Find A Portfolio/Ticker
Comparison Box
PWV: PowerShares Dynamic Large Cap Value ETF (ETF)
Basic Info 45.55 0.03(0.07%) August 08
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 03/03/2005 |
| Last Dividend Date: | 12/20/2021 |
| 12-Mo. Yield | 1.84% |
| Expenses | 0.57% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 08/05/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.3 | -6.6 | 3.8 | 10.8 | 6.9 | 10.7 | 8.0 | 8.9 | 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 | -0.63 | 0.26 | 0.44 | 0.3 | 0.6 | NA | 0.41 | 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 | 15.7 | 15.7 | 37.6 | 37.6 | 37.6 | NA | 49.1 | 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 | 18.4 | 16.4 | 24.2 | 20.6 | 16.9 | NA | 19.7 | 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 | -0.12 | 0.04 | 0.11 | 0.06 | 0.1 | NA | 0.09 | 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 | -0.02 | 0.01 | 0.0 | -0.01 | -0.01 | NA | 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 | 0.98 | 0.99 | 1.01 | 1.01 | 1.0 | NA | 0.94 | 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 | 0.95 | 0.94 | 0.97 | 0.97 | 0.96 | NA | 0.94 | 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
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 LARGE VALUE Asset Class Trend Rankings |
Top Rated Funds in LARGE VALUE
Best Mutual Funds
- HFCVX (Hennessy Cornerstone Value) (100%)
- TWEIX (American Century Equity Income Inv) (100%)
- VEIPX (Vanguard Equity-Income Inv) (99%)
- MAVFX (Matrix Advisors Value) (99%)
- VWNFX (Vanguard Windsor II Investor) (99%)
- SSHFX (Sound Shore) (99%)
- DTLVX (Wilshire Large Company Value Invmt) (98%)
- FEQIX (Fidelity Equity-Income) (98%)
- FSTKX (Federated MDT Stock Svc) (98%)
- TRVLX (T. Rowe Price Value) (98%)
Best ETFs
- PWV (PowerShares Dynamic Large Cap Value ETF) (100%)
- VTV (Vanguard Value ETF) (100%)
- PFM (PowerShares Dividend Achievers ETF) (99%)
- IVE (iShares S&P 500 Value) (99%)
- DIA (SPDR Dow Jones Industrial Average ETF) (99%)
- IWD (iShares Russell 1000 Value) (98%)
- DTD (WisdomTree Total Dividend ETF) (96%)
- DHS (WisdomTree Equity Income ETF) (95%)
- CVY (Guggenheim Multi-Asset Income ETF) (95%)
- DEF (Guggenheim Defensive Equity ETF) (95%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income) 0.31% (97%)
- BDJ (BlackRock Enhanced Dividend Achievers) 0.85% (96%)
- EVT (Eaton Vance Tax Advantaged Dividend Inc) 0.12% (96%)
- GDV (Gabelli Dividend & Income) 0.95% (96%)
- NFJ (NFJ Dividend, Interest & Premium Strat) 0.31% (96%)
- TY (Tri-Continental) 1.23% (96%)
Latest Articles Related to PWV
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
