IDMO:ARCA-PowerShares S&P International Developed Momentum Portfolio

ETF | Others | NYSE Arca

Last Closing

USD 26.14

Change

+0.08 (+0.31)%

Market Cap

USD 3.51M

Volume

100.00

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 S&P Momentum Developed ex-U.S. & South Korea LargeMidCap IndexTM. The fund will invest at least 90% of its total assets in the securities of companies that comprise the underlying index. The index is composed of stocks that represent the top 85% of float-adjusted market capitalization companies in each developed country (excluding the United States and South Korea) represented in that index. It is non-diversified.

Inception Date: 23/02/2012

Primary Benchmark: S&P Mom Dlpd ex-US&SthKor LgeM-Cap USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: 0.36%

Management Expense Ratio: 0.25 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-08-21 )

Largest Industry Peers for Others

Symbol Name Mer Price(Change) Market Cap
BRKB Berkshire Hathaway Inc 0.00 %

+2.47 (+1.09%)

USD 559.16B
PUK-P Prudential plc 0.00 %

+0.09 (+0.32%)

USD 59.02B
ALL-PB The Allstate Corporation 0.00 %

-0.17 (-0.61%)

USD 35.62B
BFA Brown-Forman Corporation 0.00 %

+0.34 (+0.51%)

USD 26.59B
ARNC-P Arconic Inc 0.00 %

N/A

USD 11.19B
SCE-PD Southern California Edison Com.. 0.00 %

+0.06 (+0.25%)

USD 10.46B
SCE-PC Southern California Edison Com.. 0.00 %

N/A

USD 10.36B
SCE-PB Southern California Edison Com.. 0.00 %

N/A

USD 10.03B
PCG-PA Pacific Gas and Electric Compa.. 0.00 %

-0.20 (-0.70%)

USD 7.56B
XLC Communication Services Select .. 0.13 %

+0.26 (+0.45%)

USD 7.11B

ETFs Containing IDMO

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.70% 72% C- 64% D
Dividend Return 2.34% 89% B+ 64% D
Total Return 17.04% 76% C 65% D
Trailing 12 Months  
Capital Gain -1.17% 57% F 58% F
Dividend Return 2.01% 56% F 40% F
Total Return 0.84% 56% F 55% F
Trailing 5 Years  
Capital Gain -15.84% 29% F 36% F
Dividend Return 6.47% 31% F 23% F
Total Return -9.37% 26% F 30% F
Average Annual (5 Year Horizon)  
Capital Gain -2.15% 21% F 28% F
Dividend Return -0.58% 21% F 24% F
Total Return 1.57% 49% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 14.64% 31% F 54% F
Risk Adjusted Return -3.97% 22% F 24% F
Market Capitalization 3.51M 5% F 20% F

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:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

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.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.