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

ETF | Corporate Bond | NYSE Arca

Last Closing

USD 23.94

Change

+0.09 (+0.37)%

Market Cap

USD 0.06B

Volume

6.60K

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.

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: 2025-04-03 )

Largest Industry Peers for Corporate Bond

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

+0.24 (+0.73%)

USD 10.09B
QLTA iShares Aaa - A Rated Corporat.. 0.15 %

+0.63 (+1.36%)

USD 1.60B
CORP PIMCO Investment Grade Corpora.. 0.20 %

+1.03 (+1.09%)

USD 1.31B
GIGB Goldman Sachs Access Investmen.. 0.14 %

+0.74 (+1.66%)

USD 0.84B
LQDH iShares Interest Rate Hedged C.. 0.10 %

+1.64 (+1.85%)

USD 0.53B
KORP American Century Diversified C.. 0.45 %

+0.67 (+1.47%)

USD 0.40B
IBD Northern Lights Fund Trust IV .. 0.62 %

+0.16 (+0.69%)

USD 0.38B
IGBH iShares Interest Rate Hedged L.. 0.20 %

+0.70 (+3.08%)

USD 0.11B
IG Principal Exchange-Traded Fund.. 0.26 %

+0.27 (+1.35%)

USD 0.10B
FCOR Fidelity® Corporate Bond ETF 0.42 %

+0.48 (+1.04%)

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 1.96% 93% A 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.96% 50% F 73% C
Trailing 12 Months  
Capital Gain 2.39% 86% B+ 62% D
Dividend Return 2.43% 21% F 44% F
Total Return 4.82% 57% F 59% D-
Trailing 5 Years  
Capital Gain -4.70% 62% D 22% F
Dividend Return 14.66% 38% F 32% F
Total Return 9.96% 54% F 18% F
Average Annual (5 Year Horizon)  
Capital Gain -3.19% 57% F 19% F
Dividend Return -1.24% 50% F 16% F
Total Return 1.95% 29% F 46% F
Risk Return Profile  
Volatility (Standard Deviation) 6.53% 71% C- 87% B+
Risk Adjusted Return -19.04% 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.