PSCH:NSD-PowerShares S&P SmallCap Health Care Portfolio (USD)

ETF | Health | NASDAQ Global Market

Last Closing

USD 43.65

Change

+1.06 (+2.49)%

Market Cap

USD 0.18B

Volume

0.02M

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 S&P SmallCap 600? Capped Health Care Index. The fund generally will invest at least 90% of its total assets in common stocks of small capitalization U.S. healthcare companies that comprise the underlying index. These companies are principally engaged in the business of providing healthcare-related products, facilities and services, including biotechnology, pharmaceuticals, medical technology and supplies. The fund is non-diversified.

Inception Date: 07/04/2010

Primary Benchmark: S&P Small 600 Cap HealthCare TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.29%

Management Expense Ratio: 0.29 %

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: 2024-03-27 )

Largest Industry Peers for Health

Symbol Name Mer Price(Change) Market Cap
IBB iShares Biotechnology ETF 0.47 %

N/A

USD 6.95B
PPH VanEck Pharmaceutical ETF 0.36 %

N/A

USD 0.49B
BBH VanEck Biotech ETF 0.35 %

N/A

USD 0.41B
PTH Invesco DWA Healthcare Momentu.. 0.60 %

N/A

USD 0.13B
GNOM Global X Genomics & Biotechnol.. 0.00 %

N/A

USD 0.09B
BTEC Principal Healthcare Innovator.. 0.42 %

N/A

USD 0.04B
FTXH First Trust Nasdaq Pharmaceuti.. 0.60 %

N/A

USD 0.02B
CNCR Loncar Cancer Immunotherapy ET.. 0.79 %

N/A

USD 0.02B

ETFs Containing PSCH

N/A

Market Performance

  Market Performance vs. Industry/Classification (Health) Market Performance vs. Exchange (NASDAQ Global Market)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.99% 44% F 56% F
Dividend Return 0.08% 33% F 3% F
Total Return 2.07% 44% F 55% F
Trailing 12 Months  
Capital Gain 1.18% 22% F 50% F
Dividend Return 0.09% 20% F 1% F
Total Return 1.28% 22% F 47% F
Trailing 5 Years  
Capital Gain 13.36% 38% F 60% D-
Dividend Return 0.11% 14% F 1% F
Total Return 13.46% 38% F 54% F
Average Annual (5 Year Horizon)  
Capital Gain 4.49% 33% F 62% D
Dividend Return 4.49% 33% F 59% D-
Total Return 0.00% 13% F N/A F
Risk Return Profile  
Volatility (Standard Deviation) 29.47% 56% F 62% D
Risk Adjusted Return 15.24% 33% F 54% F
Market Capitalization 0.18B 67% D+ 50% 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.

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.

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.