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PEY: PowerShares High Yld Eq Div Achiev ETF (ETF)
Basic Info 18.28 0.13(0.71%) January 15
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 12/09/2004 |
| Last Dividend Date: | 12/21/2020 |
| 12-Mo. Yield | 3.98% |
| Expenses | 0.55% |
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Performance Analytics (As of 01/15/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.7 | 5.2 | 0.1 | 4.3 | 12.1 | 11.6 | 5.5 | 5.6 | -3.8 | 24.8 | -7.5 | 7.7 | 31.4 | 2.4 | 18.0 | 30.5 | 6.3 | 8.6 | 20.9 | 3.5 | -38.1 | -15.3 | 14.9 | 1.7 | 3.5 |
| SR | NA | 11.03 | 0.0 | 0.13 | 0.54 | 0.62 | NA | 0.2 | -0.1 | 2.09 | -0.68 | 0.93 | 2.15 | 0.17 | 1.83 | 2.72 | 0.59 | 0.4 | 1.28 | 0.08 | -0.68 | -0.82 | 1.02 | -0.04 | 7.66 |
| DD(%) | NA | 0.9 | 41.5 | 41.5 | 41.5 | 41.5 | NA | 72.8 | 41.5 | 6.6 | 16.3 | 4.5 | 8.5 | 8.9 | 5.2 | 6.8 | 8.0 | 15.5 | 11.1 | 47.5 | 52.2 | 18.7 | 5.0 | 8.1 | 0.7 |
| SD(%) | NA | 23.3 | 41.3 | 25.8 | 21.2 | 18.0 | NA | 24.0 | 41.1 | 11.2 | 12.9 | 7.6 | 14.4 | 13.7 | 9.9 | 11.2 | 10.6 | 21.5 | 16.2 | 41.8 | 56.9 | 22.5 | 11.5 | 11.7 | 10.0 |
| TR | NA | 2.41 | 0.0 | 0.04 | 0.12 | 0.13 | NA | 0.05 | -0.04 | 0.28 | -0.12 | 0.09 | 0.36 | 0.03 | 0.24 | 0.38 | 0.09 | 0.11 | 0.3 | 0.03 | -0.34 | -0.16 | 0.13 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.11 | -0.02 | 0.0 | 0.0 | 0.01 | NA | 0.0 | -0.02 | 0.01 | 0.01 | -0.02 | 0.06 | 0.02 | 0.03 | 0.0 | -0.02 | 0.03 | 0.02 | -0.12 | 0.04 | -0.04 | 0.01 | NA | NA |
| Beta(%) | NA | 1.07 | 0.99 | 0.95 | 0.93 | 0.87 | NA | 0.98 | 0.99 | 0.83 | 0.71 | 0.76 | 0.86 | 0.84 | 0.75 | 0.81 | 0.66 | 0.78 | 0.69 | 1.09 | 1.14 | 1.18 | 0.91 | NA | NA |
| RS | NA | 0.87 | 0.93 | 0.9 | 0.88 | 0.86 | NA | 0.79 | 0.93 | 0.84 | 0.69 | 0.65 | 0.82 | 0.86 | 0.77 | 0.77 | 0.76 | 0.9 | 0.83 | 0.87 | 0.78 | 0.75 | 0.14 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2004
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See MID-CAP VALUE Asset Class Trend Rankings |
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