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PUI: PowerShares DWA Utilities Momentum ETF (ETF)
Basic Info 33.37 0.78(2.28%) May 12
| Asset Class: | Utilities |
| MyPlanIQ Rating: | (23%) |
| Start Date: | 10/26/2005 |
| Last Dividend Date: | 03/22/2021 |
| 12-Mo. Yield | 2.53% |
| Expenses | 0.63% |
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Performance Analytics (As of 05/07/2021)
Not up-to-date? Try| 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(%) | -1.5 | 5.8 | 18.6 | 9.7 | 8.0 | 9.5 | 7.9 | 8.1 | -5.0 | 21.0 | 6.1 | 11.8 | 18.2 | -2.7 | 17.4 | 22.5 | 9.4 | 7.2 | 7.1 | 3.4 | -20.7 | 7.3 | 24.3 | 2.2 |
| SR | NA | 1.85 | 1.19 | 0.38 | 0.39 | 0.53 | NA | 0.4 | -0.13 | 1.66 | 0.3 | 1.12 | 1.08 | -0.16 | 1.38 | 2.01 | 0.93 | 0.35 | 0.45 | 0.17 | -0.66 | 0.25 | 1.92 | 0.79 |
| DD(%) | NA | 6.4 | 13.0 | 35.6 | 35.6 | 35.6 | NA | 43.2 | 35.6 | 6.7 | 11.7 | 7.2 | 12.6 | 15.7 | 8.3 | 7.2 | 8.9 | 18.9 | 10.2 | 26.1 | 32.3 | 14.9 | 5.2 | 4.0 |
| SD(%) | NA | 15.4 | 18.8 | 25.1 | 21.2 | 18.4 | NA | 19.0 | 38.8 | 11.8 | 16.1 | 10.0 | 16.5 | 16.9 | 12.6 | 11.2 | 10.1 | 20.5 | 15.7 | 20.0 | 32.6 | 17.3 | 11.0 | 13.3 |
| TR | NA | 0.32 | 0.23 | 0.1 | 0.08 | 0.1 | NA | 0.08 | -0.05 | 0.2 | 0.05 | 0.11 | 0.17 | -0.03 | 0.21 | 0.29 | 0.12 | 0.07 | 0.07 | 0.04 | -0.26 | 0.05 | 0.22 | 0.12 |
| Alpha(%) | NA | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.02 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | -0.02 | 0.04 | 0.03 | -0.05 | 0.0 | -0.02 | 0.01 | -0.03 | 0.01 | 0.0 |
| Beta(%) | NA | 0.9 | 0.95 | 0.98 | 0.98 | 0.96 | NA | 0.92 | 0.98 | 0.99 | 1.01 | 0.98 | 1.03 | 0.91 | 0.84 | 0.77 | 0.79 | 1.09 | 0.96 | 0.89 | 0.83 | 0.94 | 0.95 | 0.9 |
| RS | NA | 0.89 | 0.9 | 0.95 | 0.94 | 0.89 | NA | 0.89 | 0.97 | 0.92 | 0.86 | 0.88 | 0.93 | 0.84 | 0.77 | 0.71 | 0.57 | 0.84 | 0.87 | 0.88 | 0.9 | 0.93 | 0.87 | 0.72 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/26/2005
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