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PBJ: PowerShares Dynamic Food & Beverage ETF (ETF)
Basic Info 45.06 0.04(0.09%) May 31
| Asset Class: | Consumer Defensive |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 06/23/2005 |
| Last Dividend Date: | 12/19/2022 |
| 12-Mo. Yield | 1.97% |
| Expenses | 0.63% |
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Performance Analytics (As of 05/26/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.8 | -1.3 | 1.5 | 14.4 | 8.2 | 7.8 | 8.3 | 7.9 | 4.2 | 27.4 | 5.5 | 17.5 | -11.2 | 1.9 | 5.6 | 6.9 | 17.4 | 33.5 | 5.5 | 6.2 | 29.9 | 11.0 | -21.7 | 6.2 | 15.4 | -2.8 |
| SR | NA | -0.4 | 0.05 | 0.98 | 0.44 | 0.47 | NA | 0.44 | 0.17 | 1.96 | 0.19 | 1.56 | -0.86 | 0.14 | 0.39 | 0.47 | 1.41 | 2.64 | 0.5 | 0.3 | 2.04 | 0.59 | -0.81 | 0.22 | 1.19 | -0.8 |
| DD(%) | NA | 5.3 | 11.4 | 14.4 | 28.5 | 28.5 | NA | 39.1 | 14.4 | 8.2 | 26.5 | 6.4 | 17.0 | 8.5 | 7.9 | 9.5 | 7.2 | 6.5 | 6.0 | 15.7 | 7.4 | 20.9 | 35.3 | 9.6 | 5.4 | 8.0 |
| SD(%) | NA | 11.9 | 15.1 | 15.3 | 17.4 | 15.4 | NA | 16.1 | 17.2 | 13.9 | 27.4 | 10.3 | 14.5 | 8.9 | 14.0 | 14.8 | 12.3 | 12.7 | 11.0 | 20.5 | 14.6 | 18.6 | 27.7 | 15.1 | 10.2 | 9.6 |
| TR | NA | -0.11 | 0.01 | 0.28 | 0.13 | 0.11 | NA | 0.11 | 0.06 | 0.48 | 0.08 | 0.3 | -0.21 | 0.02 | 0.08 | 0.09 | 0.2 | 0.35 | 0.08 | 0.08 | 0.42 | 0.19 | -0.39 | 0.04 | 0.16 | -0.11 |
| Alpha(%) | NA | -0.05 | 0.0 | 0.03 | 0.01 | 0.0 | NA | 0.01 | 0.05 | 0.04 | -0.03 | 0.0 | -0.04 | -0.05 | -0.01 | 0.02 | 0.02 | 0.01 | -0.02 | 0.02 | 0.06 | -0.01 | 0.0 | 0.01 | 0.01 | -0.05 |
| Beta(%) | NA | 0.45 | 0.52 | 0.54 | 0.61 | 0.65 | NA | 0.65 | 0.5 | 0.57 | 0.7 | 0.55 | 0.59 | 0.73 | 0.72 | 0.8 | 0.87 | 0.96 | 0.71 | 0.81 | 0.71 | 0.57 | 0.58 | 0.78 | 0.77 | 0.7 |
| RS | NA | 0.33 | 0.52 | 0.44 | 0.58 | 0.57 | NA | 0.64 | 0.5 | 0.29 | 0.78 | 0.44 | 0.48 | 0.3 | 0.45 | 0.71 | 0.65 | 0.7 | 0.68 | 0.85 | 0.77 | 0.69 | 0.74 | 0.69 | 0.57 | 0.5 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/23/2005
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See Consumer Defensive Asset Class Trend Rankings |
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