ducovest

PWB:ARCA-PowerShares Dynamic LargeCap Growth (USD)

ETF | Large Growth | NYSE Arca

Last Closing

USD 103.63

Change

-1.52 (-1.44)%

Market Cap

USD 0.41B

Volume

0.02M

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.

Company Website : www.invescopowershares.com

Currency: USD

Country : USA

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 Holdings

N/A

Symbol Company Name Allocation
CVE Cenovus Energy Inc 3.29 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-27 )

Largest Industry Peers for Large Growth

Symbol Name Mer Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E.. 0.04 %

N/A

 USD 37.86B
VOOG Vanguard S&P 500 Growth Index .. 0.15 %

N/A

 USD 17.70B
IWY iShares Russell Top 200 Growth.. 0.20 %

N/A

 USD 14.23B
SPGP Invesco S&P 500 GARP ETF 0.36 %

N/A

 USD 4.74B
JMOM JPMorgan U.S. Momentum Factor .. 0.12 %

N/A

 USD 1.29B
QGRO American Century U.S. Quality .. 0.00 %

N/A

 USD 1.14B
FQAL Fidelity® Quality Factor ETF 0.30 %

N/A

 USD 1.07B
SFY SoFi Select 500 0.00 %

N/A

 USD 0.97B
FDMO Fidelity® Momentum Factor ETF 0.30 %

N/A

 USD 0.38B
BIBL Northern Lights Fund Trust IV .. 0.35 %

N/A

 USD 0.33B

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 33.37% 54% F 88% B+
Dividend Return 0.10% 13% F 1% F
Total Return 33.48% 50% F 87% B+
Trailing 12 Months  
Capital Gain 33.37% 54% F 88% B+
Dividend Return 0.10% 13% F 1% F
Total Return 33.48% 50% F 87% B+
Trailing 5 Years  
Capital Gain 100.72% 56% F 87% B+
Dividend Return 1.41% 8% B- 4% F
Total Return 102.12% 56% F 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 15.79% 52% F 76% C+
Dividend Return 15.94% 44% F 73% C
Total Return 0.15% 8% B- 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 22.69% 88% B+ 48% F
Risk Adjusted Return 70.24% 56% F 81% B-
Market Capitalization 0.41B N/A N/A N/A N/A

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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.