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PWV: PowerShares Dynamic Large Cap Value ETF (ETF)
Basic Info 47.55 0.2(0.42%) January 27
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 03/03/2005 |
| Last Dividend Date: | 12/19/2022 |
| 12-Mo. Yield | 1.84% |
| Expenses | 0.57% |
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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 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.2 | 1.0 | 2.7 | 8.8 | 6.2 | 10.1 | 9.1 | 9.1 | -0.5 | 30.6 | -3.7 | 29.8 | -14.1 | 17.0 | 18.9 | -4.7 | 12.2 | 32.6 | 16.2 | 6.4 | 13.3 | 18.6 | -27.2 | 5.3 | 24.2 | 8.6 |
| SR | NA | 0.9 | 0.06 | 0.33 | 0.25 | 0.56 | NA | 0.42 | -0.1 | 2.29 | -0.11 | 2.27 | -1.0 | 2.03 | 1.44 | -0.31 | 1.09 | 2.94 | 1.43 | 0.29 | 0.81 | 0.73 | -0.64 | 0.12 | 2.12 | 0.79 |
| DD(%) | NA | 3.0 | 15.7 | 37.6 | 37.6 | 37.6 | NA | 49.1 | 16.4 | 6.2 | 37.6 | 6.4 | 22.2 | 4.9 | 8.6 | 13.4 | 8.7 | 5.4 | 7.9 | 17.7 | 14.3 | 28.6 | 42.6 | 10.5 | 6.5 | 6.1 |
| SD(%) | NA | 13.8 | 18.7 | 24.8 | 21.2 | 17.2 | NA | 19.6 | 18.6 | 13.3 | 36.2 | 12.5 | 15.5 | 8.1 | 12.9 | 15.4 | 11.2 | 11.1 | 11.4 | 21.8 | 16.2 | 25.3 | 43.7 | 18.1 | 9.9 | 10.3 |
| TR | NA | 0.13 | 0.01 | 0.08 | 0.05 | 0.1 | NA | 0.09 | -0.02 | 0.3 | -0.04 | 0.27 | -0.16 | 0.15 | 0.2 | -0.05 | 0.12 | 0.34 | 0.19 | 0.07 | 0.15 | 0.24 | -0.29 | 0.02 | 0.22 | 0.09 |
| Alpha(%) | NA | -0.06 | -0.01 | -0.01 | -0.01 | -0.01 | NA | 0.0 | 0.0 | 0.01 | -0.02 | 0.01 | -0.04 | 0.0 | 0.01 | -0.02 | 0.0 | 0.0 | 0.01 | 0.02 | 0.0 | 0.01 | 0.05 | 0.02 | 0.01 | 0.02 |
| Beta(%) | NA | 0.94 | 0.96 | 1.0 | 1.0 | 0.99 | NA | 0.94 | 0.96 | 1.01 | 1.01 | 1.05 | 0.96 | 1.06 | 0.94 | 0.99 | 1.0 | 0.97 | 0.86 | 0.9 | 0.86 | 0.77 | 0.97 | 1.01 | 0.97 | 0.87 |
| RS | NA | 0.92 | 0.95 | 0.97 | 0.97 | 0.96 | NA | 0.94 | 0.95 | 0.94 | 0.98 | 0.93 | 0.96 | 0.86 | 0.94 | 0.97 | 0.95 | 0.95 | 0.92 | 0.98 | 0.96 | 0.92 | 0.94 | 0.9 | 0.86 | 0.81 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/03/2005
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See LARGE VALUE Asset Class Trend Rankings |
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