PWB:ARCA-PowerShares Dynamic LargeCap Growth

ETF | Large Growth | NYSE Arca

Last Closing

USD 46.6939

Change

0.00 (0.00)%

Market Cap

USD 0.41B

Volume

0.05M

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: 0.55 %

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: 2019-03-24 )

Largest Industry Peers for Large Growth

Symbol Name Mer Price(Change) Market Cap
VUG Vanguard Growth Index Fund ETF.. 0.04 %

+0.75 (+0.22%)

USD 117.39B
IWF iShares Russell 1000 Growth ET.. 0.19 %

+1.39 (+0.41%)

USD 87.69B
IVW iShares S&P 500 Growth ETF 0.18 %

+0.28 (+0.33%)

USD 42.26B
SCHG Schwab U.S. Large-Cap Growth E.. 0.04 %

+0.17 (+0.18%)

USD 23.86B
SPYG SPDR® Portfolio S&P 500 Growt.. 0.06 %

+0.23 (+0.31%)

USD 22.11B
MGK Vanguard Mega Cap Growth Index.. 0.07 %

+0.60 (+0.21%)

USD 17.22B
IWY iShares Russell Top 200 Growth.. 0.20 %

+0.46 (+0.24%)

USD 9.49B
VOOG Vanguard S&P 500 Growth Index .. 0.15 %

+0.73 (+0.24%)

USD 8.39B
SPGP Invesco S&P 500 GARP ETF 0.36 %

+1.56 (+1.50%)

USD 4.59B
JKE iShares Morningstar Growth ETF 0.25 %

N/A

USD 2.06B

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 12.60% 13% F 65% D
Dividend Return 0.21% 33% F 8% B-
Total Return 12.81% 13% F 63% D
Trailing 12 Months  
Capital Gain 10.89% 69% C- 82% B
Dividend Return 0.46% 12% F 5% F
Total Return 11.34% 62% D 78% C+
Trailing 5 Years  
Capital Gain 78.29% 84% B 89% A-
Dividend Return 4.05% 16% F 13% F
Total Return 82.34% 84% B 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 13.53% 93% A 86% B+
Dividend Return 14.23% 90% A- 84% B
Total Return 0.70% 32% F 15% F
Risk Return Profile  
Volatility (Standard Deviation) 10.45% 53% F 65% D
Risk Adjusted Return 136.17% 90% A- 95% A
Market Capitalization 0.41B 57% F 54% 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.