PXJ:ARCA-PowerShares Dynamic Oil Services (USD)

ETF | Equity Energy | NYSE Arca

Last Closing

USD 28.0813

Change

+0.14 (+0.51)%

Market Cap

USD 0.04B

Volume

0.02M

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 Dynamic Oil Services IntellidexSM Index. The fund generally will invest at least 90% of its total assets in common stocks of companies that assist in the production, processing and distribution of oil and gas that comprise the underlying intellidex. The underlying intellidex was composed of common stocks of 30 U.S. companies that assist in the production, processing and distribution of oil and gas. The fund is non-diversified.

Inception Date: 26/10/2005

Primary Benchmark: Dynamic Oil Services Intellidex TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.72%

Management Expense Ratio: 0.63 %

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: 2024-09-13 )

Largest Industry Peers for Equity Energy

Symbol Name Mer Price(Change) Market Cap
XLE Energy Select Sector SPDR® Fu.. 0.13 %

+0.60 (+0.67%)

USD 35.75B
VDE Vanguard Energy Index Fund ETF.. 0.10 %

+0.87 (+0.70%)

USD 7.79B
FENY Fidelity® MSCI Energy Index E.. 0.08 %

+0.19 (+0.77%)

USD 1.58B
OIH VanEck Oil Services ETF 0.35 %

+3.30 (+1.20%)

USD 1.44B
FXN First Trust Energy AlphaDEX® .. 0.63 %

+0.15 (+0.92%)

USD 0.40B
CNRG SPDR® Kensho Clean Power ETF 0.00 %

+1.80 (+2.83%)

USD 0.17B
PXE Invesco Dynamic Energy Explora.. 0.63 %

+0.29 (+0.99%)

USD 0.11B
FILL iShares MSCI Global Energy Pro.. 0.39 %

+0.16 (+0.64%)

USD 0.10B
CRAK VanEck Oil Refiners ETF 0.60 %

+0.44 (+1.42%)

USD 0.03B
IXC iShares Global Energy ETF 0.46 %

+0.24 (+0.59%)

N/A

ETFs Containing PXJ

N/A

Market Performance

  Market Performance vs. Industry/Classification (Equity Energy) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.12% 56% F 23% F
Dividend Return 1.58% 79% B- 36% F
Total Return -0.54% 63% D 22% F
Trailing 12 Months  
Capital Gain -9.82% 50% F 16% F
Dividend Return 2.59% 63% D 38% F
Total Return -7.23% 56% F 16% F
Trailing 5 Years  
Capital Gain 6.98% 13% F 50% F
Dividend Return 6.12% 13% F 18% F
Total Return 13.09% 13% F 40% F
Average Annual (5 Year Horizon)  
Capital Gain 25.72% 63% D 87% B+
Dividend Return 27.14% 44% F 86% B+
Total Return 1.42% 25% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 53.25% 38% F 16% F
Risk Adjusted Return 50.97% 25% F 69% C-
Market Capitalization 0.04B 20% F 20% 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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

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

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.

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.