Find A Portfolio/Ticker
Comparison Box
PRFZ: PowerShares FTSE RAFI US 1500 Sm-Mid ETF (ETF)
Basic Info 171.55 0.87(0.51%) January 27
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 09/18/2006 |
| Last Dividend Date: | 12/19/2022 |
| 12-Mo. Yield | 0.82% |
| Expenses | 0.39% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 01/27/2023)
| Last 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.0 | 8.3 | 1.3 | 10.2 | 6.2 | 10.2 | 10.2 | 32.8 | -16.0 | 28.6 | 11.9 | 21.9 | -11.4 | 13.8 | 24.5 | -5.5 | 4.3 | 42.0 | 18.0 | -6.0 | 28.3 | 58.7 | -39.1 | -1.1 | 2599.7 |
| SR | NA | 12.44 | -0.01 | 0.31 | 0.2 | 0.45 | NA | 0.39 | -0.68 | 1.4 | 0.27 | 1.33 | -0.75 | 1.16 | 1.34 | -0.36 | 0.29 | 2.92 | 1.1 | -0.19 | 1.11 | 1.5 | -0.91 | -0.2 | NA |
| DD(%) | NA | 2.6 | 21.9 | 41.7 | 44.3 | 44.3 | NA | 62.4 | 24.4 | 9.9 | 42.6 | 10.3 | 26.0 | 5.6 | 14.1 | 15.5 | 12.7 | 5.4 | 13.6 | 29.4 | 22.4 | 33.6 | 52.5 | 14.2 | 2.9 |
| SD(%) | NA | 16.2 | 25.4 | 30.9 | 26.0 | 21.2 | NA | 81.7 | 25.6 | 20.5 | 42.2 | 15.4 | 16.9 | 11.5 | 18.1 | 15.6 | 14.7 | 14.4 | 16.5 | 31.8 | 25.5 | 39.0 | 43.9 | 20.3 | 587.9 |
| TR | NA | 2.17 | 0.0 | 0.1 | 0.05 | 0.1 | NA | 0.26 | -0.19 | 0.27 | 0.11 | 0.2 | -0.13 | 0.12 | 0.23 | -0.06 | 0.04 | 0.41 | 0.18 | -0.06 | 0.27 | 0.54 | -0.41 | -0.04 | 2238.97 |
| Alpha(%) | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.53 | 0.0 | 0.03 | -0.02 | -0.02 | -0.01 | -0.01 | 0.02 | -0.01 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.05 | -0.02 | -0.01 | 26.45 |
| Beta(%) | NA | 0.93 | 0.93 | 1.0 | 1.0 | 1.01 | NA | 1.22 | 0.93 | 1.05 | 1.03 | 1.02 | 0.98 | 1.1 | 1.06 | 0.99 | 1.0 | 1.02 | 1.0 | 1.0 | 1.06 | 1.08 | 0.97 | 1.02 | 45.66 |
| RS | NA | 0.96 | 0.98 | 0.96 | 0.96 | 0.96 | NA | 0.0 | 0.98 | 0.92 | 0.97 | 0.94 | 0.97 | 0.95 | 0.96 | 0.95 | 0.94 | 0.94 | 0.97 | 0.99 | 0.98 | 0.97 | 0.97 | 0.85 | 0.02 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/18/2006
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 SMALL BLEND Asset Class Trend Rankings |
Top Rated Funds in SMALL BLEND
Best Mutual Funds
- NAESX (Vanguard Small Cap Index Inv) 0.58% (99%)
- DFSCX (DFA US Micro Cap I) 0.08% (99%)
- IASCX (ING Small Company Port Adv) 0.24% (99%)
- RDVIX (Royce Dividend Value Invmt) 0.0% (96%)
- RMCFX (Royce Micro-Cap Svc) 0.28% (96%)
- RSEFX (Royce Special Equity Svc) 0.30% (96%)
- RTRIX (Royce Total Return Instl) 0.28% (95%)
- LRSYX (Lord Abbett Small Cap Value I) 0.45% (92%)
- GLSIX (Aberdeen Health Sciences I/S) 0.0% (92%)
- TSMVX (Transamerica Small/Mid Cap Value I2) 0.0% (92%)
Best ETFs
- IWM (iShares Russell 2000) 0.54% (99%)
- IWC (iShares Micro-Cap) 0.58% (98%)
- EES (WisdomTree SmallCap Earnings ETF) 0.26% (98%)
- FDM (First Trust Dow Jones Sel MicroCap ETF) 0.10% (98%)
- FYX (First Trust Small Cap Core AlphaDEX ETF) 0.75% (98%)
- IJR (iShares Core S&P Small-Cap) 0.40% (97%)
- PRFZ (PowerShares FTSE RAFI US 1500 Sm-Mid ETF) 0.51% (97%)
- RWJ (RevenueShares Small Cap ETF) 0.19% (97%)
- VB (Vanguard Small-Cap ETF) 0.59% (96%)
- SCHA (Schwab US Small-Cap ETF) 0.66% (23%)
Best Closed End Funds
* Day change on 01/27/2023.Latest Articles Related to PRFZ
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
