %

N/A

USD 4.05B
MTUM iShares Edge MSCI USA Momentum.. 0.15 %

N/A

USD 3.60B
VOOG Vanguard S&P 500 Growth 0.15 %

N/A

USD 2.41B
RPG Invesco S&P 500 Pure Growth 0.35 %

N/A

USD 2.23B
FLGE Credit Suisse FI Large Cap Gro.. 0.00 %

N/A

USD 1.92B

ETFs Containing PWB

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.17% 41% F 44% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.17% 41% F 44% F
Trailing 12 Months  
Capital Gain -1.02% 94% A 79% C+
Dividend Return 0.35% 7% F 4% F
Total Return -0.67% 94% A 68% D+
Trailing 5 Years  
Capital Gain 65.83% 89% B+ 88% B+
Dividend Return 3.74% 16% F 12% F
Total Return 69.57% 84% B 86% B
Average Annual (5 Year Horizon)  
Capital Gain 13.97% 94% A 86% B
Dividend Return 14.67% 90% A- 84% B
Total Return 0.70% 34% F 15% F
Risk Return Profile  
Volatility (Standard Deviation) 10.23% 55% F 66% D
Risk Adjusted Return 143.36% 87% B+ 96% A
Market Capitalization 0.41B 57% F 49% 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:
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.

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:
Below median total returns

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