ducovest

PBW:ARCA-PowerShares WilderHill Clean Energy Portfolio (USD)

ETF | Miscellaneous Sector | NYSE Arca

Last Closing

USD 20.94

Change

0.00 (0.00)%

Market Cap

USD 0.09B

Volume

0.18M

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 WilderHill Clean Energy Index. The fund generally will invest at least 90% of its total assets in common stocks of companies that comprise the underlying index. The underlying index was composed of the stocks of about 40 companies that are publicly traded in the United States and that are engaged in the business of the advancement of cleaner energy and conservation.

Company Website : www.invescopowershares.com

Currency: USD

Country : USA

Inception Date: 03/03/2005

Primary Benchmark: WilderHill Clean Energy TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.76%

Management Expense Ratio: 0.70 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
MIX:LSE Mobeus Income And Growth Vct Plc 3.20 %
3139:TSE Lacto Japan Co Ltd 2.04 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-28 )

Largest Industry Peers for Miscellaneous Sector

Symbol Name Mer Price(Change) Market Cap
JETS U.S. Global Jets ETF 0.60 %

N/A

 USD 1.06B
CGW Invesco S&P Global Water Index.. 0.60 %

N/A

 USD 0.91B
IPAY Amplify ETF Trust 0.75 %

N/A

 USD 0.34B
MJ Amplify ETF Trust 0.75 %

N/A

 USD 0.25B
YOLO AdvisorShares Pure Cannabis 0.00 %

N/A

 USD 0.03B
FAN First Trust Global Wind Energy.. 0.60 %

N/A

 N/A
PBD Invesco Global Clean Energy ET.. 0.75 %

N/A

 N/A
TAN Invesco Solar ETF 0.65 %

N/A

 N/A
FIW First Trust Water ETF 0.55 %

N/A

 N/A
NLR VanEck Uranium+Nuclear Energy .. 0.60 %

N/A

 N/A

ETFs Containing PBW

N/A

Market Performance

  Market Performance vs. Industry/Classification (Miscellaneous Sector) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -29.54% 27% F 8% B-
Dividend Return 1.21% 57% F 20% F
Total Return -28.33% 18% F 8% B-
Trailing 12 Months  
Capital Gain -29.54% 27% F 8% B-
Dividend Return 1.21% 57% F 20% F
Total Return -28.33% 18% F 8% B-
Trailing 5 Years  
Capital Gain -38.30% 27% F 14% F
Dividend Return 13.98% 100% F 46% F
Total Return -24.32% 27% F 14% F
Average Annual (5 Year Horizon)  
Capital Gain 11.05% 73% C 67% D+
Dividend Return 12.33% 64% D 65% D
Total Return 1.27% 55% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 94.26% 18% F 9% A-
Risk Adjusted Return 13.08% 36% F 29% F
Market Capitalization 0.09B 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:

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.

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.