PBE:ARCA-PowerShares Dynamic Biotech &Genome

ETF | Health | NYSE Arca

Last Closing Price

USD 57.63

Change

-0.24 (-0.41)%

Market Cap

USD 0.28B

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 Dynamic Biotech & Genome IntellidexSM Index. The fund generally will invest at least 90% of its total assets in common stocks of biotechnology companies and genome companies that comprise the underlying intellidex. The underlying intellidex was composed of common stocks of 30 U.S. biotechnology and genome companies. These companies are engaged principally in the research, development, manufacture and marketing and distribution of various biotechnological products, services and processes, etc. It is non-diversified.

Inception Date: 23/06/2005

Primary Benchmark: Dynamic Biotech&Genome Intellidex TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.58%

Management Expense Ratio: 0.59 %

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: 2018-09-19 )

Largest Industry Peers for Health

Symbol Name Mer Price(Change) Market Cap
XLV SPDR Select Sector Fund - Heal.. 0.14 %

-0.13 (-0.14%)

USD 18.55B
VHT Vanguard Health Care 0.10 %

-0.23 (-0.13%)

USD 8.64B
XBI SPDR Series Trust S&P Biotech 0.35 %

+0.12 (+0.13%)

USD 5.54B
IHI iShares U.S. Medical Devices 0.43 %

-0.75 (-0.34%)

USD 2.94B
IYH iShares U.S. Healthcare 0.43 %

-0.27 (-0.14%)

USD 2.30B
FBT First Trust Amex Biotech Index.. 0.56 %

-0.12 (-0.08%)

USD 2.23B
IXJ iShares Global Healthcare 0.47 %

-0.18 (-0.29%)

USD 1.75B
FHLC Fidelity MSCI Health Care Inde.. 0.08 %

-0.11 (-0.24%)

USD 1.44B
FXH First Trust Health Care AlphaD.. 0.62 %

-0.39 (-0.47%)

USD 1.22B
HQH Tekla Healthcare Investors 0.00 %

-0.07 (-0.31%)

USD 0.94B

ETFs Containing PBE

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Health)
Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 22.20% 82% B- 91% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 22.20% 82% B- 90% A-
Trailing 12 Months  
Capital Gain 16.48% 59% F 79% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.48% 48% F 76% C
Trailing 5 Years  
Capital Gain 62.02% 45% F 80% B-
Dividend Return 3.55% 26% F 10% F
Total Return 65.57% 40% F 75% C
Average Annual (5 Year Horizon)  
Capital Gain 8.97% 54% F 73% C
Dividend Return 9.63% 46% F 66% D
Total Return 0.67% 44% F 13% F
Risk Return Profile  
Volatility (Standard Deviation) 23.34% 18% F 28% F
Risk Adjusted Return 41.27% 32% F 42% F
Market Capitalization 0.25B 29% 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:

There is nothing we particularly like

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

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.

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.

PBE:ARCA-PowerShares Dynamic Biotech &Genome

ETF | Health | NYSE Arca

Last Closing Price

USD 57.63

Change

-0.24 (-0.41)%

Market Cap

USD 0.28B

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: 2018-09-19