PYZ:ARCA-PowerShares DWA Basic Materials Momentum Portfolio (USD)

ETF | Natural Resources | NYSE Arca

Last Closing

USD 89.0783

Change

-0.32 (-0.36)%

Market Cap

USD 0.10B

Volume

9.63K

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? Basic Materials 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 basic materials sector that have powerful relative strength or "momentum" characteristics.

Inception Date: 12/10/2006

Primary Benchmark: Dorsey Wright Mtrls 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: 2024-04-15 )

Largest Industry Peers for Natural Resources

Symbol Name Mer Price(Change) Market Cap
WOOD iShares Global Timber & Forest.. 0.46 %

N/A

USD 0.20B
FTRI First Trust Indxx Global Natur.. 0.70 %

N/A

USD 0.19B
PSCM Invesco S&P SmallCap Materials.. 0.29 %

N/A

USD 0.02B
FTAG First Trust Indxx Global Agric.. 0.70 %

N/A

USD 9.74M

ETFs Containing PYZ

N/A

Market Performance

  Market Performance vs. Industry/Classification (Natural Resources) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.12% 100% F 70% C-
Dividend Return 0.25% 75% C 14% F
Total Return 4.37% 100% F 69% C-
Trailing 12 Months  
Capital Gain 5.49% 60% D- 63% D
Dividend Return 1.24% 40% F 17% F
Total Return 6.72% 60% D- 62% D
Trailing 5 Years  
Capital Gain 44.70% 80% B- 75% C
Dividend Return 4.64% 40% F 16% F
Total Return 49.34% 80% B- 73% C
Average Annual (5 Year Horizon)  
Capital Gain 13.41% 80% B- 74% C
Dividend Return 14.08% 80% B- 73% C
Total Return 0.67% 20% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 31.03% 60% D- 60% D-
Risk Adjusted Return 45.38% 80% B- 78% C+
Market Capitalization 0.10B 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is 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.

What to not like:
Below median total returns

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