ducovest

PFIG:ARCA-PowerShares Fundamental Investment Grade Corporate Bond Portfolio (USD)

ETF | Corporate Bond | NYSE Arca

Last Closing

USD 23.43

Change

0.00 (0.00)%

Market Cap

USD 0.06B

Volume

0.01M

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 RAFITM Bonds US Investment Grade 1-10 Index (the "underlying index"). The fund generally will invest at least 80% of its total assets in the component securities that comprise the underlying index. The underlying index is comprised of U.S. dollar-denominated bonds which are SEC-registered securities or Rule 144A securities with registration rights (issued after July 31, 2013) and whose issuers are public companies listed on a major U.S. stock exchange.

Company Website : www.invescopowershares.com

Currency: USD

Country : USA

Inception Date: 15/09/2011

Primary Benchmark: RAFI Bonds US Invest Grade 1-10 TR USD

Primary Index: BBgBarc US Agg Bond TR USD

Gross Expense Ratio: 0.22%

Management Expense Ratio: 0.22 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

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 Corporate Bond

Symbol Name Mer Price(Change) Market Cap
SPIB SPDR Barclays Intermediate Ter.. 0.08 %

N/A

 USD 9.92B
QLTA iShares Aaa - A Rated Corporat.. 0.15 %

N/A

 USD 1.62B
CORP PIMCO Investment Grade Corpora.. 0.20 %

N/A

 USD 1.24B
GIGB Goldman Sachs Access Investmen.. 0.14 %

N/A

 USD 0.86B
LQDH iShares Interest Rate Hedged C.. 0.10 %

N/A

 USD 0.43B
KORP American Century Diversified C.. 0.45 %

N/A

 USD 0.38B
IBD Northern Lights Fund Trust IV .. 0.62 %

N/A

 USD 0.33B
IGBH iShares Interest Rate Hedged L.. 0.20 %

N/A

 USD 0.09B
IG Principal Exchange-Traded Fund.. 0.26 %

N/A

 USD 0.09B
FCOR Fidelity® Corporate Bond ETF 0.42 %

N/A

 N/A

ETFs Containing PFIG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Corporate Bond) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.22% 64% D 35% F
Dividend Return 3.31% 21% F 49% F
Total Return 2.09% 57% F 33% F
Trailing 12 Months  
Capital Gain -1.22% 64% D 35% F
Dividend Return 3.31% 21% F 49% F
Total Return 2.09% 57% F 33% F
Trailing 5 Years  
Capital Gain -10.78% 62% D 37% F
Dividend Return 14.71% 38% F 49% F
Total Return 3.94% 69% C- 31% F
Average Annual (5 Year Horizon)  
Capital Gain -2.97% 57% F 19% F
Dividend Return -1.08% 50% F 16% F
Total Return 1.89% 29% F 45% F
Risk Return Profile  
Volatility (Standard Deviation) 6.72% 71% C- 88% B+
Risk Adjusted Return -16.14% 50% F 12% F
Market Capitalization 0.06B 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.

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.