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PDN: PowerShares FTSE RAFI DvMkt exUS S/M ETF (ETF)
Basic Info 31.01 0.13(0.42%) March 31
Asset Class: | Foreign Small/Mid Value |
MyPlanIQ Rating: | (89%) |
Start Date: | 09/27/2007 |
Last Dividend Date: | 12/19/2022 |
12-Mo. Yield | 1.89% |
Expenses | 0.49% |
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Performance Analytics (As of 03/30/2023)
Not up-to-date? TryLast 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 3.4 | 4.7 | -9.1 | 13.4 | 1.1 | 5.1 | 4.6 | 3.7 | -17.0 | 10.6 | 10.7 | 19.2 | -18.4 | 30.7 | 6.5 | 1.7 | -5.1 | 21.5 | 17.2 | -14.2 | 18.6 | 54.8 | -41.2 | -4.4 |
SR | NA | -0.03 | -0.66 | 0.72 | -0.03 | 0.22 | NA | 0.13 | -0.85 | 0.79 | 0.34 | 1.55 | -1.26 | 3.77 | 0.39 | 0.11 | -0.42 | 1.45 | 1.0 | -0.53 | 0.76 | 1.65 | -1.0 | -0.84 |
DD(%) | NA | 8.0 | 26.4 | 32.7 | 40.1 | 41.9 | NA | 59.3 | 30.0 | 9.4 | 37.1 | 8.7 | 26.9 | 2.1 | 11.4 | 14.8 | 14.3 | 9.8 | 16.7 | 23.4 | 19.5 | 26.0 | 50.5 | 12.4 |
SD(%) | NA | 15.1 | 20.9 | 19.0 | 19.8 | 17.1 | NA | 22.1 | 21.8 | 13.5 | 30.6 | 11.4 | 15.7 | 8.0 | 16.1 | 15.8 | 12.2 | 14.8 | 17.3 | 26.7 | 24.2 | 33.1 | 42.0 | 21.7 |
TR | NA | 0.0 | -0.14 | 0.15 | -0.01 | 0.04 | NA | 0.03 | -0.19 | 0.13 | 0.11 | 0.19 | -0.2 | 0.37 | 0.08 | 0.02 | -0.06 | 0.23 | 0.19 | -0.15 | 0.17 | 0.49 | -0.39 | -0.2 |
Alpha(%) | NA | -0.02 | -0.03 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.04 | 0.0 | 0.04 | 0.0 | 0.02 | 0.03 | 0.0 | -0.01 | 0.0 | -0.03 | -0.01 | 0.01 | 0.0 | 0.04 | 0.03 | 0.04 |
Beta(%) | NA | 0.96 | 0.97 | 0.94 | 0.96 | 0.93 | NA | 0.99 | 0.98 | 0.85 | 0.96 | 0.93 | 0.99 | 0.83 | 0.79 | 0.99 | 0.84 | 0.93 | 0.92 | 0.97 | 1.07 | 1.11 | 1.07 | 0.89 |
RS | NA | 0.88 | 0.92 | 0.91 | 0.9 | 0.84 | NA | 0.76 | 0.92 | 0.84 | 0.94 | 0.84 | 0.72 | 0.68 | 0.79 | 0.77 | 0.74 | 0.62 | 0.78 | 0.89 | 0.81 | 0.7 | 0.64 | 0.56 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/27/2007
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