PWV:ARCA-PowerShares Dynamic LargeCap Value

ETF | Large Value | NYSE Arca

Last Closing Price

USD 39.22

Change

-0.07 (-0.18)%

Market Cap

USD 1.54B

Volume

0.08M

Yahoo Analyst Target

N/A

STA Analyst Target

N/A
Yahoo Analyst Rating

N/A

STA Analyst Rating

N/A

STA Verdict

Verdict

About

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Dynamic Large Cap Value IntellidexSM Index. The fund generally will invest at least 90% of its total assets in common stocks of large capitalization companies that comprise the underlying intellidex. The underlying intellidex for the fund is composed of 50 large capitalization U.S. value stocks that, strictly in accordance with its guidelines and mandated procedures, the intellidex provider includes principally on the basis of their capital appreciation potential.

Inception Date: 03/03/2005

Primary Benchmark: Dynamic Large Cap Value Intellidx TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.57%

Management Expense Ratio: 0.56 %

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: 2018-01-16 )

Largest Industry Peers for Large Value

Symbol Name Mer Price(Change) Market Cap
IWD iShares Russell 1000 Value 0.20 %

-0.47 (-0.37%)

USD 41.19B
VTV Vanguard Value 0.06 %

-0.35 (-0.32%)

USD 37.82B
DIA SPDR Dow Jones Industrial Aver.. 0.15 %

-0.10 (-0.04%)

USD 23.88B
VYM Vanguard High Dividend Yield 0.08 %

-0.25 (-0.28%)

USD 21.76B
SDY SPDR S&P Dividend 0.35 %

-0.38 (-0.40%)

USD 16.54B
IVE iShares S&P 500 Value 0.18 %

-0.51 (-0.43%)

USD 15.89B
SPLV PowerShares S&P 500 Low Volati.. 0.25 %

-0.14 (-0.29%)

USD 7.49B
SCHD Schwab US Dividend Equity 0.07 %

-0.09 (-0.17%)

USD 7.44B
HDV iShares Core High Dividend 0.10 %

-0.04 (-0.04%)

USD 6.77B
PRF Powershares FTSE RAFI US 1000 .. 0.39 %

-0.63 (-0.53%)

USD 5.53B

ETFs Containing PWV

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Large Value)
Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.06% 14% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.06% 14% F 45% F
Trailing 12 Months  
Capital Gain 15.12% 37% F 63% D
Dividend Return 1.77% 2% F 25% F
Total Return 16.88% 30% F 61% D-
Trailing 5 Years  
Capital Gain 72.78% 63% D 73% C
Dividend Return 14.18% 16% F 43% F
Total Return 86.96% 48% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 9.55% 81% B- 73% C
Dividend Return 11.79% 67% D+ 72% C-
Total Return 2.24% 33% F 43% F
Risk Return Profile  
Volatility (Standard Deviation) 10.10% 26% F 69% D+
Risk Adjusted Return 116.68% 47% F 86% B
Market Capitalization 1.08B 63% D 60% D-

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.

Below median total returns

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