SPMO:ARCA-PowerShares S&P 500 Momentum Portfolio

ETF | Large Growth | NYSE Arca

Last Closing

USD 35.4

Change

0.00 (0.00)%

Market Cap

USD 1.32M

Volume

2.72K

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 S&P 500 Momentum Index (the "underlying 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 designed to track the performance of approximately 100 stocks in the S&P 500 Index that have the highest "momentum score." In general, momentum is the tendency of an investment to exhibit persistence in its relative performance. The fund is non-diversified.

Inception Date: 06/10/2015

Primary Benchmark: S&P 500 Momentum TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.25%

Management Expense Ratio: 0.13 %

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 0.19 %

N/A

USD 43.93B
VUG Vanguard Growth 0.04 %

N/A

USD 39.68B
IVW iShares S&P 500 Growth 0.18 %

N/A

USD 23.13B
SCHG Schwab U.S. Large-Cap Growth 0.04 %

N/A

USD 7.63B
SPYG SPDR Series Trust Portfolio S&.. 0.06 %

N/A

USD 5.17B
MGK Vanguard Mega Cap Growth 0.07 %

N/A

USD 4.28B
MTUM iShares Edge MSCI USA Momentum.. 0.15 %

N/A

USD 3.60B
RPG Invesco S&P 500 Pure Growth 0.35 %

N/A

USD 2.75B
VOOG Vanguard S&P 500 Growth 0.15 %

N/A

USD 2.68B
FLGE Credit Suisse FI Large Cap Gro.. 0.00 %

N/A

USD 2.01B

ETFs Containing SPMO

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 4.86% 59% F 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.86% 59% F 51% F
Trailing 12 Months  
Capital Gain -2.19% 87% B+ 75% C
Dividend Return 0.62% 25% F 8% F
Total Return -1.57% 81% B- 66% D
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 12.21% 71% C- 83% B
Dividend Return 13.18% 61% D- 81% B-
Total Return 0.97% 48% F 20% F
Risk Return Profile  
Volatility (Standard Deviation) 12.19% 29% F 59% F
Risk Adjusted Return 108.13% 58% F 88% B+
Market Capitalization 1.32M 20% F 17% 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:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

High volatility

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.

Below median total returns

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