PBW:ARCA-PowerShares WilderHill Clean Energy Portfolio

ETF | Others | NYSE Arca

Last Closing

USD 29.2

Change

+0.13 (+0.45)%

Market Cap

USD 0.09B

Volume

0.02M

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 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

Top Holdings

N/A

Symbol Company Name Allocation
OCPNF Olympus Corporation 1.94 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-10-18 )

Largest Industry Peers for Others

Symbol Name Mer Price(Change) Market Cap
SOJE SOJE 0.00 %

-0.28 (-1.44%)

USD 65.72B
JEPI JPMorgan Equity Premium Income.. 0.00 %

-0.51 (-0.90%)

USD 32.43B
DTB DTB 0.00 %

-0.39 (-1.96%)

USD 26.58B
DFAC Dimensional U.S. Core Equity 2.. 0.00 %

-0.50 (-1.62%)

USD 26.00B
GBTC Grayscale Bitcoin Trust (BTC) 0.00 %

-3.55 (-6.33%)

USD 23.75B
JPST JPMorgan Ultra-Short Income ET.. 0.00 %

N/A

USD 22.73B
SGOV iShares® 0-3 Month Treasury B.. 0.00 %

+0.01 (+0.01%)

USD 19.79B
CGABL The Carlyle Group Inc. 4.625% .. 0.00 %

-0.61 (-3.26%)

USD 16.14B
AVUV Avantis® U.S. Small Cap Value.. 0.00 %

-2.28 (-2.51%)

USD 10.49B
DFUV Dimensional US Marketwide Valu.. 0.00 %

-0.68 (-1.72%)

USD 10.15B

ETFs Containing PBW

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 36.51% 96% N/A 89% A-
Dividend Return 1.50% 53% F 34% F
Total Return 38.01% 96% N/A 88% B+
Trailing 12 Months  
Capital Gain 24.68% 95% A 88% B+
Dividend Return 1.37% 35% F 24% F
Total Return 26.05% 95% A 87% B+
Trailing 5 Years  
Capital Gain 3.55% 46% F 49% F
Dividend Return 7.51% 34% F 25% F
Total Return 11.05% 38% F 37% F
Average Annual (5 Year Horizon)  
Capital Gain 2.67% 60% D- 58% F
Dividend Return 4.35% 56% F 49% F
Total Return 1.68% 52% F 38% F
Risk Return Profile  
Volatility (Standard Deviation) 19.80% 18% F 38% F
Risk Adjusted Return 21.95% 35% F 38% F
Market Capitalization 0.09B 60% D- 30% 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:
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.