PHB:ARCA-PowerShares High Yield Corporate Bond Portfolio (USD)

ETF | High Yield Bond | NYSE Arca

Last Closing

USD 18.19

Change

+0.06 (+0.33)%

Market Cap

USD 1.10B

Volume

0.04M

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 RAFI? Bonds US High Yield 1-10 Index. The fund generally will invest at least 80% of its total assets in high-yield corporate bonds 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.

Inception Date: 15/11/2007

Primary Benchmark: RAFI Bonds US High Yield 1-10 TR USD

Primary Index: BBgBarc US Agg Bond TR USD

Gross Expense Ratio: 0.5%

Management Expense Ratio: 0.50 %

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: 2025-03-17 )

Largest Industry Peers for High Yield Bond

Symbol Name Mer Price(Change) Market Cap
SHYG iShares 0-5 Year High Yield Co.. 0.30 %

-0.09 (-0.21%)

USD 6.47B
SJNK SPDR® Bloomberg Short Term Hi.. 0.40 %

-0.04 (-0.16%)

USD 5.10B
HYLB Xtrackers USD High Yield Corpo.. 0.20 %

-0.05 (-0.14%)

USD 3.28B
HYGV FlexShares® High Yield Value-.. 0.37 %

-0.13 (-0.32%)

USD 1.45B
HYS PIMCO 0-5 Year High Yield Corp.. 0.56 %

-0.17 (-0.18%)

USD 1.43B
HYGH iShares Interest Rate Hedged H.. 0.05 %

-0.23 (-0.27%)

USD 0.44B
FDHY Fidelity® High Yield Factor E.. 0.45 %

-0.03 (-0.06%)

USD 0.37B
PHYL PGIM Active High Yield Bond ET.. 0.00 %

-0.03 (-0.09%)

USD 0.27B
HYDW Xtrackers Low Beta High Yield .. 0.25 %

-0.10 (-0.22%)

USD 0.19B
SHYL Xtrackers Short Duration High .. 0.20 %

-0.06 (-0.13%)

USD 0.16B

ETFs Containing PHB

PFH-F:CA Invesco Fundamental High .. 0.00 % 0.00 %

+0.01 (+0.06%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (High Yield Bond) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.61% 82% B 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.61% 65% D 53% F
Trailing 12 Months  
Capital Gain 1.17% 65% D 45% F
Dividend Return 3.43% 6% D- 55% F
Total Return 4.59% 6% D- 44% F
Trailing 5 Years  
Capital Gain 13.40% 88% B+ 27% F
Dividend Return 22.33% 6% D- 49% F
Total Return 35.74% 29% F 26% F
Average Annual (5 Year Horizon)  
Capital Gain -0.19% 82% B 30% F
Dividend Return 1.77% 12% F 30% F
Total Return 1.96% 6% D- 46% F
Risk Return Profile  
Volatility (Standard Deviation) 14.21% 12% F 68% D+
Risk Adjusted Return 12.46% 12% F 28% F
Market Capitalization 1.10B 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.

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.