PSL:ARCA-PowerShares DWA Consumer Staples Momentum Portfolio (USD)

ETF | Consumer Defensive | NYSE Arca

Last Closing

USD 97.54

Change

+0.62 (+0.64)%

Market Cap

USD 0.20B

Volume

1.28K

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 Dorsey Wright? Consumer Staples Technical Leaders Index (the "underlying 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 is composed of at least 30 common stocks of companies in the consumer staples sector that have powerful relative strength or "momentum" characteristics.

Inception Date: 12/10/2006

Primary Benchmark: Dorsey Wright Con Stpl Tech Ldrs TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.69%

Management Expense Ratio: 0.60 %

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 Consumer Defensive

Symbol Name Mer Price(Change) Market Cap
PSCC Invesco S&P SmallCap Consumer .. 0.29 %

N/A

USD 0.07B
FTXG First Trust Nasdaq Food & Beve.. 0.60 %

N/A

USD 0.05B

ETFs Containing PSL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Consumer Defensive) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.60% 100% F 67% D+
Dividend Return 0.20% 33% F 11% F
Total Return 6.80% 100% F 66% D+
Trailing 12 Months  
Capital Gain 14.70% 100% F 69% C-
Dividend Return 1.37% 33% F 20% F
Total Return 16.07% 100% F 68% D+
Trailing 5 Years  
Capital Gain 37.43% 67% D+ 68% D+
Dividend Return 5.48% 33% F 19% F
Total Return 42.91% 67% D+ 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 6.49% 67% D+ 66% D+
Dividend Return 7.43% 67% D+ 65% D
Total Return 0.93% 33% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 18.88% 67% D+ 78% C+
Risk Adjusted Return 39.34% 33% F 74% C
Market Capitalization 0.20B 100% F 35% 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 return on assets

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

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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 total returns

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

Negative free cash flow

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