Find A Portfolio/Ticker
Comparison Box
PWC: PowerShares Dynamic Market ETF (ETF)
Basic Info 108.85 0.51(0.47%) March 30
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 05/01/2003 |
| Last Dividend Date: | 12/19/2022 |
| 12-Mo. Yield | 0.60% |
| Expenses | 0.60% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/24/2023)
Not up-to-date? Try| 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 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.9 | 4.7 | -5.6 | 15.1 | 4.1 | 8.3 | 7.4 | 8.5 | -14.8 | 19.8 | 8.5 | 13.5 | -6.4 | 20.2 | 11.9 | 0.1 | 9.1 | 41.2 | 21.1 | -5.8 | 17.3 | 18.5 | -36.7 | 4.0 | 12.0 | 12.8 | 18.8 | 27.8 |
| SR | NA | 0.15 | -0.4 | 0.7 | 0.11 | 0.38 | NA | 0.37 | -0.66 | 1.06 | 0.22 | 0.9 | -0.46 | 2.0 | 0.75 | 0.01 | 0.65 | 3.13 | 1.53 | -0.22 | 0.89 | 0.76 | -0.95 | 0.06 | 0.71 | 0.86 | 1.28 | 3.37 |
| DD(%) | NA | 7.1 | 21.5 | 26.4 | 39.4 | 39.4 | NA | 52.7 | 25.8 | 10.5 | 38.0 | 9.6 | 21.7 | 4.4 | 14.4 | 11.7 | 12.2 | 6.3 | 10.7 | 27.8 | 17.0 | 23.1 | 49.4 | 13.3 | 9.6 | 7.2 | 8.8 | 5.9 |
| SD(%) | NA | 16.8 | 22.7 | 22.7 | 23.8 | 19.5 | NA | 20.3 | 24.7 | 18.7 | 37.6 | 13.5 | 16.9 | 9.8 | 15.5 | 16.0 | 13.9 | 13.1 | 13.9 | 27.1 | 19.4 | 24.3 | 39.5 | 15.6 | 12.3 | 12.2 | 13.9 | 12.9 |
| TR | NA | 0.03 | -0.11 | 0.17 | 0.03 | 0.08 | NA | 0.08 | -0.18 | 0.17 | 0.09 | 0.12 | -0.08 | 0.2 | 0.13 | 0.0 | 0.09 | 0.43 | 0.25 | -0.06 | 0.2 | 0.26 | -0.44 | 0.01 | 0.09 | 0.11 | 0.18 | 0.54 |
| Alpha(%) | NA | 0.04 | 0.02 | 0.0 | -0.01 | 0.0 | NA | 0.0 | 0.01 | -0.03 | -0.03 | -0.06 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.02 | 0.03 | -0.02 | -0.02 | -0.03 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.02 |
| Beta(%) | NA | 0.79 | 0.86 | 0.94 | 0.96 | 0.95 | NA | 0.89 | 0.91 | 1.16 | 0.97 | 0.99 | 0.91 | 1.0 | 0.89 | 0.93 | 0.99 | 0.97 | 0.85 | 0.96 | 0.87 | 0.72 | 0.85 | 0.87 | 0.93 | 0.95 | 1.01 | 0.8 |
| RS | NA | 0.86 | 0.9 | 0.86 | 0.88 | 0.85 | NA | 0.88 | 0.91 | 0.86 | 0.89 | 0.88 | 0.77 | 0.65 | 0.78 | 0.79 | 0.79 | 0.85 | 0.83 | 0.93 | 0.94 | 0.93 | 0.92 | 0.86 | 0.89 | 0.89 | 0.84 | 0.78 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2003
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 MID-CAP BLEND Asset Class Trend Rankings |
Top Rated Funds in MID-CAP BLEND
Best Mutual Funds
- ARGFX (Ariel Investor) (100%)
- VIMSX (Vanguard Mid Cap Index Inv) (97%)
- VEXMX (Vanguard Extended Market Idx Inv) (96%)
- LAVLX (Lord Abbett Mid Cap Stock A) (92%)
- LLSCX (Longleaf Partners Small-Cap) (92%)
- OSTFX (Osterweis) (91%)
- RSVAX (RS Value A) (91%)
- RVFCX (Royce Value Consult) (91%)
- LVOYX (Lord Abbett Value Opportunities I) (89%)
- WHGMX (Westwood SMidCap Institutional) (88%)
Best ETFs
- PWC (PowerShares Dynamic Market ETF) (100%)
- MDY (SPDR S&P MidCap 400 ETF) (99%)
- RYJ (Guggenheim Raymond James SB-1 Equity ETF) (98%)
- CSD (Guggenheim Spin-Off ETF) (96%)
- CZA (Guggenheim Mid-Cap Core ETF) (96%)
- EZM (WisdomTree MidCap Earnings ETF) (95%)
- FNX (First Trust Mid Cap Core AlphaDEX ETF) (95%)
- IJH (iShares Core S&P Mid-Cap) (94%)
- IWR (iShares Russell Mid-Cap) (94%)
- JKG (iShares Morningstar Mid-Cap) (93%)
Best Closed End Funds
- CET (Central Securities Corporation Common) (99%)
- CUBA (Herzfeld Caribbean Basin Common) (98%)
- FUND (Royce Focus Trust Common) (97%)
Latest Articles Related to PWC
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
