ducovest

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

ETF | Corporate Bond | NYSE Arca

Last Closing

USD 23.46

Change

+0.07 (+0.30)%

Market Cap

USD 0.06B

Volume

3.17K

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 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.

Company Website : www.invescopowershares.com

Currency: USD

Country : USA

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: 2024-03-27 )

Largest Industry Peers for Corporate Bond

Symbol Name Mer Price(Change) Market Cap
LQD iShares iBoxx $ Investment Gra.. 0.15 %

N/A

 USD 28.03B
SPIB SPDR Barclays Intermediate Ter.. 0.08 %

N/A

 USD 7.74B
CORP PIMCO Investment Grade Corpora.. 0.20 %

N/A

 USD 1.10B
QLTA iShares Aaa - A Rated Corporat.. 0.15 %

N/A

 USD 1.02B
GIGB Goldman Sachs Access Investmen.. 0.14 %

N/A

 USD 0.73B
FLCO Franklin Liberty Investment Gr.. 0.35 %

N/A

 USD 0.35B
LQDH iShares Interest Rate Hedged C.. 0.10 %

N/A

 USD 0.32B
KORP American Century Diversified C.. 0.45 %

N/A

 USD 0.26B
IBD Northern Lights Fund Trust IV .. 0.62 %

N/A

 USD 0.26B
FCOR Fidelity® Corporate Bond ETF 0.42 %

N/A

 USD 0.21B

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 -1.10% 60% D- 26% F
Dividend Return 0.92% 75% C 51% F
Total Return -0.18% 63% D 27% F
Trailing 12 Months  
Capital Gain 0.77% 50% F 31% F
Dividend Return 3.71% 50% F 54% F
Total Return 4.48% 64% D 31% F
Trailing 5 Years  
Capital Gain -7.55% 50% F 35% F
Dividend Return 9.70% 19% F 36% F
Total Return 2.15% 38% F 29% F
Average Annual (5 Year Horizon)  
Capital Gain -2.62% 67% D+ 29% F
Dividend Return -0.84% 67% D+ 25% F
Total Return 1.77% 13% F 43% F
Risk Return Profile  
Volatility (Standard Deviation) 6.45% 73% C 89% A-
Risk Adjusted Return -13.02% 47% F 20% F
Market Capitalization 0.06B 19% F 18% 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.

Below median total returns

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

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.