PBD:ARCA-PowerShares Global Clean Energy Portfolio (USD)

ETF | Miscellaneous Sector | NYSE Arca

Last Closing

USD 14.2

Change

+0.27 (+1.94)%

Market Cap

USD 0.05B

Volume

0.03M

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 WilderHill New Energy Global Innovation Index. The fund invests at least 90% of its total assets in the securities of companies engaged in the business of the advancement of cleaner energy and conservation that comprise the underlying index, as well as American depositary receipts and global depositary receipts that are based on the securities in the underlying index. The adviser anticipates that the majority of its investments will be in the securities that comprise the underlying index rather than in ADRs and GDRs.

Inception Date: 13/06/2007

Primary Benchmark: WilderHill NewEnergy GLB Innovate TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.77%

Management Expense Ratio: 0.75 %

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: 2024-03-27 )

Largest Industry Peers for Miscellaneous Sector

Symbol Name Mer Price(Change) Market Cap
FIW First Trust Water ETF 0.55 %

+0.16 (+0.16%)

USD 1.64B
JETS U.S. Global Jets ETF 0.60 %

-0.01 (-0.05%)

USD 1.29B
TAN Invesco Solar ETF 0.65 %

+0.98 (+2.46%)

USD 1.22B
CGW Invesco S&P Global Water Index.. 0.60 %

+0.34 (+0.61%)

USD 0.99B
IPAY ETFMG Prime Mobile Payments ET.. 0.75 %

+0.61 (+1.26%)

USD 0.34B
PBW Invesco WilderHill Clean Energ.. 0.70 %

+0.64 (+3.28%)

USD 0.30B
MJ Amplify Alternative Harvest 0.75 %

+0.12 (+3.22%)

USD 0.23B
FAN First Trust Global Wind Energy.. 0.60 %

+0.10 (+0.66%)

USD 0.19B
NLR VanEck Uranium+Nuclear Energy .. 0.60 %

+0.90 (+1.18%)

USD 0.15B
YOLO AdvisorShares Pure Cannabis 0.00 %

+0.07 (+1.89%)

USD 0.05B

ETFs Containing PBD

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 -11.08% 27% F 10% F
Dividend Return 0.04% 29% F 1% F
Total Return -11.04% 27% F 9% A-
Trailing 12 Months  
Capital Gain -25.18% 27% F 10% F
Dividend Return 1.99% 70% C- 29% F
Total Return -23.19% 27% F 9% A-
Trailing 5 Years  
Capital Gain 18.58% 40% F 57% F
Dividend Return 10.31% 70% C- 39% F
Total Return 28.89% 60% D- 52% F
Average Annual (5 Year Horizon)  
Capital Gain 18.42% 82% B 84% B
Dividend Return 19.64% 82% B 83% B
Total Return 1.22% 55% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 60.73% 36% F 14% F
Risk Adjusted Return 32.35% 64% D 58% F
Market Capitalization 0.05B 27% F 27% 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:
Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
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.

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.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.