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

ETF | Miscellaneous Sector | NYSE Arca

Last Closing

USD 16.92

Change

+0.48 (+2.92)%

Market Cap

USD 0.09B

Volume

0.18M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict
Created with Highstock 5.0.6

Very Bearish

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.

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

Created with Highstock 5.0.6
Cash (0%)
NotClassified (0%)
Stock non-US (21%)
Other (0%)
Stock US (78%)
Bond (0%)
Top Holdings

N/A

Symbol Company Name Allocation
TEM Tempus AI, Inc. Class A Common Stock 2.80 %
Top Sectors

N/A

Created with Highstock 5.0.6
Basic Materials (18%)
Consumer Cyclicals (16%)
Financial Services (0%)
Real Estate (0%)
Communication Services (0%)
Energy (0%)
Industrials (24%)
Technology (27%)
Consumer Defensive (1%)
Healthcare (0%)
Utilities (11%)
Top Regions

N/A

Created with Highstock 5.0.6
North America (84%)
United Kingdom (1%)
Europe Developed (1%)
Europe Emerging (0%)
Africa/Middle East (0%)
Japan (0%)
Australasia (0%)
Asia Developed (0%)
Asia Emerging (7%)
Latin America (4%)

Share Volume

Relative Performance (Total Returns)

Compare
PBW VTI
  • VTI
Relative Returns (From:    To: 2025-03-14 )

Largest Industry Peers for Miscellaneous Sector

Symbol Name Mer Price(Change) Market Cap
CGW Invesco S&P Global Water Index.. 0.60 %

N/A

USD 0.90B
JETS U.S. Global Jets ETF 0.60 %

N/A

USD 0.87B
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 -15.44% 18% F 12% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -15.44% 18% F 11% F
Trailing 12 Months  
Capital Gain -22.21% 27% F 12% F
Dividend Return 1.66% 71% C- 29% F
Total Return -20.55% 27% F 12% F
Trailing 5 Years  
Capital Gain -40.69% 18% F 8% B-
Dividend Return 16.63% 100% F 42% F
Total Return -24.06% 18% F 9% A-
Average Annual (5 Year Horizon)  
Capital Gain -0.26% 36% F 30% F
Dividend Return 1.05% 36% F 26% F
Total Return 1.30% 55% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 82.54% 18% F 10% F
Risk Adjusted Return 1.27% 36% F 21% F
Market Capitalization 0.09B N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.

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.