Find A Portfolio/Ticker
Comparison Box
PXMG: PowerShares Fundamental Pure Mid Gr ETF (ETF)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/04/2005 |
Last Dividend Date: | 12/24/2018 |
12-Mo. Yield | 0.00% |
Expenses | 0.33% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 08/27/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/04/2005 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 5.3 | 18.8 | 15.3 | 14.8 | 10.4 | 5.3 | 30.8 | 6.1 | 37.2 | 3.4 | -4.6 | 10.6 | 27.5 | 14.7 | -5.7 | 29.6 | 23.6 | -44.1 | 27.6 | 9.3 | 15.1 |
Sharpe Ratio | NA | 1.51 | 1.28 | 0.79 | 0.75 | 0.44 | 0.28 | 3.85 | 0.21 | 3.48 | 0.17 | -0.28 | 0.88 | 2.24 | 0.95 | -0.2 | 1.31 | 0.99 | -1.01 | 1.37 | 0.35 | 1.25 |
Draw Down(%) | NA | 7.8 | 25.1 | 26.1 | 26.9 | 55.4 | 0.0 | 7.8 | 25.1 | 3.5 | 19.1 | 14.2 | 9.8 | 8.0 | 12.8 | 26.9 | 17.0 | 18.8 | 54.5 | 9.5 | 15.5 | 9.7 |
Standard Deviation(%) | NA | 17.8 | 18.2 | 17.9 | 18.6 | 21.5 | 31.9 | 18.4 | 23.0 | 10.6 | 18.2 | 16.6 | 12.0 | 12.2 | 15.6 | 28.6 | 22.5 | 23.8 | 44.4 | 18.0 | 17.1 | 12.9 |
Treynor Ratio | NA | 0.31 | 0.21 | 0.13 | 0.14 | 0.1 | 0.23 | 0.59 | 0.04 | 0.33 | 0.03 | -0.05 | 0.14 | 0.32 | 0.16 | -0.06 | 0.3 | 0.31 | -0.48 | 0.25 | 0.06 | 0.0 |
Alpha | NA | 0.02 | 0.03 | 0.02 | 0.01 | 0.01 | 0.89 | 0.0 | 0.06 | 0.04 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.03 | 0.0 | 0.03 | 0.01 | NA |
Beta | NA | 0.88 | 1.1 | 1.06 | 0.99 | 0.93 | 0.39 | 1.2 | 1.19 | 1.1 | 1.04 | 0.98 | 0.77 | 0.85 | 0.92 | 0.98 | 0.99 | 0.76 | 0.93 | 1.0 | 0.99 | NA |
RSquared | NA | 0.74 | 0.83 | 0.84 | 0.88 | 0.85 | 1.0 | 0.88 | 0.89 | 0.74 | 0.82 | 0.87 | 0.77 | 0.85 | 0.92 | 0.95 | 0.95 | 0.92 | 0.94 | 0.92 | 0.15 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/04/2005
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 Mid-Cap Growth Asset Class Trend Rankings |
Top Rated Funds in Mid-Cap Growth
Best Mutual Funds
- MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) (100%)
- NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) (100%)
- FAMVX (FAM VALUE FUND INVESTOR CLASS) (99%)
- VMGIX (VANGUARD MID-CAP GROWTH INDEX FUND INVESTOR SHARES) (98%)
- BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) (98%)
- NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) (96%)
- SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) (96%)
- TWHIX (HERITAGE FUND INVESTOR CLASS) (96%)
- RPFIX (ROYCE PREMIER FUND INSTITUTIONAL CLASS) (96%)
- RPRCX (ROYCE PREMIER FUND CONSULTANT CLASS) (95%)
Best ETFs
- FAD (First Trust Multi Cap Growth AlphaDEX® Fund) (98%)
- IJK (iShares S&P Mid-Cap 400 Growth ETF) (98%)
- IWP (iShares Russell Mid-Cap Growth ETF) (97%)
- PDP (Invesco DWA Momentum ETF) (97%)
- RFG (Invesco S&P MidCap 400® Pure Growth ETF) (97%)
- VOT (Vanguard Mid-Cap Growth Index Fund ETF Shares) (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares) (26%)
- MDYG (SPDR® S&P 400 Mid Cap Growth ETF) (23%)
- FNY (First Trust Mid Cap Growth AlphaDEX® Fund) (23%)
Best Closed End Funds
- GDL (GDL Closed Fund) (99%)
- ASG (Liberty All Star Growth Closed Fund) (99%)
- SOR (Source Capital Closed Fund) (99%)