Find A Portfolio/Ticker
Comparison Box
PBP: PowerShares S&P 500 BuyWrite ETF (ETF)
Basic Info 22.62 0.19(0.83%) July 30
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (13%) |
| Start Date: | 12/27/2007 |
| Last Dividend Date: | 06/21/2021 |
| 12-Mo. Yield | 1.39% |
| Expenses | 0.75% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/30/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.3 | 10.9 | 23.3 | 4.0 | 6.3 | 6.4 | 4.1 | -3.3 | 9.1 | -7.9 | 0.8 | 3.7 | -1.1 | -0.1 | 5.6 | 0.2 | -6.1 | -2.9 | 21.9 | -30.6 | 0.4 |
| SR | NA | 1.94 | 2.13 | 0.17 | 0.36 | 0.44 | 0.23 | -0.12 | -1.41 | -2.08 | -2.16 | -3.38 | -1.57 | -1.92 | -1.54 | -2.1 | -1.26 | -1.48 | 0.18 | -1.46 | 5.41 |
| DD(%) | NA | 3.2 | 4.7 | 33.3 | 33.3 | 33.3 | 43.4 | 33.3 | 4.8 | 16.4 | 6.8 | 7.3 | 9.8 | 8.9 | 5.8 | 7.8 | 14.7 | 12.2 | 17.6 | 37.5 | 0.3 |
| SD(%) | NA | 10.1 | 10.9 | 18.7 | 15.5 | 13.6 | 16.2 | 28.3 | 10.1 | 14.2 | 8.6 | 9.0 | 12.5 | 9.7 | 8.4 | 8.9 | 19.6 | 14.5 | 18.0 | 34.2 | 11.5 |
| TR | NA | 0.34 | 0.43 | 0.05 | 0.08 | 0.09 | 0.06 | -0.05 | -0.23 | -0.41 | -0.4 | -0.53 | -0.27 | -0.27 | -0.23 | -0.32 | -0.38 | -0.35 | 0.06 | -0.97 | 0.5 |
| Alpha(%) | NA | 0.01 | 0.01 | -0.03 | -0.02 | -0.01 | -0.01 | -0.07 | -0.06 | -0.04 | -0.66 | -0.49 | -0.47 | -0.06 | -0.62 | -0.06 | -0.05 | -0.35 | -0.01 | -0.08 | 0.53 |
| Beta(%) | NA | 0.59 | 0.54 | 0.68 | 0.68 | 0.67 | 0.61 | 0.7 | 0.61 | 0.71 | 0.46 | 0.57 | 0.73 | 0.7 | 0.55 | 0.58 | 0.64 | 0.61 | 0.56 | 0.52 | 1.24 |
| RS | NA | 0.62 | 0.57 | 0.73 | 0.73 | 0.75 | 0.61 | 0.75 | 0.57 | 0.75 | 0.13 | 0.71 | 0.81 | 0.69 | 0.54 | 0.72 | 0.61 | 0.6 | 0.72 | 0.38 | 1.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- ACFSX (American Century Legacy Foc Lg Cap Instl) 0.91% (100%)
- SICWX (Sentinel Common Stock I) 0.87% (99%)
- SVSPX (SSgA S&P 500 Index Instl) 0.53% (99%)
- JSVAX (Janus Contrarian T) 1.06% (99%)
- PIORX (Pioneer R) 0.67% (99%)
- DGAGX (Dreyfus Appreciation) 0.47% (98%)
- PSLDX (PIMCO StocksPLUS Long Duration Instl) 0.22% (98%)
- DSFRX (Domini Social Equity R) 0.46% (98%)
- QGIAX (Pear Tree Quality Institutional) 0.23% (98%)
- JUEMX (JPMorgan US Equity R6) 0.62% (98%)
Best ETFs
- MOAT (Market Vectors Mstar Wide Moat ETF) 0.45% (100%)
- IWL (iShares Russell Top 200) 0.62% (97%)
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) 0.80% (97%)
- MGC (Vanguard Mega Cap ETF) 0.64% (96%)
- SCHX (Schwab US Large-Cap ETF) 0.61% (95%)
- VV (Vanguard Large-Cap ETF) 0.55% (94%)
- VTHR (Vanguard Russell 3000 ETF) 0.60% (94%)
- DSI (iShares MSCI KLD 400 Social) 0.28% (93%)
- VONE (Vanguard Russell 1000 ETF) 0.59% (92%)
- SPY (SPDR S&P 500 ETF) 0.49% (89%)
Best Closed End Funds
- USA (Liberty All-Star Equity) 1.74% (100%)
- FFA (First Trust Enhanced Equity Income) 0.15% (91%)
- GGT (Gabelli Global Multimedia) 0.21% (73%)
- ADX (Adams Express) 0.64% (68%)
- CLM (Cornerstone Strategic Value) 0.0% (63%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) 0.28% (63%)
- CRF (Cornerstone Total Return Fund) 0.17% (54%)
- GRF (Eagle Capital Growth) 0.67% (52%)
- GAB (Gabelli Equity) 0.60% (45%)
- GPM (Guggenheim Enhanced Equity Income Fund) 0.34% (27%)
Latest Articles Related to PBP
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments