Find A Portfolio/Ticker
Comparison Box
PMR: PowerShares Dynamic Retail ETF (ETF)
Basic Info
Asset Class: | Consumer Cyclical |
MyPlanIQ Rating: | (83%) |
Start Date: | 10/27/2005 |
Last Dividend Date: | 02/12/2020 |
12-Mo. Yield | 0.56% |
Expenses | 0.63% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 08/23/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/27/2005 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 42.9 | -86.7 | -69.2 | -40.2 | -28.2 | -26.5 | 25.0 | -1.6 | 25.6 | -8.3 | 4.7 | -2.5 | -3.9 | 13.0 | 39.5 | 17.5 | 14.1 | 24.2 | 30.0 | -21.5 | -19.1 | 21.5 | 8.6 |
Sharpe Ratio | NA | 0.31 | -0.21 | -0.22 | -0.18 | NA | -0.15 | 0.27 | -0.9 | 1.58 | -0.49 | 0.27 | -0.17 | -0.24 | 1.0 | 2.81 | 1.13 | 0.56 | 1.07 | 1.06 | -0.57 | -1.01 | 1.11 | 3.74 |
Draw Down(%) | NA | 58.8 | 99.9 | 99.9 | 99.9 | NA | 99.9 | 58.8 | 4.8 | 10.2 | 25.7 | 12.1 | 13.7 | 13.3 | 12.8 | 6.8 | 10.0 | 19.8 | 22.2 | 17.6 | 41.1 | 26.8 | 14.0 | 2.9 |
Standard Deviation(%) | NA | 137.5 | 407.4 | 314.9 | 222.6 | NA | 177.6 | 153.9 | 12.3 | 15.3 | 19.8 | 14.9 | 15.8 | 16.4 | 13.0 | 14.0 | 15.5 | 25.1 | 22.6 | 28.1 | 39.3 | 22.0 | 16.5 | 15.5 |
Treynor Ratio | NA | 0.54 | -4.09 | -2.59 | -0.83 | NA | -0.4 | 0.29 | -0.54 | 0.27 | -0.15 | 0.05 | -0.04 | -0.05 | 0.16 | 0.39 | 0.19 | 0.15 | 0.23 | 0.36 | -0.3 | -0.19 | 0.15 | 0.43 |
Alpha | NA | 0.42 | 0.21 | 0.13 | 0.07 | NA | 0.05 | 0.43 | 0.0 | 0.0 | -0.02 | -0.04 | -0.04 | -0.02 | 0.01 | 0.02 | 0.01 | 0.05 | 0.03 | 0.03 | 0.04 | -0.1 | 0.01 | 0.01 |
Beta | NA | 0.79 | 0.21 | 0.27 | 0.49 | NA | 0.69 | 1.45 | 0.21 | 0.88 | 0.65 | 0.78 | 0.77 | 0.76 | 0.79 | 1.02 | 0.94 | 0.95 | 1.04 | 0.84 | 0.73 | 1.14 | 1.25 | 1.34 |
RSquared | NA | 0.01 | 0.0 | 0.0 | 0.01 | NA | 0.05 | 0.02 | 0.11 | 0.52 | 0.32 | 0.12 | 0.4 | 0.52 | 0.49 | 0.64 | 0.59 | 0.77 | 0.69 | 0.65 | 0.58 | 0.69 | 0.57 | 0.53 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/27/2005
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 Consumer Cyclical Asset Class Trend Rankings |
Top Rated Funds in Consumer Cyclical
Best Mutual Funds
- FDLSX (LEISURE PORTFOLIO LEISURE PORTFOLIO) (75%)
- FSRPX (RETAILING PORTFOLIO RETAILING PORTFOLIO) (72%)
- FSHOX (CONSTRUCTION AND HOUSING PORTFOLIO CONSTRUCTION AND HOUSING PORTFOLIO) (72%)
- FSCPX (CONSUMER DISCRETIONARY PORTFOLIO CONSUMER DISCRETIONARY PORTFOLIO) (71%)
- FCNIX (FIDELITY ADVISOR CONSUMER DISCRETIONARY FUND CLASS I) (71%)
- FSAVX (AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO) (71%)
- FBMPX (MULTIMEDIA PORTFOLIO MULTIMEDIA PORTFOLIO) (71%)
- RYLIX (LEISURE FUND INVESTOR CLASS) (55%)
- VCDAX (VANGUARD CONSUMER DISCRETIONARY INDEX FUND ADMIRAL SHARES) (55%)
- RYRIX (RETAILING FUND INVESTOR CLASS) (54%)
Best ETFs
- FCL (Focus Morningstar Consumer Cyclical ETF) (100%)
- XLY (Consumer Discretionary Select Sector SPDR® Fund) (95%)
- XHB (SPDR® S&P Homebuilders ETF) (94%)
- ITB (iShares U.S. Home Construction ETF) (94%)
- RTH (VanEck Retail ETF) (94%)
- RXI (iShares Global Consumer Discretionary ETF) (92%)
- BJK (VanEck Gaming ETF) (92%)
- FXD (First Trust Consumer Discretionary AlphaDEX® Fund) (90%)
- IYC (iShares US Consumer Discretionary ETF) (87%)
- PEJ (Invesco Dynamic Leisure and Entertainment ETF) (84%)