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PFM: PowerShares Dividend Achievers ETF (ETF)
Basic Info 36.91 0.28(0.75%) September 17
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 09/15/2005 |
| Last Dividend Date: | 06/21/2021 |
| 12-Mo. Yield | 1.61% |
| Expenses | 0.55% |
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Performance Analytics (As of 09/17/2021)
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.9 | 13.2 | 22.7 | 12.4 | 12.9 | 12.4 | 8.0 | 8.1 | 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 | 1.68 | 1.83 | 0.58 | 0.73 | 0.82 | NA | 0.42 | 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 | 4.0 | 6.8 | 32.2 | 32.2 | 32.2 | NA | 53.2 | 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 | 11.3 | 12.4 | 20.2 | 16.7 | 14.6 | NA | 17.5 | 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 | 0.29 | 0.14 | 0.15 | 0.15 | NA | 0.09 | 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 | 0.0 | -0.01 | 0.01 | 0.01 | 0.0 | NA | 0.0 | 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 | 0.83 | 0.8 | 0.84 | 0.84 | 0.83 | NA | 0.81 | 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 | 0.87 | 0.86 | 0.93 | 0.92 | 0.92 | NA | 0.91 | 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
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See LARGE VALUE Asset Class Trend Rankings |
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