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PCEF: PowerShares CEF Income Composite ETF (ETF)
Basic Info 17.64 0.02(0.11%) December 08
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (29%) |
| Start Date: | 02/19/2010 |
| Last Dividend Date: | 11/20/2023 |
| 12-Mo. Yield | 10.28% |
| Expenses | 1.99% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.3 | 6.8 | 3.8 | 0.7 | 4.6 | 4.8 | 5.3 | -18.6 | 15.4 | 4.6 | 24.1 | -8.9 | 13.3 | 12.1 | -1.4 | 4.7 | 4.8 | 15.2 | 0.7 | 8.4 |
| SR | NA | 0.28 | -0.04 | -0.09 | 0.19 | 0.3 | 0.37 | -1.3 | 2.09 | 0.14 | 4.21 | -1.28 | 2.35 | 1.34 | -0.18 | 0.77 | 0.56 | 1.94 | 0.05 | 0.76 |
| DD(%) | NA | 12.9 | 12.9 | 24.3 | 38.6 | 38.6 | 38.6 | 23.9 | 3.9 | 38.6 | 3.0 | 13.7 | 3.1 | 7.8 | 10.8 | 6.8 | 10.5 | 7.3 | 14.9 | 11.8 |
| SD(%) | NA | 10.2 | 10.4 | 11.5 | 16.8 | 12.9 | 12.5 | 15.5 | 7.3 | 31.2 | 5.4 | 8.0 | 5.4 | 8.9 | 8.0 | 6.1 | 8.7 | 7.9 | 14.7 | 12.6 |
| TR | NA | 0.03 | 0.0 | -0.01 | 0.02 | 0.03 | 0.03 | -0.16 | 0.18 | 0.02 | 0.27 | -0.09 | 0.14 | 0.09 | -0.01 | 0.04 | 0.03 | 0.11 | 0.0 | 0.06 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.03 | 0.03 | -0.03 | 0.03 | -0.02 | 0.01 | 0.0 | -0.01 | -0.02 | -0.03 | 0.01 | -0.07 | -0.03 |
| Beta | NA | 1.09 | 1.11 | 1.17 | 1.56 | 1.46 | 1.5 | 1.28 | 0.84 | 1.98 | 0.85 | 1.15 | 0.91 | 1.35 | 0.97 | 1.15 | 1.38 | 1.34 | 2.03 | 1.55 |
| RS | NA | 0.51 | 0.52 | 0.56 | 0.61 | 0.58 | 0.56 | 0.66 | 0.28 | 0.71 | 0.32 | 0.53 | 0.2 | 0.47 | 0.42 | 0.46 | 0.56 | 0.36 | 0.64 | 0.46 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/19/2010
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Conservative Allocation Asset Class Trend Rankings |
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Best ETFs
- AOK (iShares Core Conservative Allocation) 0.28% (83%)
- AOM (iShares Core Moderate Allocation) 0.15% (83%)
- PCEF (PowerShares CEF Income Composite ETF) 0.11% (29%)
- IYLD (iShares Morningstar Multi-Asset Income) 0.10% (26%)
Best Closed End Funds
- CSQ (Calamos Strategic Total Return) 1.13% (100%)
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- FT (Franklin Universal) 0.76% (99%)
- PDT (JHancock Premium Dividend Fund) 2.04% (99%)
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