BKLN:ARCA-PowerShares Exchange-Traded Fund Trust (USD)

ETF | Bank Loan | NYSE Arca

Last Closing

USD 21.07

Change

-0.01 (-0.05)%

Market Cap

USD 6.47B

Volume

0.01B

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 S&P 500? Low Volatility Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. Volatility is a statistical measurement of the magnitude of up and down asset price fluctuations (increases or decreases in a stock's price) over time. 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: 03/03/2011

Primary Benchmark: S&P/LSTA U.S. Leveraged Loan 100 TR USD

Primary Index: BBgBarc US Agg Bond TR USD

Gross Expense Ratio: 0.65%

Management Expense Ratio: 0.63 %

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: 2025-02-20 )

Largest Industry Peers for Bank Loan

Symbol Name Mer Price(Change) Market Cap
SRLN SPDR Blackstone Senior Loan ET.. 0.70 %

-0.04 (-0.10%)

USD 9.15B
FLRT Pacer Pacific Asset Floating R.. 1.10 %

+0.01 (+0.02%)

USD 0.50B
SEIX Virtus ETF Trust II - Virtus S.. 0.00 %

N/A

USD 0.32B

ETFs Containing BKLN

RMIF ETF Series Solutions - LH.. 20.43 % 0.00 %

-0.03 (0.42%)

N/A
BAMY Brookstone Yield ETF 19.47 % 0.00 %

-0.09 (0.42%)

USD 0.04B
WTBN WisdomTree Bianco Total R.. 10.00 % 0.00 %

+0.11 (+0.42%)

USD 0.05B
HFND Tidal ETF Trust - Unlimit.. 6.07 % 0.00 %

-0.20 (0.42%)

N/A
MENV 6.05 % 0.00 %

N/A

N/A
HIYS Invesco High Yield Select.. 4.92 % 0.00 %

-0.02 (0.42%)

N/A
JPIE J.P. Morgan Exchange-Trad.. 1.26 % 0.00 %

+0.03 (+0.42%)

USD 2.72B
FWDB 0.00 % 0.95 %

N/A

N/A
MINC 0.00 % 0.75 %

N/A

N/A
NFLT Virtus Newfleet Multi-Sec.. 0.00 % 0.80 %

+0.07 (+0.42%)

USD 0.24B
QED 0.00 % 0.76 %

N/A

N/A
QMN 0.00 % 0.76 %

N/A

N/A
WBND Western Asset Total Retur.. 0.00 % 0.45 %

+0.05 (+0.42%)

USD 0.01B
BKL-F:CA 0.00 % 0.00 %

N/A

N/A
WBII 0.00 % 1.02 %

N/A

N/A
IFRF:CA IA Clarington Floating Ra.. 0.00 % 0.00 %

+0.02 (+0.42%)

CAD 4.55M
MUSI American Century Multisec.. 0.00 % 0.00 %

+0.07 (+0.42%)

USD 0.19B

Market Performance

  Market Performance vs. Industry/Classification (Bank Loan) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 12 Months  
Capital Gain -0.05% 75% C 31% F
Dividend Return 6.48% 75% C 80% B-
Total Return 6.43% 75% C 41% F
Trailing 5 Years  
Capital Gain -7.06% 50% F 40% F
Dividend Return 25.89% 25% F 76% C+
Total Return 18.83% 50% F 45% F
Average Annual (5 Year Horizon)  
Capital Gain -0.53% 50% F 28% F
Dividend Return 3.43% 25% F 37% F
Total Return 3.96% 25% F 74% C
Risk Return Profile  
Volatility (Standard Deviation) 7.33% 50% F 85% B
Risk Adjusted Return 46.86% 25% F 60% D-
Market Capitalization 6.47B 100% F 86% B+

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.