PXI:ARCA-PowerShares DWA Energy Momentum Portfolio

ETF | Equity Energy | NYSE Arca

Last Closing Price

USD 38.14

Change

+0.95 (+2.55)%

Market Cap

USD 0.09B

Volume

0.01M

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 Dorsey Wright? Energy 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 energy sector that have powerful relative strength or "momentum" characteristics.

Inception Date: 12/10/2006

Primary Benchmark: Dorsey Wright Engy Tech Ldrs TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.76%

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: 2018-02-23 )

Largest Industry Peers for Equity Energy

Symbol Name Mer Price(Change) Market Cap
PSCE PowerShares S&P SmallCap Energ.. 0.29 %

+0.26 (+1.75%)

USD 0.07B
FTXN First Trust Nasdaq Oil & Gas E.. 0.61 %

+0.29 (+1.51%)

USD 3.89M

ETFs Containing PXI

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Equity Energy)
Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -3.39% 100% A+ 35% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.39% 100% A+ 34% F
Trailing 12 Months  
Capital Gain -7.22% 67% D+ 31% F
Dividend Return 0.76% 67% D+ 12% F
Total Return -6.46% 67% D+ 30% F
Trailing 5 Years  
Capital Gain -21.62% 100% A+ 23% F
Dividend Return 4.65% 100% A+ 15% F
Total Return -16.98% 100% A+ 22% F
Average Annual (5 Year Horizon)  
Capital Gain -5.72% 67% D+ 20% F
Dividend Return -4.75% 67% D+ 20% F
Total Return 0.97% 100% A+ 25% F
Risk Return Profile  
Volatility (Standard Deviation) 22.52% 67% D+ 60% D-
Risk Adjusted Return -21.08% 100% A+ 18% F
Market Capitalization 0.14B 100% A+ 27% 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:
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.

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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:

There is nothing we particularly dislike

PXI:ARCA-PowerShares DWA Energy Momentum Portfolio

ETF | Equity Energy | NYSE Arca

Last Closing Price

USD 38.14

Change

+0.95 (+2.55)%

Market Cap

USD 0.09B

Volume

0.01M

Yahoo Analyst Target

N/A

STA Analyst Target

N/A
Yahoo Analyst Rating

N/A

STA Analyst Rating

N/A

STA Verdict

Verdict

Values as of: 2018-02-23