Find A Portfolio/Ticker
Comparison Box
PFM: PowerShares Dividend Achievers ETF (ETF)
Basic Info 35.16 0.57(1.60%) March 22
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | (99%) |
Start Date: | 09/15/2005 |
Last Dividend Date: | 12/19/2022 |
12-Mo. Yield | 1.68% |
Expenses | 0.55% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/17/2023)
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 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | -0.3 | -3.7 | -5.8 | 19.2 | 9.0 | 9.5 | 7.9 | 7.4 | -5.8 | 24.3 | 9.6 | 26.9 | -4.6 | 17.6 | 14.3 | -3.0 | 11.2 | 25.7 | 10.6 | 9.1 | 14.8 | 10.7 | -29.2 | -0.4 | 15.7 | 1.9 |
SR | NA | -1.58 | -0.42 | 0.77 | 0.42 | 0.58 | NA | 0.38 | -0.38 | 2.14 | 0.3 | 2.45 | -0.41 | 2.89 | 1.27 | -0.22 | 1.15 | 2.57 | 1.06 | 0.49 | 1.05 | 0.43 | -0.79 | -0.23 | 1.4 | 0.43 |
DD(%) | NA | 6.9 | 16.3 | 17.8 | 32.2 | 32.2 | NA | 53.2 | 17.8 | 4.5 | 32.2 | 5.0 | 15.1 | 2.2 | 6.8 | 12.9 | 6.6 | 6.0 | 6.4 | 14.5 | 11.5 | 30.3 | 40.1 | 11.0 | 5.1 | 3.9 |
SD(%) | NA | 13.9 | 18.7 | 18.6 | 18.6 | 15.2 | NA | 17.5 | 18.9 | 11.3 | 30.7 | 10.4 | 14.3 | 5.9 | 11.1 | 14.1 | 9.7 | 10.0 | 10.0 | 18.7 | 14.0 | 24.6 | 37.9 | 14.5 | 8.9 | 9.7 |
TR | NA | -0.23 | -0.08 | 0.16 | 0.09 | 0.1 | NA | 0.08 | -0.07 | 0.3 | 0.11 | 0.3 | -0.07 | 0.24 | 0.18 | -0.03 | 0.13 | 0.3 | 0.14 | 0.12 | 0.2 | 0.14 | -0.37 | -0.04 | 0.15 | 0.06 |
Alpha(%) | NA | 0.03 | 0.0 | 0.0 | 0.01 | 0.0 | NA | 0.0 | -0.02 | 0.01 | 0.03 | 0.02 | 0.0 | 0.02 | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.03 | 0.01 | -0.02 | 0.0 | 0.0 | -0.01 | 0.01 |
Beta(%) | NA | 0.94 | 0.98 | 0.88 | 0.87 | 0.86 | NA | 0.81 | 0.98 | 0.82 | 0.84 | 0.84 | 0.86 | 0.71 | 0.76 | 0.89 | 0.86 | 0.85 | 0.75 | 0.77 | 0.73 | 0.76 | 0.81 | 0.81 | 0.85 | 0.75 |
RS | NA | 0.94 | 0.95 | 0.93 | 0.93 | 0.92 | NA | 0.91 | 0.95 | 0.87 | 0.95 | 0.85 | 0.9 | 0.71 | 0.84 | 0.94 | 0.93 | 0.9 | 0.9 | 0.95 | 0.92 | 0.96 | 0.87 | 0.89 | 0.83 | 0.72 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/15/2005
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 VALUE Asset Class Trend Rankings |
Top Rated Funds in LARGE VALUE
Best Mutual Funds
- HFCVX (Hennessy Cornerstone Value) 1.53% (100%)
- TWEIX (American Century Equity Income Inv) 1.28% (100%)
- VEIPX (Vanguard Equity-Income Inv) (99%)
- MAVFX (Matrix Advisors Value) (99%)
- VWNFX (Vanguard Windsor II Investor) (99%)
- SSHFX (Sound Shore) (99%)
- DTLVX (Wilshire Large Company Value Invmt) 1.96% (98%)
- FEQIX (Fidelity Equity-Income) 1.53% (98%)
- FSTKX (Federated MDT Stock Svc) (98%)
- TRVLX (T. Rowe Price Value) 1.83% (98%)
Best ETFs
- PWV (PowerShares Dynamic Large Cap Value ETF) 1.80% (100%)
- VTV (Vanguard Value ETF) 1.86% (100%)
- PFM (PowerShares Dividend Achievers ETF) 1.60% (99%)
- IVE (iShares S&P 500 Value) 2.00% (99%)
- DIA (SPDR Dow Jones Industrial Average ETF) 1.67% (99%)
- IWD (iShares Russell 1000 Value) 1.99% (98%)
- DTD (WisdomTree Total Dividend ETF) 1.72% (96%)
- DHS (WisdomTree Equity Income ETF) 2.39% (95%)
- CVY (Guggenheim Multi-Asset Income ETF) 2.03% (95%)
- DEF (Guggenheim Defensive Equity ETF) 1.75% (95%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income) 0.99% (97%)
- BDJ (BlackRock Enhanced Dividend Achievers) 1.55% (96%)
- EVT (Eaton Vance Tax Advantaged Dividend Inc) 1.15% (96%)
- GDV (Gabelli Dividend & Income) 1.24% (96%)
- NFJ (NFJ Dividend, Interest & Premium Strat) 0.18% (96%)
- TY (Tri-Continental) 1.30% (96%)