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PRF: PowerShares FTSE RAFI US 1000 ETF (ETF)
Basic Info 137.89 1.65(1.18%) January 15
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 12/19/2005 |
| Last Dividend Date: | 12/21/2020 |
| 12-Mo. Yield | 1.45% |
| Expenses | 0.39% |
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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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.4 | 3.5 | 10.7 | 7.8 | 14.0 | 11.4 | 9.0 | 9.1 | 7.8 | 27.4 | -8.7 | 16.0 | 17.3 | -2.9 | 12.2 | 35.1 | 16.8 | -0.4 | 19.7 | 41.8 | -40.0 | 1.7 | 19.0 | -0.3 |
| SR | NA | 8.11 | 0.28 | 0.28 | 0.66 | 0.61 | NA | 0.39 | 0.2 | 2.1 | -0.64 | 2.13 | 1.19 | -0.19 | 1.1 | 3.1 | 1.3 | -0.02 | 1.0 | 1.21 | -1.0 | -0.09 | 1.62 | -1.88 |
| DD(%) | NA | 1.4 | 38.1 | 38.1 | 38.1 | 38.1 | NA | 60.4 | 38.1 | 7.3 | 19.8 | 4.0 | 10.3 | 13.6 | 7.9 | 5.4 | 10.8 | 21.3 | 16.9 | 30.7 | 51.3 | 11.2 | 6.7 | 1.4 |
| SD(%) | NA | 17.2 | 37.1 | 24.3 | 20.1 | 18.0 | NA | 21.3 | 37.0 | 12.4 | 15.6 | 7.2 | 14.3 | 15.3 | 11.0 | 11.3 | 13.0 | 23.9 | 19.6 | 34.4 | 41.0 | 15.7 | 9.8 | 6.9 |
| TR | NA | 1.33 | 0.1 | 0.07 | 0.13 | 0.11 | NA | 0.08 | 0.07 | 0.24 | -0.1 | 0.15 | 0.16 | -0.03 | 0.12 | 0.35 | 0.17 | 0.0 | 0.19 | 0.39 | -0.44 | -0.01 | 0.16 | -0.13 |
| Alpha(%) | NA | 0.06 | 0.02 | 0.01 | 0.0 | 0.0 | NA | 0.0 | 0.02 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.02 | 0.07 | -0.04 | 0.0 | -0.01 | 0.03 |
| Beta(%) | NA | 1.05 | 1.03 | 1.03 | 1.03 | 1.02 | NA | 1.0 | 1.03 | 1.06 | 0.98 | 1.0 | 1.06 | 0.99 | 1.0 | 1.0 | 1.02 | 0.99 | 1.06 | 1.06 | 0.93 | 0.9 | 0.98 | 0.98 |
| RS | NA | 0.96 | 0.99 | 0.98 | 0.98 | 0.98 | NA | 0.97 | 0.99 | 0.97 | 0.98 | 0.95 | 0.97 | 0.99 | 0.97 | 0.98 | 0.98 | 0.99 | 0.98 | 0.95 | 0.97 | 0.95 | 0.91 | 0.91 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/19/2005
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
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