KBWP:ARCA-PowerShares KBW Property & Casualty Insurance Portfolio (USD)

ETF | Financial | NYSE Arca

Last Closing

USD 115.57

Change

0.00 (0.00)%

Market Cap

USD 0.07B

Volume

6.09K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the KBW Nasdaq Property & Casualty Index (the "underlying index"). The fund generally invests at least 90% of its total assets in the securities of property and casualty insurance companies that comprise the underlying index. It generally invests in all of the securities comprising the underlying index in proportion to their weightings in the underlying index. The fund is non-diversified.

Inception Date: 02/12/2010

Primary Benchmark: KBW Nasdaq Property & Casualty TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.35%

Management Expense Ratio: 0.35 %

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: 2024-08-31 )

Largest Industry Peers for Financial

Symbol Name Mer Price(Change) Market Cap
EUFN iShares MSCI Europe Financials.. 0.48 %

+0.17 (+0.71%)

USD 1.96B
KBWB Invesco KBW Bank ETF 0.35 %

+0.55 (+0.98%)

USD 1.71B
KBWD Invesco KBW High Dividend Yiel.. 0.35 %

+0.23 (+1.52%)

USD 0.39B
FTXO First Trust Nasdaq Bank ETF 0.60 %

+0.35 (+1.24%)

USD 0.11B
QABA First Trust NASDAQ® ABA Commu.. 0.60 %

+1.14 (+2.21%)

USD 0.11B
PFI Invesco DWA Financial Momentum.. 0.60 %

+0.81 (+1.53%)

USD 0.06B
KBWR Invesco KBW Regional Banking E.. 0.35 %

+1.59 (+2.92%)

USD 0.05B
PSCF Invesco S&P SmallCap Financial.. 0.29 %

+1.32 (+2.46%)

USD 0.02B

ETFs Containing KBWP

N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 27.69% 100% F 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 27.69% 100% F 73% C
Trailing 12 Months  
Capital Gain 37.98% 89% A- 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 37.98% 89% A- 74% C
Trailing 5 Years  
Capital Gain 63.60% 100% F 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 63.60% 100% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 12.63% N/A N/A 71% C-
Dividend Return 14.17% N/A N/A 71% C-
Total Return 1.53% N/A N/A 37% F
Risk Return Profile  
Volatility (Standard Deviation) 17.01% N/A N/A 81% B-
Risk Adjusted Return 83.30% N/A N/A 93% A
Market Capitalization 0.07B 67% D+ 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:

There is nothing we particularly like

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.