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PBP: PowerShares S&P 500 BuyWrite ETF (ETF)
Basic Info 20.82 0.07(0.34%) May 20
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 12/27/2007 |
| Last Dividend Date: | 12/20/2021 |
| 12-Mo. Yield | 1.03% |
| Expenses | 0.75% |
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Performance Analytics (As of 05/20/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -3.6 | -9.9 | 6.0 | 5.7 | 5.0 | 6.3 | 4.1 | 26.5 | -3.3 | 15.2 | -5.6 | 12.0 | 6.4 | 4.1 | 4.8 | 12.9 | 4.5 | 4.5 | 4.9 | 24.0 | -29.3 | 0.4 |
| SR | NA | -1.26 | 0.41 | 0.28 | 0.26 | 0.44 | 0.23 | 2.5 | -0.12 | 1.52 | -0.48 | 2.11 | 0.7 | 0.34 | 0.52 | 1.75 | 0.53 | 0.26 | 0.36 | 1.33 | -0.88 | 5.41 |
| DD(%) | NA | 11.0 | 11.0 | 33.3 | 33.3 | 33.3 | 43.4 | 3.2 | 33.3 | 4.6 | 15.7 | 2.0 | 7.3 | 9.8 | 7.6 | 3.9 | 6.5 | 14.4 | 11.9 | 17.6 | 36.7 | 0.3 |
| SD(%) | NA | 19.2 | 14.5 | 19.3 | 16.5 | 13.4 | 16.2 | 10.6 | 28.3 | 9.1 | 14.3 | 5.4 | 8.9 | 12.1 | 9.3 | 7.4 | 8.5 | 17.1 | 13.2 | 18.0 | 34.2 | 11.5 |
| TR | NA | -0.34 | 0.09 | 0.08 | 0.06 | 0.09 | 0.06 | 0.48 | -0.05 | 0.23 | -0.09 | 0.25 | 0.11 | 0.06 | 0.07 | 0.23 | 0.08 | 0.07 | 0.08 | 0.43 | -0.59 | 0.5 |
| Alpha(%) | NA | 0.04 | 0.04 | -0.01 | -0.01 | -0.01 | -0.01 | 0.04 | -0.07 | -0.01 | -0.01 | 0.01 | 0.0 | 0.01 | -0.02 | -0.01 | -0.02 | 0.01 | -0.02 | 0.03 | -0.04 | 0.53 |
| Beta(%) | NA | 0.7 | 0.65 | 0.69 | 0.68 | 0.67 | 0.61 | 0.56 | 0.7 | 0.61 | 0.73 | 0.47 | 0.57 | 0.71 | 0.7 | 0.55 | 0.57 | 0.65 | 0.61 | 0.56 | 0.52 | 1.24 |
| RS | NA | 0.84 | 0.68 | 0.73 | 0.72 | 0.73 | 0.62 | 0.49 | 0.75 | 0.7 | 0.77 | 0.33 | 0.72 | 0.83 | 0.76 | 0.7 | 0.75 | 0.8 | 0.71 | 0.72 | 0.38 | 1.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2007
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See LARGE BLEND Asset Class Trend Rankings |
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