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PHB: PowerShares Fundamental HiYld CorpBd ETF (ETF)
Basic Info 17.32 0.08(0.46%) March 30
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (94%) |
Start Date: | 11/15/2007 |
Last Dividend Date: | 03/20/2023 |
12-Mo. Yield | 3.32% |
Expenses | 0.50% |
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Performance Analytics (As of 03/29/2023)
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(%) | 0.9 | 3.2 | 1.2 | 6.9 | 3.6 | 3.6 | 3.6 | 3.2 | -5.9 | 4.3 | 5.2 | 13.6 | -2.7 | 5.1 | 13.0 | -3.0 | 2.3 | 4.4 | 9.8 | 7.7 | 9.1 | 23.6 | -30.1 | 0.9 |
SR | NA | 0.5 | -0.18 | 0.91 | 0.29 | 0.41 | NA | 0.2 | -0.72 | 1.29 | 0.33 | 3.87 | -1.18 | 1.49 | 2.03 | -0.56 | 0.52 | 0.78 | 2.3 | 0.88 | 0.92 | 1.0 | -0.8 | 0.56 |
DD(%) | NA | 3.5 | 8.3 | 11.8 | 21.5 | 21.5 | NA | 44.8 | 11.7 | 1.8 | 21.5 | 1.3 | 4.7 | 1.9 | 4.2 | 7.5 | 5.3 | 6.4 | 2.9 | 6.5 | 7.9 | 26.2 | 44.3 | 2.8 |
SD(%) | NA | 7.5 | 10.2 | 8.6 | 8.5 | 7.0 | NA | 13.4 | 10.1 | 3.3 | 14.8 | 3.1 | 3.4 | 3.0 | 6.3 | 5.5 | 4.5 | 5.6 | 4.3 | 8.7 | 9.7 | 23.6 | 38.9 | 10.8 |
TR | NA | 0.05 | -0.02 | 0.08 | 0.03 | 0.03 | NA | 0.03 | -0.08 | 0.06 | 0.04 | 0.2 | -0.09 | 0.1 | 0.18 | -0.04 | 0.04 | 0.07 | 0.26 | 0.12 | 0.11 | 0.22 | -0.19 | 0.14 |
Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.02 | -0.01 | 0.0 | 0.01 | 0.02 | 0.01 | 0.0 | -0.04 | 0.04 | 0.02 |
Beta(%) | NA | 0.71 | 0.87 | 0.94 | 0.97 | 0.9 | NA | 1.0 | 0.92 | 0.73 | 1.15 | 0.61 | 0.44 | 0.44 | 0.73 | 0.73 | 0.64 | 0.6 | 0.38 | 0.66 | 0.85 | 1.05 | 1.65 | 0.43 |
RS | NA | 0.53 | 0.49 | 0.51 | 0.56 | 0.47 | NA | 0.17 | 0.51 | 0.27 | 0.68 | 0.42 | 0.23 | 0.18 | 0.34 | 0.28 | 0.25 | 0.12 | 0.08 | 0.16 | 0.15 | 0.08 | 0.13 | 0.04 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/15/2007
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